# Joint Board Of Trustees Bricklayer Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-bricklayer-pension-trust-fund-516030972-001

> Joint Board Of Trustees Bricklayer Pension Trust Fund's DB plan: 503 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Bricklayer Pension Trust Fund

- **Sponsor EIN:** 516030972

- **Sponsor Address:** P.O. BOX 4506, TROY, MI, 480994506

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 503

- **Total Assets:** $190.1M

## 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|503|$190.1M|$12.9M|$0|

| 2023|502|$181.5M|$12.8M|$0|

| 2022|484|$163.7M|$12.2M|$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|

| WELLINGTON TRUST COMPANY|Other Service Provider|$233,657|—|$233,657|

| BENESYS, INC.|Other Service Provider|$144,302|—|$144,302|

| NOVARA LAW GROUP, PLLC|Other Service Provider|$137,408|—|$137,408|

| LOOMIS SAYLES & COMPANY|Other Service Provider|$88,461|—|$88,461|

| MORGAN STANLEY GLOBAL BANKING|Other Service Provider|$65,489|—|$65,489|

| BNY MELLON|Other Service Provider|$60,003|—|$60,003|

| STEFANSKY, HOLLOWAY, & NICHOLS|Other Service Provider|$56,285|—|$56,285|

| UNITED ACTUARIAL SERVICES, INC.|Other Service Provider|$41,368|—|$41,368|

| NEWTON INVESTMENT MANAGEMENT|Other Service Provider|$35,000|—|$35,000|

| MACQUEEN AND ASSOCIATES, LLC|Other Service Provider|$26,264|$3,831|$30,095|

| BULTYNCK & CO., P.L.L.C.|Other Service Provider|$24,815|—|$24,815|

| COMERICA BANK|Other Service Provider|$19,000|$2,087|$21,087|

| BOYD WATTERSON ASSET MANAGEMENT|Other Service Provider|$10,000|—|$10,000|

| BLACKROCK INSTITUTIONAL TRUST CO|Other Service Provider|$6,481|—|$6,481|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $954,451

- **Estimated Expense Ratio:** 0.502% 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|$1,478,050|$826,314|$138,087|$24,815|—|

| 2023|$1,300,894|$792,795|$137,847|$46,709|—|

| 2022|$1,102,359|$571,924|$137,808|—|$243,777|

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