401k Plan data: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN plan

BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 401k Plan overview

Plan Name	BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN
Plan identification number	001

BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BRICKLAYERS LOCAL UNION NO. 5 has sponsored the creation of one or more 401k plans.

Company Name: BRICKLAYERS LOCAL UNION NO. 5

Employer identification number (EIN): 556069713

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 STEPHEN RUBLE
001 2015-07-01 STEPHEN RUBLE
001 2014-07-01 STEPHEN RUBLE
001 2014-07-01 STEPHEN RUBLE
001 2013-07-01 STEPHEN RUBLE
001 2012-07-01 STEPHEN RUBLE
001 2011-07-01 BILLY JOE SMITH
001 2009-07-01 BILLY JOE SMITH

Plan Statistics for BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN

401k plan membership statisitcs for BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN

Measure Date Value
2023: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2023 401k membership
Current value of assets 2023-06-30 1,500,031
Acturial value of assets for funding standard account 2023-06-30 1,500,031
Accrued liabiliy under entry age normal method 2023-06-30 1,866,606
Normal cost under entry age normal method 2023-06-30 23,310
Accrued liability under unit credit cost method 2023-06-30 1,852,418
RPA 94 current liability 2023-06-30 2,988,623
Expected increase in current liability due to benefits accruing during the plan year 2023-06-30 32,218
Expected release from RPA 94 current liability for plan year 2023-06-30 70,004
Expected plan disbursements for the plan year 2023-06-30 70,004
Current value of assets 2023-06-30 1,500,031
Number of retired participants and beneficiaries receiving payment 2023-06-30 14
Current liability for retired participants and beneficiaries receiving payment 2023-06-30 859,052
Number of terminated vested participants 2023-06-30 29
Current liability for terminated vested participants 2023-06-30 1,452,766
Current liability for active participants non vested benefits 2023-06-30 76,186
Current liability for active participants vested benefits 2023-06-30 600,619
Total number of active articipats 2023-06-30 15
Current liability for active participants 2023-06-30 676,805
Total participant count with liabilities 2023-06-30 58
Total current liabilitoes for participants with libailities 2023-06-30 2,988,623
Total employer contributions in plan year 2023-06-30 110,635
Total employee contributions in plan year 2023-06-30 0
Prior year funding deficiency 2023-06-30 0
Employer’s normal cost for plan year as of valuation date 2023-06-30 86,040
Prior year credit balance 2023-06-30 183,894
2022: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 63
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 24
Number of retired or separated participants receiving benefits 2022-07-01 12
Number of other retired or separated participants entitled to future benefits 2022-07-01 27
Total of all active and inactive participants 2022-07-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 2
Total participants 2022-07-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 2
Number of employers contributing to the scheme 2022-07-01 16
Current value of assets 2022-06-30 1,787,099
Acturial value of assets for funding standard account 2022-06-30 1,787,099
Accrued liabiliy under entry age normal method 2022-06-30 1,789,326
Normal cost under entry age normal method 2022-06-30 25,845
Accrued liability under unit credit cost method 2022-06-30 1,812,380
RPA 94 current liability 2022-06-30 2,913,340
Expected increase in current liability due to benefits accruing during the plan year 2022-06-30 33,123
Expected release from RPA 94 current liability for plan year 2022-06-30 61,603
Expected plan disbursements for the plan year 2022-06-30 61,603
Current value of assets 2022-06-30 1,787,099
Number of retired participants and beneficiaries receiving payment 2022-06-30 11
Current liability for retired participants and beneficiaries receiving payment 2022-06-30 582,347
Number of terminated vested participants 2022-06-30 26
Current liability for terminated vested participants 2022-06-30 1,282,881
Current liability for active participants non vested benefits 2022-06-30 63,505
Current liability for active participants vested benefits 2022-06-30 984,607
Total number of active articipats 2022-06-30 23
Current liability for active participants 2022-06-30 1,048,112
Total participant count with liabilities 2022-06-30 60
Total current liabilitoes for participants with libailities 2022-06-30 2,913,340
Total employer contributions in plan year 2022-06-30 63,923
Total employee contributions in plan year 2022-06-30 0
Employer’s normal cost for plan year as of valuation date 2022-06-30 39,721
Prior year credit balance 2022-06-30 152,113
2021: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 60
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 20
Number of retired or separated participants receiving benefits 2021-07-01 12
Number of other retired or separated participants entitled to future benefits 2021-07-01 28
Total of all active and inactive participants 2021-07-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 3
Total participants 2021-07-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 5
Number of employers contributing to the scheme 2021-07-01 14
Current value of assets 2021-06-30 1,513,609
Acturial value of assets for funding standard account 2021-06-30 1,513,609
Accrued liabiliy under entry age normal method 2021-06-30 1,789,309
Normal cost under entry age normal method 2021-06-30 25,639
Accrued liability under unit credit cost method 2021-06-30 1,782,440
RPA 94 current liability 2021-06-30 2,723,381
Expected increase in current liability due to benefits accruing during the plan year 2021-06-30 34,022
