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Original filing (PDF)20251002112552NAL0000426513001
BOARD OF TRUSTEES OF BRICKLAYERS INSURANCE AND WELFARE FUND
Form 5500
FILING_RECEIVED
BRICKLAYERS INSURANCE AND WELFARE FUND
Health & welfare plan
Signals · 3
~455 bps in Sched C feesNo recordkeeper disclosed15 service providers
Active participants
877
Accounts w/ balance
—
Plan assets (EOY)
$30.2M
Net assets (EOY)
$22.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 455 bps in Schedule C fees — 1469% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF BRICKLAYERS INSURANCE AND WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF BRICKLAYERS INSURANCE AND WELFARE FUND
EIN
13-1575218
Address
66-05 WOODHAVEN BOULEVARD · REGO PARK, NY · 113745227
Phone
(718) 459-5800
Industry
Constructionsee all
Plan administrator
Name
BOARD OF TRUSTEES OF BRICKLAYERS INSURANCE AND WELFARE FUND
EIN
13-1575218
City
REGO PARK, NY
Phone
(718) 459-5800
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
4U · Dependent Care
4Q · Other
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsLegal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOAR RIECK KALEY & MACK | 13-4120430 | — | ATTORNEY | $95K | — |
Other
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAGNACARE | 11-3410766 | — | NONE | $393K | — |
| ANTHEM BLUE CROSS | 23-7391136 | — | NONE | $354K | — |
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $170K | — |
| FUIMAN MOGILA LLP | 93-1652658 | — | NONE | $88K | — |
| DATA SURGE SOLUTIONS OF NY INC | 83-0594917 | — | NONE | $59K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $56K | — |
| THE SEGAL COMPANY (EASTERN STATES) | 13-1835864 | — | NONE | $40K | — |
| ADMINISTRATIVE SERVICES ONLY, INC | 11-2995970 | — | NONE | $31K | — |
| CUNNINGHAM & CUNNINGHAM, LLP | 06-1506457 | — | NONE | $30K | — |
| HIGHLAND CAPITAL MGMT LLC | 27-5440911 | — | NONE | $17K | — |
| REAL TIME CONSULTANTS | 86-3078651 | — | NONE | $14K | — |
| SMART DATA SOLUTIONS | 41-2006324 | — | NONE | $11K | — |
| WILMINGTON TRUST | 16-1486454 | — | NONE | $10K | — |
| QUANVEST-VEST CONSULTANTS, INC. | 11-2559669 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.