Original filing (PDF)20260115184224NAL0022756656003

BRICKLAYERS LOCAL UNION NO 1 OF DELAWARE

Name: BRICKLAYERS LOCAL UNION NO 1 OF DELAWARE — B.A.C. LOCAL 1 - DE/PA PENSION TRUST, Form 5500 (2024)
Creator: BRICKLAYERS LOCAL UNION NO 1 OF DELAWARE

Form 5500

FILING_RECEIVED

B.A.C. LOCAL 1 - DE/PA PENSION TRUST

Defined-benefit pension plan

Signals · 4

58% in single holding~86 bps in Sched C feesNo recordkeeper disclosed7 service providers

Active participants

427

Accounts w/ balance

—

Plan assets (EOY)

$44.3M

Net assets (EOY)

$43.8M

How this plan invests

This plan

13 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

100

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRICKLAYERS LOCAL UNION NO 1 OF DELAWARE.

Plan sponsor

Name

BRICKLAYERS LOCAL UNION NO 1 OF DELAWARE

EIN

51-6019120

Address

2704 BLACK LAKE PLACE · PHILADELPHIA, PA · 191540000

Phone

(215) 437-0828

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-15

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

BELFINT, LYONS & SHUMAN, P.A.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
STACEY BRAUN ASSOCIATES	13-2889432	—	NONE	$120K	—
BRICKLAYERS BENEFIT PLANS	23-1939024	—	NONE	$87K	—
SEGAL COMPANY	13-1835864	—	NONE	$57K	—
ZENITH AMERICAN SOLUTIONS, INC.	25-1696740	—	NONE

Investments

13 direct securities· $9.7M(22% of reported assets)

Other securities

$9.0M

10 holdings

Bonds / Notes

$610K

3 holdings

					% of plan
(i) Net Gainor (Loss) $ (h) Date 2,383,553	Other securities	—	$3.4M	$5.6M	12.7%
Price Selling	Other securities	—	$3.4M	$2.2M	5.0%
03.600% Due 05/14/202504.500% Due 05/14/203502.000% Due 05/18/203204.700% Due 12/01/203203.125% Due 05/01/202502.800% Due 02/15/203005.100% Due 10/01/203504.500% Due 01/01/202802.300% Due 03/01/203006.000% Due 10/15/203601.900% Due 01/28/203102.650% Due 07/01/202703.200% Due 06/15/202604.750% Due 04/15/202904.400% Due 03/15/204205.500% Due 04/15/204101.150% Due 05/13/202602.954% Due 05/16/202604.000% Due 05/01/203204.950% Due 02/26/203103.800% Due 05/15/202803.150% Due 04/01/202504.000% Due 11/02/203204.150% Due 11/02/204203.900% Due 02/01/	Bonds / Notes	—	$203K	$204K	0.5%
$ (c)	Other securities	—	—	$204K	0.5%
03.850% Due 03/15/202603.625% Due 04/01/203004.250% Due 05/04/202803.250% Due 04/15/203204.850% Due 10/15/203104.000% Due 12/15/203204.375% Due 12/05/203303.250% Due 04/01/202604.500% Due 04/01/204602.500% Due 04/15/202604.375% Due 03/15/202902.250% Due 11/15/203005.000% Due 10/15/202703.600% Due 11/13/202504.550% Due 03/23/203003.500% Due 02/12/203505.000% Due 02/07/203104.023% Due 11/01/203202.750% Due 11/01/202904.450% Due 06/20/202503.950% Due 10/30/202505.200% Due 08/01/204304.350% Due 06/01/202804.300% Due 07/08/203403.250% Due 03/01/	Bonds / Notes	—	$203K	$203K	0.5%
$ (c)	Other securities	—	—	$203K	0.5%
02.000% Due 06/30/203004.550% Due 03/01/202803.650% Due 03/07/202803.300% Due 05/15/202602.000% Due 09/01/202901.750% Due 10/15/202802.375% Due 07/22/202602.100% Due 03/22/202803.150% Due 11/15/202701.150% Due 03/15/202802.000% Due 05/15/	Bonds / Notes	—	$203K	$203K	0.5%
$ (c)	Other securities	—	—	$203K	0.5%
$ (c)	Other securities	—	—	$203K	0.5%
(d)	Other securities	—	—	$151K	0.3%
(e)	Other securities	—	—	$147K	0.3%
(No. of Units/Rate of Interest) 50,000	Other securities	—	$15K	$50K	0.1%
(No. of Units/Rate of Interest) 50,00060,00050,000	Other securities	—	$35K	$25K	<0.1%

1–13 of 13

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