Back to filter
Original filing (PDF)20251015173056NAL0005528129001
BRICKLAYERS PENSION FUND TRUSTEES
Form 5500
FILING_RECEIVED
BRICKLAYERS PENSION PLAN OF WESTERN PA
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed11 service providers
Active participants
253
Accounts w/ balance
—
Plan assets (EOY)
$54.6M
Net assets (EOY)
$54.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: EMPLOYEE REAL ESTATE CONSTRUCTION TRUST FUND (extraction pending)]" is 100% of plan.
- 71 bps in Schedule C fees — 342% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRICKLAYERS PENSION FUND TRUSTEES.
Plan sponsor
Name
BRICKLAYERS PENSION FUND TRUSTEES
EIN
25-6121713
Address
3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH · 44406
Phone
(330) 270-0453
Industry
Constructionsee all
Plan administrator
Name
BRICKLAYERS PENSION FUND TRUSTEES
EIN
25-6121713
City
CANFIELD, OH
Phone
(412) 471-2885
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
DICLAUDIO & KRAMER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | CONTRACT ADMINISTRATOR | $68K | — |
| BENESYS | 38-2383171 | — | CONTRACT ADMINISTRATOR | $68K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIM INVESTMENT MANAGEMENT INC. | 25-1738846 | — | NONE | $45K | — |
| MARINER INSTITUTIONAL LLC | — | WINTER PARK, FL | NONE | $42K | — |
| ACRISURE MID-ATLANTIC PARTNERS LLC | 92-3652116 | — | NONE | $40K | — |
| TUCKER ARENSBERG P.C. | — | PITTSBURGH, PA | NONE | $34K | — |
| HAMILTON LANE | — | DENVER, CO | NONE | $27K | — |
| GRIDIRON PARTNERS, LLC | — | WEXFORD, PA | NONE | $24K | — |
| PNC ADVISORS | 25-1211909 | — | NONE | $16K | — |
| CYPHER & CYPHER | 25-1385288 | — | NONE | $13K | — |
| TWIN CAPITAL MANAGEMENT | — | MCMURRAY, PA | NONE | $8K | — |
Investments
1 direct security · 1 pooled fund· $7.8M(14% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$3.9M
1 holding
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: EMPLOYEE REAL ESTATE CONSTRUCTION TRUST FUND (extraction pending)] | — | — | — | $3.9M | 7.1% | |
| ERECT FUND II AMERI SERVE TRUST AND FINANCIAL · EIN 25-1689052 / PN 001 | Common Collective Trust | — | — | $3.9M | 7.1% |
Related plans
Other plans using ZENITH AMERICAN SOLUTIONS
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND
UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND
$8.0B · 20,984 participants
STEELWORKERS PENSION TRUST
STEELWORKERS PENSION TRUST
$7.2B · 43,601 participants
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUND
UFCW CONSOLIDATED PENSION FUND
$5.6B · 166,161 participants
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING
PENSION TRUST FUND FOR OPERATING ENGINEERS
$5.4B · 20,793 participants
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUND
BUILDING SERVICE 32BJ PENSION FUND
$4.1B · 53,357 participants
Similar-size Construction plans
SHEET METAL WORKERS LOCAL NO. 4 PENSION PLAN
SHEET METAL WORKERS LOCAL NO. 4 PENSION PLAN
$54.5M · 594 participants
TRI DAL EXCAVATION & UTILITIES, INC.
TRI DAL EMPLOYEE STOCK OWNERSHIP PLAN
$54.8M · 239 participants
BAYER CONSTRUCTION COMPANY, INC.
BAYER CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP TRUST
$54.9M · 132 participants
DEARBORN HOLDING COMPANY, LLC
DEARBORN HOLDING COMPANY, LLC 401(K) PROFIT SHARING PLAN
$55.0M · 286 participants
PIONEER CLADDING & GLAZING SYSTEMS, INC.
PIONEER CLADDING & GLAZING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$55.2M · 136 participants
BOARD OF TRUSTEES OF TEAMSTERS UNION LOCAL NO.142 ANNUITY FUND
TEAMSTERS UNION LOCAL NO. 142 ANNUITY FUND
$55.2M · 1,330 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants