Plan Snapshot
- Plan Sponsor: Northwest Bricklayers Pension Trust
- Sponsor EIN: 936034946
- Sponsor Address: 9848 E BURNSIDE, PORTLAND, OR, 97216
- Plan Type: DB
- Total Participants: 735
- Total Assets: $132.3M
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 | 735 | $132.3M | $9.0M | $0 |
| 2023 | 795 | $124.7M | $10.3M | $0 |
| 2022 | 772 | $113.1M | $9.4M | $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 |
|---|---|---|---|---|
| MIDDLETON & COMPANY, CPA, PC | Auditor | $75,000 | — | $75,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,000
- Estimated Expense Ratio: 0.057% 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 | $900,996 | $140,052 | $260,100 | $75,000 | — |
| 2023 | $825,540 | $123,296 | $231,200 | $66,000 | — |
| 2022 | $796,210 | $118,871 | — | — | $506,454 |