# Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-tr-of-the-pension-and-annuity-plan-of-bricklayers-pension-fund-plan

> Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension Fund's DB plan: 917 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension Fund

- **Sponsor EIN:** 516135291

- **Sponsor Address:** 66-05 WOODHAVEN BOULEVARD, REGO PARK, NY, 113745227

- **Plan Type:** DB

- **Total Participants:** 917

- **Total Assets:** $266.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|917|$266.7M|$10.3M|$0|

| 2023|852|$242.5M|$11.9M|$0|

| 2022|903|$218.5M|$10.3M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| J. CANO|NONE|$157,285|—|$157,285|

| P. SMYTH|NONE|$153,262|—|$153,262|

| SCHULTHEIS & PANETTIERI LLP|NONE|$110,645|—|$110,645|

| R. SANTORO NAVARRO|NONE|$101,604|—|$101,604|

| V. LETTMAN|NONE|$89,301|—|$89,301|

| I. WEITZ|NONE|$84,550|—|$84,550|

| A. GARCIA|NONE|$80,292|—|$80,292|

| THE SEGAL COMPANY (EASTERN STATES)|NONE|$73,000|—|$73,000|

| QUANVEST CONSULTANTS|NONE|$72,552|—|$72,552|

| P. ESPOSITO|NONE|$71,540|—|$71,540|

| L. PESIRI|NONE|$71,073|—|$71,073|

| A. STOKES|NONE|$67,191|—|$67,191|

| DOAR RIECK DEVITA KALEY & MACK|ATTORNEY|$54,249|—|$54,249|

| INVESCO TRUST COMPANY|NONE|$53,644|—|$53,644|

| FUIMAN MOGILA LLP|NONE|$50,814|—|$50,814|

| Y. FELICIANO|NONE|$48,045|—|$48,045|

| A. TUROWSKA|NONE|$47,298|—|$47,298|

| K. CABRERA|NONE|$46,277|—|$46,277|

| J. DESARIO|NONE|$42,762|—|$42,762|

| VOYA INVESTMENT MANAGEMENT|NONE|$35,641|$1,955|$37,596|

| JPMORGAN CHASE BANK N.A.|NONE|$35,827|—|$35,827|

| CUNNINGHAM & CUNNINGHAM LLP|NONE|$29,708|—|$29,708|

| DATA SURGE SOLUTIONS OF NY INC|NONE|$27,509|—|$27,509|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$16,167|—|$16,167|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

- [JPMORGAN CHASE BANK N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,622,191

- **Estimated Expense Ratio:** 0.608% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,114,134|$197,664|—|$59,325|—|

| 2023|$1,075,215|$195,890|—|$57,250|—|

| 2022|$1,273,229|$220,574|—|—|$473,801|

## Similar Plans

- [Board Of Trustees Bricklayers Supplemental Annuity Fund](https://planprovider.pro/companies/board-of-trustees-bricklayers-supplemental-annuity-fund-plan) — 1,211 participants

- [Board Of Trustees Bac Local 3 Ny Individual Account Retirement Fund](https://planprovider.pro/companies/board-of-trustees-bac-local-3-ny-individual-account-retirement-fund-plan) — 3,146 participants

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