Plan Snapshot
- Plan Sponsor: United Brick & Clay Workers Afl-Cio Council 9 Pension Plan
- Sponsor EIN: 340120425
- Sponsor Address: 8740 ORION PLACE, COLUMBUS, OH, 43240
- Plan Type: DB
- Total Participants: 0
- Total Assets: $21,970
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. |
|---|---|---|---|---|
| 2025 | 0 | $21,970 | $0 | $0 |
| 2024 | 3 | $16,632 | $0 | $0 |
| 2023 | 3 | $22,268 | $0 | $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 |
|---|---|---|---|---|
| NO AUDIT | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $40,605 | — | $35,000 | — | — |
| 2024 | $49,788 | — | $42,000 | — | — |
| 2023 | $45,710 | — | $42,000 | — | — |