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 |
|---|---|---|---|---|
| MASONRY INDUSTRY TRUST ADMIN. | Other Service Provider | $283,943 | — | $283,943 |
| BRADLEY L. MIDDLETON, PC | Other Service Provider | $150,886 | — | $150,886 |
| METROPOLITAN WEST ASSET MGMT, LLC | Other Service Provider | — | $99,605 | $99,605 |
| MIDDLETON & COMPANY, CPA, PC | Other Service Provider | $90,000 | — | $90,000 |
| VERUS INVESTMENTS | Other Service Provider | $88,400 | — | $88,400 |
| NEWTOWER TRUST COMPANY | Other Service Provider | — | $82,307 | $82,307 |
| MILLIMAN | Recordkeeper | $79,258 | — | $79,258 |
| DODGE & COX STOCK | Other Service Provider | — | $68,626 | $68,626 |
| TOUCHSTONE ADVISORS INC. | Other Service Provider | — | $58,627 | $58,627 |
| PIMCO | Other Service Provider | — | $57,185 | $57,185 |
| ALLSPRING FUND MANAGEMENT, LLC | Other Service Provider | — | $52,771 | $52,771 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $51,652 | — | $51,652 |
| DODGE & COX INTERNATIONAL STOCK | Other Service Provider | — | $39,242 | $39,242 |
| MARKEL AMERICAN INS. CO. | Other Service Provider | $31,354 | — | $31,354 |
| KEY CORPORATION | Other Service Provider | $28,464 | $292 | $28,756 |
| CAPITAL RESEARCH & MANAGEMENT CO. | Other Service Provider | — | $28,364 | $28,364 |
| THE VANGUARD GROUP, INC. | Recordkeeper | — | $17,802 | $17,802 |
| TRAVELERS CAS. & SUR. CO. AMERICA | Other Service Provider | $7,314 | — | $7,314 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,316,092
- Estimated Expense Ratio: 0.995% 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 |