Plan Snapshot
- Plan Sponsor: Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Pension Fun
- Sponsor EIN: 516113680
- Sponsor Address: 7985 MARSHALL STREET, MERRILLVILLE, IN, 46410
- Plan Type: DB
- Plan Number: 001
- Total Participants: 236
- Total Assets: $100.0M
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 | 236 | $100.0M | $4.8M | $0 |
| 2023 | 226 | $91.5M | $4.6M | $0 |
| 2022 | 229 | $85.9M | $4.4M | $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 |
|---|---|---|---|---|
| ZAZOVE ASSOCIATES LLC | Other Service Provider | $121,156 | — | $121,156 |
| ROBERT PUZA | Other Service Provider | $77,535 | — | $77,535 |
| AMY GORBY | Other Service Provider | $62,516 | — | $62,516 |
| SPENCER RANKIN | Other Service Provider | $59,678 | — | $59,678 |
| MARQUETTE ASSOCIATES | Other Service Provider | $58,500 | — | $58,500 |
| UNITED ACTUARIAL SERVICES INC. | Other Service Provider | $51,075 | — | $51,075 |
| LEDBETTER PARTNERS LLC | Other Service Provider | $48,777 | — | $48,777 |
| LEGACY PROFESSIONALS LLP | Auditor | $47,188 | — | $47,188 |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | Other Service Provider | $26,634 | — | $26,634 |
| OLD NATIONAL WEALTH MANAGEMENT | Other Service Provider | $14,765 | — | $14,765 |
| HEALTHSCOPE BENEFITS | Other Service Provider | $7,396 | — | $7,396 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $575,220
- Estimated Expense Ratio: 0.575% 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 | $693,283 | $179,656 | $7,396 | $21,800 | — |
| 2023 | $685,776 | $167,611 | $7,396 | $20,000 | — |
| 2022 | $631,172 | $181,325 | $7,396 | — | $129,359 |