Expected release from RPA 94 current liability for plan year 2021-06-30 53,384
Expected plan disbursements for the plan year 2021-06-30 53,384
Current value of assets 2021-06-30 1,513,609
Number of retired participants and beneficiaries receiving payment 2021-06-30 10
Current liability for retired participants and beneficiaries receiving payment 2021-06-30 543,760
Number of terminated vested participants 2021-06-30 25
Current liability for terminated vested participants 2021-06-30 1,143,331
Current liability for active participants non vested benefits 2021-06-30 80,225
Current liability for active participants vested benefits 2021-06-30 956,065
Total number of active articipats 2021-06-30 25
Current liability for active participants 2021-06-30 1,036,290
Total participant count with liabilities 2021-06-30 60
Total current liabilitoes for participants with libailities 2021-06-30 2,723,381
Total employer contributions in plan year 2021-06-30 61,512
Total employee contributions in plan year 2021-06-30 0
Employer’s normal cost for plan year as of valuation date 2021-06-30 62,875
Prior year credit balance 2021-06-30 147,422
Amortization credits as of valuation date 2021-06-30 0
2020: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 60
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 23
Number of retired or separated participants receiving benefits 2020-07-01 10
Number of other retired or separated participants entitled to future benefits 2020-07-01 25
Total of all active and inactive participants 2020-07-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 2
Total participants 2020-07-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 7
Number of employers contributing to the scheme 2020-07-01 14
Current value of assets 2020-06-30 1,392,289
Acturial value of assets for funding standard account 2020-06-30 1,392,289
Accrued liabiliy under entry age normal method 2020-06-30 1,935,622
Normal cost under entry age normal method 2020-06-30 39,984
Accrued liability under unit credit cost method 2020-06-30 1,791,725
RPA 94 current liability 2020-06-30 2,599,265
Expected increase in current liability due to benefits accruing during the plan year 2020-06-30 67,862
Expected release from RPA 94 current liability for plan year 2020-06-30 52,387
Expected plan disbursements for the plan year 2020-06-30 52,387
Current value of assets 2020-06-30 1,392,289
Number of retired participants and beneficiaries receiving payment 2020-06-30 11
Current liability for retired participants and beneficiaries receiving payment 2020-06-30 561,025
Number of terminated vested participants 2020-06-30 28
Current liability for terminated vested participants 2020-06-30 1,102,700
Current liability for active participants non vested benefits 2020-06-30 168,158
Current liability for active participants vested benefits 2020-06-30 767,382
Total number of active articipats 2020-06-30 27
Current liability for active participants 2020-06-30 935,540
Total participant count with liabilities 2020-06-30 66
Total current liabilitoes for participants with libailities 2020-06-30 2,599,265
Total employer contributions in plan year 2020-06-30 79,639
Total employee contributions in plan year 2020-06-30 0
Employer’s normal cost for plan year as of valuation date 2020-06-30 100,548
Prior year credit balance 2020-06-30 162,963
2019: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 66
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 25
Number of retired or separated participants receiving benefits 2019-07-01 9
Number of other retired or separated participants entitled to future benefits 2019-07-01 24
Total of all active and inactive participants 2019-07-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 2
Total participants 2019-07-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 5
Number of employers contributing to the scheme 2019-07-01 14
Current value of assets 2019-06-30 1,305,321
Acturial value of assets for funding standard account 2019-06-30 1,305,321
Accrued liabiliy under entry age normal method 2019-06-30 1,779,783
Normal cost under entry age normal method 2019-06-30 36,457
Accrued liability under unit credit cost method 2019-06-30 1,691,558
RPA 94 current liability 2019-06-30 2,513,621
Expected increase in current liability due to benefits accruing during the plan year 2019-06-30 55,677
Expected release from RPA 94 current liability for plan year 2019-06-30 55,344
Expected plan disbursements for the plan year 2019-06-30 55,344
Current value of assets 2019-06-30 1,305,321
Number of retired participants and beneficiaries receiving payment 2019-06-30 11
Current liability for retired participants and beneficiaries receiving payment 2019-06-30 596,283
Number of terminated vested participants 2019-06-30 28
Current liability for terminated vested participants 2019-06-30 1,102,272
Current liability for active participants non vested benefits 2019-06-30 91,595
Current liability for active participants vested benefits 2019-06-30 723,471
Total number of active articipats 2019-06-30 26
Current liability for active participants 2019-06-30 815,066
Total participant count with liabilities 2019-06-30 65
Total current liabilitoes for participants with libailities 2019-06-30 2,513,621
Total employer contributions in plan year 2019-06-30 91,724
Total employee contributions in plan year 2019-06-30 0
Employer’s normal cost for plan year as of valuation date 2019-06-30 85,020
Prior year credit balance 2019-06-30 150,418
Amortization credits as of valuation date 2019-06-30 0
2018: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 65
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 27
Number of retired or separated participants receiving benefits 2018-07-01 10
