Back to filter
Original filing (PDF)20250529213301NAL0020172018001
BOARD OF TRUSTEES BRICKLAYERS OF INDIANA RETIREMENT PLAN
Form 5500
FILING_RECEIVED
BRICKLAYERS OF INDIANA RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
1,169
Accounts w/ balance
2,476
Plan assets (EOY)
$175.9M
Net assets (EOY)
$175.7M
How this plan invests
This plan
4 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)
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
- 22 bps in Schedule C fees — 116% above peer band of 10 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 BRICKLAYERS OF INDIANA RETIREMENT PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES BRICKLAYERS OF INDIANA RETIREMENT PLAN
EIN
35-6267233
Address
7440 WOODLAND DRIVE · INDIANAPOLIS, IN · 46278
Phone
(317) 554-9000
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-05-29
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | — | NONE | $163K | — |
| MARINER INSTITUTIONAL LLC | 59-3676225 | — | NONE | $69K | — |
| GARCIA HAMILTON & ASSOCIATES, L.P. | 76-0589652 | — | NONE | $55K | — |
| ARNOLD AND KADJAN | 36-2498571 | — | NONE | $46K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $19K | — |
| FIFTH THIRD BANK RETIREMENT SERVICE | 31-1051736 | — | NONE | $18K | — |
| RICHARD J WOLF & COMPANY INC. | 36-3182363 | — | NONE | $10K | — |
Investments
4 pooled funds· $81.2M(46% 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 |
|---|---|---|---|
| TROWEL TRADES LARGE CAP EQTY INDEX COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 38-3558170 / PN 001 | Common Collective Trust | $65.2M | 37.1% |
| GALLIARD STABLE VALUE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | $5.9M | 3.4% |
| MULTI EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $5.8M | 3.3% |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | $4.4M | 2.5% |