Plan Snapshot
- Plan Sponsor: Board Of Trustees Bricklayers Allied Craftsmen Pension Plan
- Sponsor EIN: 346682532
- Sponsor Address: P.O. BOX 1298, MAUMEE, OH, 43537
- Plan Type: DB
- Plan Number: 001
- Total Participants: 194
- Total Assets: $51.9M
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 | 194 | $51.9M | $2.2M | $0 |
| 2023 | 213 | $50.0M | $2.2M | $0 |
| 2022 | 205 | $47.2M | $2.2M | $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 |
|---|---|---|---|---|
| NOA | Other Service Provider | $80,737 | — | $80,737 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $52,584 | — | $52,584 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $45,803 | — | $45,803 |
| UNITED ACTUARIAL SERVICES | Other Service Provider | $31,750 | — | $31,750 |
| SHUMAKER, LOOP & KENDRICK | Other Service Provider | $22,611 | — | $22,611 |
| BROWN ADVISORY | Other Service Provider | $20,446 | — | $20,446 |
| CLARK, SCHAEFER, HACKETT & CO. | Other Service Provider | $13,500 | — | $13,500 |
| HUNTINGTON INSURANCE | Other Service Provider | $12,231 | — | $12,231 |
| US BANK | Other Service Provider | $9,561 | — | $9,561 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $289,223
- Estimated Expense Ratio: 0.557% 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 | $377,677 | $193,212 | $65,781 | $16,037 | — |
| 2023 | $363,419 | $190,290 | $62,829 | $12,950 | — |
| 2022 | $364,995 | $220,501 | $50,575 | — | $56,929 |