Number of other retired or separated participants entitled to future benefits 2018-07-01 26
Total of all active and inactive participants 2018-07-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 3
Total participants 2018-07-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 4
Number of employers contributing to the scheme 2018-07-01 15
Current value of assets 2018-06-30 1,246,177
Acturial value of assets for funding standard account 2018-06-30 1,246,177
Accrued liabiliy under entry age normal method 2018-06-30 1,631,645
Normal cost under entry age normal method 2018-06-30 34,546
Accrued liability under unit credit cost method 2018-06-30 1,620,478
RPA 94 current liability 2018-06-30 2,317,452
Expected increase in current liability due to benefits accruing during the plan year 2018-06-30 42,420
Expected release from RPA 94 current liability for plan year 2018-06-30 51,222
Expected plan disbursements for the plan year 2018-06-30 51,222
Current value of assets 2018-06-30 1,246,177
Number of retired participants and beneficiaries receiving payment 2018-06-30 6
Current liability for retired participants and beneficiaries receiving payment 2018-06-30 263,321
Number of terminated vested participants 2018-06-30 29
Current liability for terminated vested participants 2018-06-30 1,152,267
Current liability for active participants non vested benefits 2018-06-30 80,241
Current liability for active participants vested benefits 2018-06-30 821,623
Total number of active articipats 2018-06-30 30
Current liability for active participants 2018-06-30 901,864
Total participant count with liabilities 2018-06-30 65
Total current liabilitoes for participants with libailities 2018-06-30 2,317,452
Total employer contributions in plan year 2018-06-30 59,526
Total employee contributions in plan year 2018-06-30 0
Employer’s normal cost for plan year as of valuation date 2018-06-30 76,290
Prior year credit balance 2018-06-30 161,163
Amortization credits as of valuation date 2018-06-30 0
2017: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 65
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 26
Number of retired or separated participants receiving benefits 2017-07-01 10
Number of other retired or separated participants entitled to future benefits 2017-07-01 26
Total of all active and inactive participants 2017-07-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 3
Total participants 2017-07-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 7
Number of employers contributing to the scheme 2017-07-01 26
Current value of assets 2017-06-30 1,168,803
Acturial value of assets for funding standard account 2017-06-30 1,168,803
Accrued liability for plan using immediate gains methods 2017-06-30 1,185,238
Accrued liability under unit credit cost method 2017-06-30 1,185,238
RPA 94 current liability 2017-06-30 2,209,520
Expected increase in current liability due to benefits accruing during the plan year 2017-06-30 61,166
Expected release from RPA 94 current liability for plan year 2017-06-30 28,507
Expected plan disbursements for the plan year 2017-06-30 28,507
Current value of assets 2017-06-30 1,168,803
Number of retired participants and beneficiaries receiving payment 2017-06-30 4
Current liability for retired participants and beneficiaries receiving payment 2017-06-30 228,536
Number of terminated vested participants 2017-06-30 26
Current liability for terminated vested participants 2017-06-30 794,415
Current liability for active participants non vested benefits 2017-06-30 148,196
Current liability for active participants vested benefits 2017-06-30 1,038,373
Total number of active articipats 2017-06-30 38
Current liability for active participants 2017-06-30 1,186,569
Total participant count with liabilities 2017-06-30 68
Total current liabilitoes for participants with libailities 2017-06-30 2,209,520
Total employer contributions in plan year 2017-06-30 37,309
Total employee contributions in plan year 2017-06-30 0
Prior year funding deficiency 2017-06-30 0
Employer’s normal cost for plan year as of valuation date 2017-06-30 24,914
Prior year credit balance 2017-06-30 267,406
Amortization credits as of valuation date 2017-06-30 51,209
2016: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 70
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 30
Number of retired or separated participants receiving benefits 2016-07-01 5
Number of other retired or separated participants entitled to future benefits 2016-07-01 28
Total of all active and inactive participants 2016-07-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 2
Total participants 2016-07-01 65
Number of employers contributing to the scheme 2016-07-01 18
Current value of assets 2016-06-30 1,101,330
Acturial value of assets for funding standard account 2016-06-30 1,101,330
Accrued liability for plan using immediate gains methods 2016-06-30 1,189,330
Accrued liability under unit credit cost method 2016-06-30 1,189,330
RPA 94 current liability 2016-06-30 2,069,766
Expected increase in current liability due to benefits accruing during the plan year 2016-06-30 105,517
Expected release from RPA 94 current liability for plan year 2016-06-30 22,837
Expected plan disbursements for the plan year 2016-06-30 22,837
Current value of assets 2016-06-30 1,097,481
Number of retired participants and beneficiaries receiving payment 2016-06-30 3
Current liability for retired participants and beneficiaries receiving payment 2016-06-30 145,614
Number of terminated vested participants 2016-06-30 27
Current liability for terminated vested participants 2016-06-30 841,126
Current liability for active participants non vested benefits 2016-06-30 305,599
Current liability for active participants vested benefits 2016-06-30 777,427
Total number of active articipats 2016-06-30 49
