# Bricklayers & Trowel Trades Intl Pension Fd Bd Of Trustee DB Plan
Source: https://planprovider.pro/companies/bricklayers-trowel-trades-intl-pension-fd-bd-of-trustee-plan

> Bricklayers & Trowel Trades Intl Pension Fd Bd Of Trustee's DB plan: 26,987 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/trucker-huss-apc) — NONE

- [LESTER W. KAUFFMAN III](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

- [NANCY CALLAHAN](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [REGINALD VERGARA](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [SUSAN FLAHERTY](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [ARLENE BAUTISTA](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [JOHN BELLUCCI](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [MERCEDES AVERYTT](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [SHERRIDAN BACCHUS](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [NATALIA THOMAS](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [MARIE S. KEUNG](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [DANIELLE HOYLE](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [STEPHANIE B LOPEZ](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [VANESSA LAZO-MOLINA](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [MARCUS A. DUQUIATAN](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [DOROTHY NORRIS](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [CHARISSA WILTSHIRE](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [CHRISTOPHER M. JEFFREY](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [KIRKLAND & ELLIS LLP](https://planprovider.pro/provider/kirkland-and-ellis-llp) — NONE

- [HAMMOND AND SHINNERS PC](https://planprovider.pro/provider/hammond-and-shinners-pc) — NONE

- [WCP SPECIAL CORE](https://planprovider.pro/provider/john-hancock) — 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|

## Similar Plans

- [Bricklayers And Trowel Trades International Pension Fund](https://planprovider.pro/companies/bricklayers-and-trowel-trades-international-pension-fund-plan) — 21,266 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bricklayers-trowel-trades-intl-pension-fd-bd-of-trustee-plan)

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