Plan Snapshot
- Plan Sponsor: Bricklayers & Trowel Trades Intl Pension Fd Bd Of Trustee
- Sponsor EIN: 526127746
- Sponsor Address: 620 F STREET, NW, WASHINGTON, DC, 200041618
- Plan Type: DB
- Total Participants: 26,987
- Total Assets: $1.9B
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 | 26,987 | $1.9B | $118.9M | $0 |
| 2023 | 27,474 | $1.8B | $123.0M | $0 |
| 2022 | 27,803 | $1.6B | $120.7M | $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 |
|---|---|---|---|---|
| INT'L UNION OF BAC | EMPLOYEE ORGANIZATION | $4,503,942 | — | $4,503,942 |
| ALAN D. BILLER & ASSOCIATES, INC. | NONE | $748,500 | — | $748,500 |
| CHEIRON, INC | NONE | $336,161 | — | $336,161 |
| ULLICO INVESTMENT ADVISORS, INC. | NONE | $270,035 | — | $270,035 |
| LESTER W. KAUFFMAN III | EMPLOYEE | $226,809 | — | $226,809 |
| O'DONOGHUE & O'DONOGHUE | NONE | $225,719 | — | $225,719 |
| FUIMAN MOGILA, LLP | NONE | $215,879 | — | $215,879 |
| CALIBRE CPA GROUP PLLC | NONE | $136,342 | — | $136,342 |
| DOCUMETRICS, INC | NONE | $126,912 | — | $126,912 |
| NANCY CALLAHAN | EMPLOYEE | $125,058 | — | $125,058 |
| INVESTMENT PERFORMANCE SERVICES | NONE | $104,744 | — | $104,744 |
| RICHARD J. WOLF & COMPANY | NONE | $103,055 | — | $103,055 |
| REGINALD VERGARA | EMPLOYEE | $96,091 | — | $96,091 |
| SUSAN FLAHERTY | EMPLOYEE | $92,679 | — | $92,679 |
| ARLENE BAUTISTA | EMPLOYEE | $92,500 | — | $92,500 |
| JOHN BELLUCCI | EMPLOYEE | $87,057 | — | $87,057 |
| COMERICA | NONE | $82,210 | — | $82,210 |
| MERCEDES AVERYTT | EMPLOYEE | $78,626 | — | $78,626 |
| WELLS FARGO | NONE | $76,466 | — | $76,466 |
| SHERRIDAN BACCHUS | EMPLOYEE | $76,088 | — | $76,088 |
| NATALIA THOMAS | EMPLOYEE | $73,169 | — | $73,169 |
| MARIE S. KEUNG | EMPLOYEE | $68,243 | — | $68,243 |
| DANIELLE HOYLE | EMPLOYEE | $67,753 | — | $67,753 |
| AXCELUS FINANCIAL (LOMBARD INTERNAT | NONE | $65,777 | — | $65,777 |
| STEPHANIE B LOPEZ | EMPLOYEE | $63,364 | — | $63,364 |
| VIRGINIA & AMBINDER, LLP | NONE | $63,225 | — | $63,225 |
| VANESSA LAZO-MOLINA | EMPLOYEE | $61,951 | — | $61,951 |
| RODNEY E. MOSELEY JR. | EMPLOYEE | $60,235 | — | $60,235 |
| ARNOLD & KADJAN, LLP | NONE | $58,552 | — | $58,552 |
| MARCUS A. DUQUIATAN | EMPLOYEE | $58,245 | — | $58,245 |
| DOROTHY NORRIS | EMPLOYEE | $44,441 | — | $44,441 |
| FONTANA LITHOGRAPH, INC | NONE | $40,528 | — | $40,528 |
| BAC SERVICES CORPORATION | NONE | $38,766 | — | $38,766 |
| ARCARA ZUCARELLI LENDA & ASSOC. CPA | NONE | $35,488 | — | $35,488 |
| NOVAK FRANCELLA LLC | NONE | $26,678 | — | $26,678 |
| AMALGAMATED BANK OF CHICAGO | NONE | $25,000 | — | $25,000 |
| BRIDGEWAY BENEFIT TECHNOLOGIES,LLC | NONE | $24,835 | — | $24,835 |
| NEW JERSEY BAC HEALTH FUND | NONE | $23,821 | — | $23,821 |
| CHARISSA WILTSHIRE | EMPLOYEE | $23,816 | — | $23,816 |
| NATIONAL COORDINATING COMMITTEE | NONE | $23,800 | — | $23,800 |