Current liability for active participants 2016-06-30 1,083,026
Total participant count with liabilities 2016-06-30 79
Total current liabilitoes for participants with libailities 2016-06-30 2,069,766
Total employer contributions in plan year 2016-06-30 79,728
Total employee contributions in plan year 2016-06-30 0
Prior year funding deficiency 2016-06-30 0
Employer’s normal cost for plan year as of valuation date 2016-06-30 48,046
Prior year credit balance 2016-06-30 353,582
Amortization credits as of valuation date 2016-06-30 46,426
2015: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 79
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 40
Number of retired or separated participants receiving benefits 2015-07-01 3
Number of other retired or separated participants entitled to future benefits 2015-07-01 25
Total of all active and inactive participants 2015-07-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 2
Total participants 2015-07-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 13
Number of employers contributing to the scheme 2015-07-01 23
Current value of assets 2015-06-30 983,466
Acturial value of assets for funding standard account 2015-06-30 983,466
Accrued liability under unit credit cost method 2015-06-30 1,018,822
RPA 94 current liability 2015-06-30 1,813,728
Expected increase in current liability due to benefits accruing during the plan year 2015-06-30 70,583
Expected release from RPA 94 current liability for plan year 2015-06-30 21,259
Expected plan disbursements for the plan year 2015-06-30 21,259
Current value of assets 2015-06-30 983,466
Number of retired participants and beneficiaries receiving payment 2015-06-30 2
Current liability for retired participants and beneficiaries receiving payment 2015-06-30 131,183
Number of terminated vested participants 2015-06-30 28
Current liability for terminated vested participants 2015-06-30 830,585
Current liability for active participants non vested benefits 2015-06-30 131,241
Current liability for active participants vested benefits 2015-06-30 720,719
Total number of active articipats 2015-06-30 39
Current liability for active participants 2015-06-30 851,960
Total participant count with liabilities 2015-06-30 69
Total current liabilitoes for participants with libailities 2015-06-30 1,813,728
Total employer contributions in plan year 2015-06-30 148,449
Total employee contributions in plan year 2015-06-30 0
Prior year funding deficiency 2015-06-30 0
Employer’s normal cost for plan year as of valuation date 2015-06-30 34,663
Prior year credit balance 2015-06-30 342,876
Amortization credits as of valuation date 2015-06-30 46,426
2014: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 69
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 49
Number of retired or separated participants receiving benefits 2014-07-01 2
Number of other retired or separated participants entitled to future benefits 2014-07-01 26
Total of all active and inactive participants 2014-07-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 2
Total participants 2014-07-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 5
Number of employers contributing to the scheme 2014-07-01 22
Current value of assets 2014-06-30 870,323
Acturial value of assets for funding standard account 2014-06-30 870,323
Accrued liability for plan using immediate gains methods 2014-06-30 1,100,845
Accrued liability under unit credit cost method 2014-06-30 1,100,845
RPA 94 current liability 2014-06-30 2,037,907
Expected increase in current liability due to benefits accruing during the plan year 2014-06-30 162,098
Expected plan disbursements for the plan year 2014-06-30 21,272
Current value of assets 2014-06-30 870,323
Number of retired participants and beneficiaries receiving payment 2014-06-30 2
Current liability for retired participants and beneficiaries receiving payment 2014-06-30 263,681
Number of terminated vested participants 2014-06-30 25
Current liability for terminated vested participants 2014-06-30 613,039
Current liability for active participants non vested benefits 2014-06-30 356,627
Current liability for active participants vested benefits 2014-06-30 804,560
Total number of active articipats 2014-06-30 58
Current liability for active participants 2014-06-30 1,161,187
Total participant count with liabilities 2014-06-30 85
Total current liabilitoes for participants with libailities 2014-06-30 2,037,907
Total employer contributions in plan year 2014-06-30 56,455
Total employee contributions in plan year 2014-06-30 0
Value in reduction in liability resulting from the reduction in benefits 2014-06-30 0
Prior year funding deficiency 2014-06-30 0
Employer’s normal cost for plan year as of valuation date 2014-06-30 72,215
Prior year credit balance 2014-06-30 479,410
Amortization credits as of valuation date 2014-06-30 19,776
2013: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 85
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 39
Number of retired or separated participants receiving benefits 2013-07-01 1
Number of other retired or separated participants entitled to future benefits 2013-07-01 27
Total of all active and inactive participants 2013-07-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 2
Total participants 2013-07-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 25
Number of employers contributing to the scheme 2013-07-01 16
2012: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 53
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 58
Number of retired or separated participants receiving benefits 2012-07-01 2
Number of other retired or separated participants entitled to future benefits 2012-07-01 24
Total of all active and inactive participants 2012-07-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
