Original filing (PDF)20250912143008NAL0003818994001

INDPLS. CHAPTER OF BRICKLAYERS LOCAL NO 4 OF IN/KY(IU OF B & A C)

Name: INDPLS. CHAPTER OF BRICKLAYERS LOCAL NO 4 OF IN/KY(IU OF B & A C) — REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C, Form 5500 (2023)
Creator: INDPLS. CHAPTER OF BRICKLAYERS LOCAL NO 4 OF IN/KY(IU OF B & A C)

Form 5500

FILING_RECEIVED

REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed7 service providers

Active participants

1,281

Accounts w/ balance

—

Plan assets (EOY)

$99.0M

Net assets (EOY)

$98.8M

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

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDPLS. CHAPTER OF BRICKLAYERS LOCAL NO 4 OF IN/KY(IU OF B & A C).

Plan sponsor

Name

INDPLS. CHAPTER OF BRICKLAYERS LOCAL NO 4 OF IN/KY(IU OF B & A C)

EIN

35-6074754

Address

7440 WOODLAND DRIVE · INDIANAPOLIS, IN · 46278

Phone

(317) 715-7440

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-12

Pension benefit codes

1B · Flat-dollar DB formula

2N · Code section 408 accounts and annuities

Audit & trust (Schedule H)

Auditor

L.M. HENDERSON & COMPANY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
HEALTHSCOPE BENEFITS	71-0847266	—	NONE	$94K	—
MARINER INSTITUTIONAL, LLC	59-3676225	—	NONE	$48K	—
OSBORN, CARRIERO & ASSOCIATES	71-0631123	—	NONE	$21K	—
LEDBETTER PARTNERS LLC	03-0599899

Investments

2 pooled funds· $6.0M(6% 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.

			% of plan
AMERICAN CORE REALTY FUND AMERICAN REALTY ADVISORS · EIN 95-4871432 / PN 001	Common Collective Trust	$3.5M	3.5%
ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006	Common Collective Trust	$2.5M	2.6%

1–2 of 2

Related plans

Other plans using HEALTHSCOPE BENEFITS

TRUSTEES U.A. PLUMBERS 63 & STEAMFITTERS 353 PEN TRUSTFUND

U.A. PLUMBERS 63 & STEAMFITTERS 353 JOINT PENSION

$152.3M · 510 participants

BOARD OF TRUSTEES BRICKLAYERS UNION LOCAL NO. 6 OF INDIANA PENSION FUN

BRICKLAYERS UNION LOCAL NO. 6 OF INDIANA PENSION F

$100.0M · 236 participants

PLUMBERS & PIPEFITTERS LOCAL 162

PLUMBERS & PIPEFITTERS LOCAL 162 PENSION FUND

$98.3M · 618 participants

EAST CENTRAL ILLINOIS PIPE TRADES PENSION FUND

$96.1M · 362 participants