| MESIROW FINANCIAL | NONE | $20,500 | — | $20,500 |
| RUBIN BROWN LLP | NONE | $19,480 | — | $19,480 |
| KIMBERLY C. STITH | EMPLOYEE | $19,174 | — | $19,174 |
| THE PREVIANT LAW FIRM | NONE | $18,894 | — | $18,894 |
| BRICKLAYERS FRINGE BENEFIT FUNDS | NONE | $18,132 | — | $18,132 |
| CONSTRUCTION BENEFITS AUDIT CO | NONE | $14,350 | — | $14,350 |
| CHRISTOPHER M. JEFFREY | EMPLOYEE | $13,496 | — | $13,496 |
| BAC OF MI HEALTH & WELFARE FUND | NONE | $13,295 | — | $13,295 |
| TILE INDUSTRY TRUST FUNDS | NONE | $13,198 | — | $13,198 |
| IMAGEX, INC. | NONE | $10,647 | — | $10,647 |
| GRABEL SCHNIEDERS HOLLMANN & CO | NONE | $9,562 | — | $9,562 |
| CAROUSEL INDUSTRIES OF NORTH AMERIC | NONE | $9,492 | — | $9,492 |
| STEFANSKY, HOLLOWAY & NICHOLS, INC | NONE | $8,309 | — | $8,309 |
| AT&T MOBILITY | NONE | $7,620 | — | $7,620 |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS | NONE | $7,598 | — | $7,598 |
| KIRKLAND & ELLIS LLP | NONE | $7,500 | — | $7,500 |
| FIRST CITIZENS BANK & TRUST CO | NONE | $7,486 | — | $7,486 |
| RELX, INC. | NONE | $7,352 | — | $7,352 |
| MICROSOFT LICENSING GROUP | NONE | $7,170 | — | $7,170 |
| COMBINED CRAFTS STATEWIDE AUDIT | NONE | $7,000 | — | $7,000 |
| AT&T | NONE | $6,707 | — | $6,707 |
| HELLO, HILLARY R. COGGESHALL, LLC | NONE | $6,325 | — | $6,325 |
| MOSAIC & TERAZZO BENEFIT FUNDS | NONE | $5,869 | — | $5,869 |
| CITRIX SYSTEM | NONE | $5,839 | — | $5,839 |
| HAMMOND AND SHINNERS PC | NONE | $5,583 | — | $5,583 |
| APP XTENDER- HITS SCANNING SOLUTION | NONE | $5,528 | — | $5,528 |
| COUNCIL OF INSTITUTIONAL INV | NONE | $5,200 | — | $5,200 |
| REPEQUITY, LLC | NONE | $5,200 | — | $5,200 |
| WCP SPECIAL CORE | NONE | $5,190 | — | $5,190 |
| H.G. GUS SANDS & ASSOCIATES | NONE | $5,136 | — | $5,136 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN D. BILLER & ASSOCIATES, INC. — NONE
- LESTER W. KAUFFMAN III — EMPLOYEE
- CALIBRE CPA GROUP PLLC — NONE
- NANCY CALLAHAN — EMPLOYEE
- REGINALD VERGARA — EMPLOYEE
- SUSAN FLAHERTY — EMPLOYEE
- ARLENE BAUTISTA — EMPLOYEE
- JOHN BELLUCCI — EMPLOYEE
- MERCEDES AVERYTT — EMPLOYEE
- SHERRIDAN BACCHUS — EMPLOYEE
- NATALIA THOMAS — EMPLOYEE
- MARIE S. KEUNG — EMPLOYEE
- DANIELLE HOYLE — EMPLOYEE
- STEPHANIE B LOPEZ — EMPLOYEE
- VANESSA LAZO-MOLINA — EMPLOYEE
- MARCUS A. DUQUIATAN — EMPLOYEE
- DOROTHY NORRIS — EMPLOYEE
- NOVAK FRANCELLA LLC — NONE
- CHARISSA WILTSHIRE — EMPLOYEE
- CHRISTOPHER M. JEFFREY — EMPLOYEE
- KIRKLAND & ELLIS LLP — NONE
- HAMMOND AND SHINNERS PC — NONE
- WCP SPECIAL CORE — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,049,392
- Estimated Expense Ratio: 0.473% 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 | $16,044,167 | $3,507,548 | $7,718,410 | $129,645 | — |
| 2023 | $17,923,881 | $4,686,053 | $7,907,933 | $119,800 | — |
| 2022 | $16,939,986 | $4,822,607 | $6,561,404 | — | $4,968,186 |