Number of employers contributing to the scheme 2012-07-01 19
2011: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 60
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 30
Number of retired or separated participants receiving benefits 2011-07-01 1
Number of other retired or separated participants entitled to future benefits 2011-07-01 21
Total of all active and inactive participants 2011-07-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
Number of employers contributing to the scheme 2011-07-01 16
2009: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 71
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 41
Number of retired or separated participants receiving benefits 2009-07-01 1
Number of other retired or separated participants entitled to future benefits 2009-07-01 24
Total of all active and inactive participants 2009-07-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 66
Number of employers contributing to the scheme 2009-07-01 15

Measure	Date	Value
2023: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2023 401k membership
Current value of assets	2023-06-30	1,500,031
Acturial value of assets for funding standard account	2023-06-30	1,500,031
Accrued liabiliy under entry age normal method	2023-06-30	1,866,606
Normal cost under entry age normal method	2023-06-30	23,310
Accrued liability under unit credit cost method	2023-06-30	1,852,418
RPA 94 current liability	2023-06-30	2,988,623
Expected increase in current liability due to benefits accruing during the plan year	2023-06-30	32,218
Expected release from RPA 94 current liability for plan year	2023-06-30	70,004
Expected plan disbursements for the plan year	2023-06-30	70,004
Current value of assets	2023-06-30	1,500,031
Number of retired participants and beneficiaries receiving payment	2023-06-30	14
Current liability for retired participants and beneficiaries receiving payment	2023-06-30	859,052
Number of terminated vested participants	2023-06-30	29
Current liability for terminated vested participants	2023-06-30	1,452,766
Current liability for active participants non vested benefits	2023-06-30	76,186
Current liability for active participants vested benefits	2023-06-30	600,619
Total number of active articipats	2023-06-30	15
Current liability for active participants	2023-06-30	676,805
Total participant count with liabilities	2023-06-30	58
Total current liabilitoes for participants with libailities	2023-06-30	2,988,623
Total employer contributions in plan year	2023-06-30	110,635
Total employee contributions in plan year	2023-06-30	0
Prior year funding deficiency	2023-06-30	0
Employer’s normal cost for plan year as of valuation date	2023-06-30	86,040
Prior year credit balance	2023-06-30	183,894
2022: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	63
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	24
Number of retired or separated participants receiving benefits	2022-07-01	12
Number of other retired or separated participants entitled to future benefits	2022-07-01	27
Total of all active and inactive participants	2022-07-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	2
Total participants	2022-07-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	2
Number of employers contributing to the scheme	2022-07-01	16
Current value of assets	2022-06-30	1,787,099
Acturial value of assets for funding standard account	2022-06-30	1,787,099
Accrued liabiliy under entry age normal method	2022-06-30	1,789,326
Normal cost under entry age normal method	2022-06-30	25,845
Accrued liability under unit credit cost method	2022-06-30	1,812,380
RPA 94 current liability	2022-06-30	2,913,340
Expected increase in current liability due to benefits accruing during the plan year	2022-06-30	33,123
Expected release from RPA 94 current liability for plan year	2022-06-30	61,603
Expected plan disbursements for the plan year	2022-06-30	61,603
Current value of assets	2022-06-30	1,787,099
Number of retired participants and beneficiaries receiving payment	2022-06-30	11
Current liability for retired participants and beneficiaries receiving payment	2022-06-30	582,347
Number of terminated vested participants	2022-06-30	26
Current liability for terminated vested participants	2022-06-30	1,282,881
Current liability for active participants non vested benefits	2022-06-30	63,505
Current liability for active participants vested benefits	2022-06-30	984,607
Total number of active articipats	2022-06-30	23
Current liability for active participants	2022-06-30	1,048,112
Total participant count with liabilities	2022-06-30	60
Total current liabilitoes for participants with libailities	2022-06-30	2,913,340
Total employer contributions in plan year	2022-06-30	63,923
Total employee contributions in plan year	2022-06-30	0
Employer’s normal cost for plan year as of valuation date	2022-06-30	39,721
Prior year credit balance	2022-06-30	152,113
2021: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	60
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	20
Number of retired or separated participants receiving benefits	2021-07-01	12
Number of other retired or separated participants entitled to future benefits	2021-07-01	28
Total of all active and inactive participants	2021-07-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	3
Total participants	2021-07-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	5
Number of employers contributing to the scheme	2021-07-01	14
Current value of assets	2021-06-30	1,513,609
Acturial value of assets for funding standard account	2021-06-30	1,513,609
Accrued liabiliy under entry age normal method	2021-06-30	1,789,309
Normal cost under entry age normal method	2021-06-30	25,639
Accrued liability under unit credit cost method	2021-06-30	1,782,440
RPA 94 current liability	2021-06-30	2,723,381
