# International Union Of Bricklayers Local 47 Pension Fund DB Plan
Source: https://planprovider.pro/companies/international-union-of-bricklayers-local-47-pension-fund-231996365-001

> International Union Of Bricklayers Local 47 Pension Fund's DB plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** International Union Of Bricklayers Local 47 Pension Fund

- **Sponsor EIN:** 231996365

- **Sponsor Address:** P.O. BOX 1769, SALEM, VA, 24153

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 97

- **Total Assets:** $15.5M

## 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|97|$15.5M|$857,938|$0|

| 2023|93|$6.1M|$1.0M|$0|

| 2022|102|$5.7M|$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|

| FOSTER & FOSTER|Actuary|$88,975|—|$88,975|

| MORGAN STANLEY|Custodian / Trustee|$40,551|—|$40,551|

| LAWRENCE C. MUSGROVE ASSOCIATES INC|Recordkeeper|$36,000|—|$36,000|

| O'DONOGHUE & O'DONOGHUE|ERISA Attorney|$18,759|—|$18,759|

| ANDERSON & REED,LLP|Auditor|$9,800|—|$9,800|

| BARATZ & ASSOCIATES|Auditor|$8,450|—|$8,450|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Custodian / Trustee

- [ANDERSON & REED,LLP](https://planprovider.pro/provider/anderson-and-reed-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $202,535

- **Estimated Expense Ratio:** 1.304% 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|$238,664|$40,551|$36,000|$9,800|—|

| 2023|$197,219|$43,263|$36,000|$9,500|—|

| 2022|$174,359|$43,542|$27,200|—|$62,225|

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