Original filing (PDF)20260216124508NAL0005873043001

BOARD OF TRUSTEES, BRICKLAYERS LOCAL NO. 55 PENSION PLAN

Name: BOARD OF TRUSTEES, BRICKLAYERS LOCAL NO. 55 PENSION PLAN — BRICKLAYERS LOCAL NO. 55 PENSION PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES, BRICKLAYERS LOCAL NO. 55 PENSION PLAN

Form 5500

FILING_RECEIVED

BRICKLAYERS LOCAL NO. 55 PENSION PLAN

Defined-benefit pension plan

Signals · 3

~136 bps in Sched C feesNo recordkeeper disclosed7 service providers

Active participants

208

Accounts w/ balance

—

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.2M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 BOARD OF TRUSTEES, BRICKLAYERS LOCAL NO. 55 PENSION PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES, BRICKLAYERS LOCAL NO. 55 PENSION PLAN

EIN

31-6126985

Address

7440 WOODLAND DRIVE · PO BOX 68994 · INDIANAPOLIS, IN · 46278

Phone

(317) 610-8229

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-16

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

DGPERRY CPA'S + ADVISORS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CUNI, RUST & STRENK	31-1227755	CINCINNATI, OH	NONE	$39K	—
UMR	39-1995276	INDIANAPOLIS, IN	NONE	$31K	—
ALLOTTA FARLEY CO LPA	34-1316963	PERRYSBURG, OH	NONE	$24K	—
STANDARD VALUATION	41-1327339	ST PAUL, MN	NONE	$22K	—
DGPERRY CPA'S + ADVISORS	83-3033790	CANFIELD, OH	NONE	$18K	—
ARTHUR J GALLAGHER RISK MGT SER

Investments

2 pooled funds· $1.1M(9% 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.

Investment	Type	Current value	% of plan
AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001	Common Collective Trust	$549K	4.8%
ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006	Common Collective Trust	$524K	4.6%

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