Expected increase in current liability due to benefits accruing during the plan year	2021-06-30	34,022
Expected release from RPA 94 current liability for plan year	2021-06-30	53,384
Expected plan disbursements for the plan year	2021-06-30	53,384
Current value of assets	2021-06-30	1,513,609
Number of retired participants and beneficiaries receiving payment	2021-06-30	10
Current liability for retired participants and beneficiaries receiving payment	2021-06-30	543,760
Number of terminated vested participants	2021-06-30	25
Current liability for terminated vested participants	2021-06-30	1,143,331
Current liability for active participants non vested benefits	2021-06-30	80,225
Current liability for active participants vested benefits	2021-06-30	956,065
Total number of active articipats	2021-06-30	25
Current liability for active participants	2021-06-30	1,036,290
Total participant count with liabilities	2021-06-30	60
Total current liabilitoes for participants with libailities	2021-06-30	2,723,381
Total employer contributions in plan year	2021-06-30	61,512
Total employee contributions in plan year	2021-06-30	0
Employer’s normal cost for plan year as of valuation date	2021-06-30	62,875
Prior year credit balance	2021-06-30	147,422
Amortization credits as of valuation date	2021-06-30	0
2020: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	60
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	23
Number of retired or separated participants receiving benefits	2020-07-01	10
Number of other retired or separated participants entitled to future benefits	2020-07-01	25
Total of all active and inactive participants	2020-07-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	2
Total participants	2020-07-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	7
Number of employers contributing to the scheme	2020-07-01	14
Current value of assets	2020-06-30	1,392,289
Acturial value of assets for funding standard account	2020-06-30	1,392,289
Accrued liabiliy under entry age normal method	2020-06-30	1,935,622
Normal cost under entry age normal method	2020-06-30	39,984
Accrued liability under unit credit cost method	2020-06-30	1,791,725
RPA 94 current liability	2020-06-30	2,599,265
Expected increase in current liability due to benefits accruing during the plan year	2020-06-30	67,862
Expected release from RPA 94 current liability for plan year	2020-06-30	52,387
Expected plan disbursements for the plan year	2020-06-30	52,387
Current value of assets	2020-06-30	1,392,289
Number of retired participants and beneficiaries receiving payment	2020-06-30	11
Current liability for retired participants and beneficiaries receiving payment	2020-06-30	561,025
Number of terminated vested participants	2020-06-30	28
Current liability for terminated vested participants	2020-06-30	1,102,700
Current liability for active participants non vested benefits	2020-06-30	168,158
Current liability for active participants vested benefits	2020-06-30	767,382
Total number of active articipats	2020-06-30	27
Current liability for active participants	2020-06-30	935,540
Total participant count with liabilities	2020-06-30	66
Total current liabilitoes for participants with libailities	2020-06-30	2,599,265
Total employer contributions in plan year	2020-06-30	79,639
Total employee contributions in plan year	2020-06-30	0
Employer’s normal cost for plan year as of valuation date	2020-06-30	100,548
Prior year credit balance	2020-06-30	162,963
2019: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	66
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	25
Number of retired or separated participants receiving benefits	2019-07-01	9
Number of other retired or separated participants entitled to future benefits	2019-07-01	24
Total of all active and inactive participants	2019-07-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	2
Total participants	2019-07-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	5
Number of employers contributing to the scheme	2019-07-01	14
Current value of assets	2019-06-30	1,305,321
Acturial value of assets for funding standard account	2019-06-30	1,305,321
Accrued liabiliy under entry age normal method	2019-06-30	1,779,783
Normal cost under entry age normal method	2019-06-30	36,457
Accrued liability under unit credit cost method	2019-06-30	1,691,558
RPA 94 current liability	2019-06-30	2,513,621
Expected increase in current liability due to benefits accruing during the plan year	2019-06-30	55,677
Expected release from RPA 94 current liability for plan year	2019-06-30	55,344
Expected plan disbursements for the plan year	2019-06-30	55,344
Current value of assets	2019-06-30	1,305,321
Number of retired participants and beneficiaries receiving payment	2019-06-30	11
Current liability for retired participants and beneficiaries receiving payment	2019-06-30	596,283
Number of terminated vested participants	2019-06-30	28
Current liability for terminated vested participants	2019-06-30	1,102,272
Current liability for active participants non vested benefits	2019-06-30	91,595
Current liability for active participants vested benefits	2019-06-30	723,471
Total number of active articipats	2019-06-30	26
Current liability for active participants	2019-06-30	815,066
Total participant count with liabilities	2019-06-30	65
Total current liabilitoes for participants with libailities	2019-06-30	2,513,621
Total employer contributions in plan year	2019-06-30	91,724
Total employee contributions in plan year	2019-06-30	0
Employer’s normal cost for plan year as of valuation date	2019-06-30	85,020
Prior year credit balance	2019-06-30	150,418
Amortization credits as of valuation date	2019-06-30	0
2018: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	65
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	27
Number of retired or separated participants receiving benefits	2018-07-01	10
