Original filing (PDF)20251001145417NAL0005991059001

BOARD OF TRUSTEES BRICKLAYERS SUPPLEMENTAL ANNUITY FUND

Name: BOARD OF TRUSTEES BRICKLAYERS SUPPLEMENTAL ANNUITY FUND — BRICKLAYERS SUPPLEMENTAL ANNUITY FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES BRICKLAYERS SUPPLEMENTAL ANNUITY FUND

Form 5500

FILING_RECEIVED

BRICKLAYERS SUPPLEMENTAL ANNUITY FUND

Defined-contribution retirement plan

Signals · 2

No recordkeeper disclosed11 service providers

Active participants

1,211

Accounts w/ balance

2,732

Plan assets (EOY)

$97.7M

Net assets (EOY)

$94.3M

How this plan invests

This plan

3 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 SUPPLEMENTAL ANNUITY FUND.

Plan sponsor

Name

BOARD OF TRUSTEES BRICKLAYERS SUPPLEMENTAL ANNUITY FUND

EIN

51-6135078

Address

66-05 WOODHAVEN BOULEVARD · REGO PARK, NY · 113745227

Phone

(718) 459-5800

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

SCHULTHEIS & PANETTIERI, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

11 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHULTHEIS & PANETTIERI LLP	13-1577780	—	NONE	$95K	—
DOAR RIECK KALEY & MACK	13-4120430	—	NONE	$56K	—
HIGHLAND CAPITAL MANAGEMENT	27-5440911	—	NONE	$47K	—
ATLANTA SOSNOFF CAPITAL, LLC	20-0461050	—	NONE	$45K	—
FUMAN MOGILA LLP	93-1652658	—	NONE	$30K	—
QUAN - VEST CONSULTANTS, INC.

Investments

3 pooled funds· $39.1M(40% 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 EQUITY IND COMERICA BANK & TRUST, NATIONAL ASSO · EIN 38-3558170 / PN 001	Common Collective Trust	$30.6M	31.3%
INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001	Common Collective Trust	$4.8M	4.9%

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