# Board Of Trustees, Bricklayers Local No. 55 Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-bricklayers-local-no-55-pension-plan-316126985-001

> Board Of Trustees, Bricklayers Local No. 55 Pension Plan's DB plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Bricklayers Local No. 55 Pension Plan

- **Sponsor EIN:** 316126985

- **Sponsor Address:** 7440 WOODLAND DRIVE, INDIANAPOLIS, IN, 46278

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 208

- **Total Assets:** $11.4M

## 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|208|$11.4M|$1.1M|$0|

| 2023|138|$11.5M|$910,615|$0|

| 2022|146|$11.8M|$1.1M|$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|

| CUNI, RUST & STRENK|Other Service Provider|$38,725|—|$38,725|

| UMR|Other Service Provider|$30,588|—|$30,588|

| ALLOTTA FARLEY CO LPA|Other Service Provider|$23,582|—|$23,582|

| STANDARD VALUATION|Other Service Provider|$22,000|—|$22,000|

| DGPERRY CPA'S + ADVISORS|Auditor|$18,214|—|$18,214|

| ARTHUR J GALLAGHER RISK MGT SER|Investment Advisor|$17,074|—|$17,074|

| ASB CAPITAL MANAGEMENT|Other Service Provider|$5,632|—|$5,632|

### Verified Provider Profiles

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

- [DGPERRY CPA'S + ADVISORS](https://planprovider.pro/provider/dgperry-pllc) — Auditor

- [ARTHUR J GALLAGHER RISK MGT SER](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $155,815

- **Estimated Expense Ratio:** 1.365% 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|$208,308|$38,137|$30,588|$18,214|—|

| 2023|$236,366|$42,600|$30,488|$26,835|—|

| 2022|$239,496|$22,000|$29,988|—|$136,877|

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