Number of other retired or separated participants entitled to future benefits	2018-07-01	26
Total of all active and inactive participants	2018-07-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	3
Total participants	2018-07-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	4
Number of employers contributing to the scheme	2018-07-01	15
Current value of assets	2018-06-30	1,246,177
Acturial value of assets for funding standard account	2018-06-30	1,246,177
Accrued liabiliy under entry age normal method	2018-06-30	1,631,645
Normal cost under entry age normal method	2018-06-30	34,546
Accrued liability under unit credit cost method	2018-06-30	1,620,478
RPA 94 current liability	2018-06-30	2,317,452
Expected increase in current liability due to benefits accruing during the plan year	2018-06-30	42,420
Expected release from RPA 94 current liability for plan year	2018-06-30	51,222
Expected plan disbursements for the plan year	2018-06-30	51,222
Current value of assets	2018-06-30	1,246,177
Number of retired participants and beneficiaries receiving payment	2018-06-30	6
Current liability for retired participants and beneficiaries receiving payment	2018-06-30	263,321
Number of terminated vested participants	2018-06-30	29
Current liability for terminated vested participants	2018-06-30	1,152,267
Current liability for active participants non vested benefits	2018-06-30	80,241
Current liability for active participants vested benefits	2018-06-30	821,623
Total number of active articipats	2018-06-30	30
Current liability for active participants	2018-06-30	901,864
Total participant count with liabilities	2018-06-30	65
Total current liabilitoes for participants with libailities	2018-06-30	2,317,452
Total employer contributions in plan year	2018-06-30	59,526
Total employee contributions in plan year	2018-06-30	0
Employer’s normal cost for plan year as of valuation date	2018-06-30	76,290
Prior year credit balance	2018-06-30	161,163
Amortization credits as of valuation date	2018-06-30	0
2017: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	65
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	26
Number of retired or separated participants receiving benefits	2017-07-01	10
Number of other retired or separated participants entitled to future benefits	2017-07-01	26
Total of all active and inactive participants	2017-07-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	3
Total participants	2017-07-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	7
Number of employers contributing to the scheme	2017-07-01	26
Current value of assets	2017-06-30	1,168,803
Acturial value of assets for funding standard account	2017-06-30	1,168,803
Accrued liability for plan using immediate gains methods	2017-06-30	1,185,238
Accrued liability under unit credit cost method	2017-06-30	1,185,238
RPA 94 current liability	2017-06-30	2,209,520
Expected increase in current liability due to benefits accruing during the plan year	2017-06-30	61,166
Expected release from RPA 94 current liability for plan year	2017-06-30	28,507
Expected plan disbursements for the plan year	2017-06-30	28,507
Current value of assets	2017-06-30	1,168,803
Number of retired participants and beneficiaries receiving payment	2017-06-30	4
Current liability for retired participants and beneficiaries receiving payment	2017-06-30	228,536
Number of terminated vested participants	2017-06-30	26
Current liability for terminated vested participants	2017-06-30	794,415
Current liability for active participants non vested benefits	2017-06-30	148,196
Current liability for active participants vested benefits	2017-06-30	1,038,373
Total number of active articipats	2017-06-30	38
Current liability for active participants	2017-06-30	1,186,569
Total participant count with liabilities	2017-06-30	68
Total current liabilitoes for participants with libailities	2017-06-30	2,209,520
Total employer contributions in plan year	2017-06-30	37,309
Total employee contributions in plan year	2017-06-30	0
Prior year funding deficiency	2017-06-30	0
Employer’s normal cost for plan year as of valuation date	2017-06-30	24,914
Prior year credit balance	2017-06-30	267,406
Amortization credits as of valuation date	2017-06-30	51,209
2016: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	70
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	30
Number of retired or separated participants receiving benefits	2016-07-01	5
Number of other retired or separated participants entitled to future benefits	2016-07-01	28
Total of all active and inactive participants	2016-07-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	2
Total participants	2016-07-01	65
Number of employers contributing to the scheme	2016-07-01	18
Current value of assets	2016-06-30	1,101,330
Acturial value of assets for funding standard account	2016-06-30	1,101,330
Accrued liability for plan using immediate gains methods	2016-06-30	1,189,330
Accrued liability under unit credit cost method	2016-06-30	1,189,330
RPA 94 current liability	2016-06-30	2,069,766
Expected increase in current liability due to benefits accruing during the plan year	2016-06-30	105,517
Expected release from RPA 94 current liability for plan year	2016-06-30	22,837
Expected plan disbursements for the plan year	2016-06-30	22,837
Current value of assets	2016-06-30	1,097,481
Number of retired participants and beneficiaries receiving payment	2016-06-30	3
Current liability for retired participants and beneficiaries receiving payment	2016-06-30	145,614
Number of terminated vested participants	2016-06-30	27
Current liability for terminated vested participants	2016-06-30	841,126
Current liability for active participants non vested benefits	2016-06-30	305,599
Current liability for active participants vested benefits	2016-06-30	777,427
