Plan Snapshot
- Plan Sponsor: Ohio Bricklayers Pension Plan
- Sponsor EIN: 516029565
- Sponsor Address: 700 TOWER DRIVE, TROY, MI, 48098
- Plan Type: DB
- Plan Number: 001
- Total Participants: 561
- Total Assets: $111.0M
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 | 561 | $111.0M | $4.7M | $0 |
| 2023 | 593 | $107.4M | $4.3M | $0 |
| 2022 | 618 | $103.1M | $4.7M | $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 |
|---|---|---|---|---|
| BENESYS, INC. | Other Service Provider | $165,986 | — | $165,986 |
| STRATEGIC CAPITAL INVESTMENT ADVIS. | Other Service Provider | $47,454 | — | $47,454 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $45,823 | — | $45,823 |
| BENDA, GRACE, STULZ & COMPANY, P.C. | Other Service Provider | $33,500 | — | $33,500 |
| CUNI, RUST & STRENK | Other Service Provider | $33,167 | — | $33,167 |
| MERILL LYNCH, PIERCE, FENNER | Other Service Provider | $28,981 | — | $28,981 |
| WASHINGTON CAPITAL MANAGEMENT | Other Service Provider | $25,529 | — | $25,529 |
| US BANK | Other Service Provider | $23,370 | — | $23,370 |
| LEDBETTER, PARISI, LLC | Other Service Provider | $20,096 | — | $20,096 |
| TUCKER ARENSBERG,P.C. | Other Service Provider | $7,253 | — | $7,253 |
| AMERICAN GRAPHICS PRINTING | Other Service Provider | $6,363 | — | $6,363 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $437,522
- Estimated Expense Ratio: 0.394% 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 | $578,073 | $147,787 | $155,052 | $33,500 | — |
| 2023 | $576,768 | $153,487 | $161,795 | $33,730 | — |
| 2022 | $809,558 | $215,697 | $150,553 | — | $300,180 |