Original filing (PDF)20250205092210NAL0016530544001

JOINT BOARD OF TRUSTEES BRICKLAYERS &

Name: JOINT BOARD OF TRUSTEES BRICKLAYERS & — BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 3 NY ROCHESTER CHAPTER WELFARE FUND, Form 5500 (2023)
Creator: JOINT BOARD OF TRUSTEES BRICKLAYERS &

Form 5500

FILING_RECEIVED

BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 3 NY ROCHESTER CHAPTER WELFARE FUND

Health & welfare plan

Signals · 3

~191 bps in Sched C feesNo recordkeeper disclosed7 service providers

Active participants

695

Accounts w/ balance

—

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT BOARD OF TRUSTEES BRICKLAYERS &.

Plan sponsor

Name

JOINT BOARD OF TRUSTEES BRICKLAYERS &

EIN

16-0983640

Address

33 SAGINAW DRIVE · ROCHESTER, NY · 14623

Phone

—

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-02-05

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4C · Supplemental Unemployment

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4K · Scholarship (Funded)

4Q · Other

Service providers (Schedule C)

7 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MODERN ADMINISTRATION SYSTEMS LLC	—	RAMSEY, NJ	NONE	$44K	—
SLEVIN & HART, P.C.	—	WASHINGTON, DC	NONE	$26K	—
BONADIO & CO, LLP	16-1131146	—	NONE	$23K	—
ARCARA LENDA EUSIANO & STACEY CPA	47-1793720	—	NONE	$16K	—
MORGAN STANLEY	—	NEW YORK, NY	NONE	$14K	—
BAC LOCAL 3 NY BUILDING CORP.

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.

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