Total number of active articipats	2016-06-30	49
Current liability for active participants	2016-06-30	1,083,026
Total participant count with liabilities	2016-06-30	79
Total current liabilitoes for participants with libailities	2016-06-30	2,069,766
Total employer contributions in plan year	2016-06-30	79,728
Total employee contributions in plan year	2016-06-30	0
Prior year funding deficiency	2016-06-30	0
Employer’s normal cost for plan year as of valuation date	2016-06-30	48,046
Prior year credit balance	2016-06-30	353,582
Amortization credits as of valuation date	2016-06-30	46,426
2015: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	79
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	40
Number of retired or separated participants receiving benefits	2015-07-01	3
Number of other retired or separated participants entitled to future benefits	2015-07-01	25
Total of all active and inactive participants	2015-07-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	2
Total participants	2015-07-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	13
Number of employers contributing to the scheme	2015-07-01	23
Current value of assets	2015-06-30	983,466
Acturial value of assets for funding standard account	2015-06-30	983,466
Accrued liability under unit credit cost method	2015-06-30	1,018,822
RPA 94 current liability	2015-06-30	1,813,728
Expected increase in current liability due to benefits accruing during the plan year	2015-06-30	70,583
Expected release from RPA 94 current liability for plan year	2015-06-30	21,259
Expected plan disbursements for the plan year	2015-06-30	21,259
Current value of assets	2015-06-30	983,466
Number of retired participants and beneficiaries receiving payment	2015-06-30	2
Current liability for retired participants and beneficiaries receiving payment	2015-06-30	131,183
Number of terminated vested participants	2015-06-30	28
Current liability for terminated vested participants	2015-06-30	830,585
Current liability for active participants non vested benefits	2015-06-30	131,241
Current liability for active participants vested benefits	2015-06-30	720,719
Total number of active articipats	2015-06-30	39
Current liability for active participants	2015-06-30	851,960
Total participant count with liabilities	2015-06-30	69
Total current liabilitoes for participants with libailities	2015-06-30	1,813,728
Total employer contributions in plan year	2015-06-30	148,449
Total employee contributions in plan year	2015-06-30	0
Prior year funding deficiency	2015-06-30	0
Employer’s normal cost for plan year as of valuation date	2015-06-30	34,663
Prior year credit balance	2015-06-30	342,876
Amortization credits as of valuation date	2015-06-30	46,426
2014: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	69
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	49
Number of retired or separated participants receiving benefits	2014-07-01	2
Number of other retired or separated participants entitled to future benefits	2014-07-01	26
Total of all active and inactive participants	2014-07-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	2
Total participants	2014-07-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	5
Number of employers contributing to the scheme	2014-07-01	22
Current value of assets	2014-06-30	870,323
Acturial value of assets for funding standard account	2014-06-30	870,323
Accrued liability for plan using immediate gains methods	2014-06-30	1,100,845
Accrued liability under unit credit cost method	2014-06-30	1,100,845
RPA 94 current liability	2014-06-30	2,037,907
Expected increase in current liability due to benefits accruing during the plan year	2014-06-30	162,098
Expected plan disbursements for the plan year	2014-06-30	21,272
Current value of assets	2014-06-30	870,323
Number of retired participants and beneficiaries receiving payment	2014-06-30	2
Current liability for retired participants and beneficiaries receiving payment	2014-06-30	263,681
Number of terminated vested participants	2014-06-30	25
Current liability for terminated vested participants	2014-06-30	613,039
Current liability for active participants non vested benefits	2014-06-30	356,627
Current liability for active participants vested benefits	2014-06-30	804,560
Total number of active articipats	2014-06-30	58
Current liability for active participants	2014-06-30	1,161,187
Total participant count with liabilities	2014-06-30	85
Total current liabilitoes for participants with libailities	2014-06-30	2,037,907
Total employer contributions in plan year	2014-06-30	56,455
Total employee contributions in plan year	2014-06-30	0
Value in reduction in liability resulting from the reduction in benefits	2014-06-30	0
Prior year funding deficiency	2014-06-30	0
Employer’s normal cost for plan year as of valuation date	2014-06-30	72,215
Prior year credit balance	2014-06-30	479,410
Amortization credits as of valuation date	2014-06-30	19,776
2013: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	85
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	39
Number of retired or separated participants receiving benefits	2013-07-01	1
Number of other retired or separated participants entitled to future benefits	2013-07-01	27
Total of all active and inactive participants	2013-07-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	2
Total participants	2013-07-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	25
Number of employers contributing to the scheme	2013-07-01	16
2012: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	53
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	58
Number of retired or separated participants receiving benefits	2012-07-01	2
Number of other retired or separated participants entitled to future benefits	2012-07-01	24
Total of all active and inactive participants	2012-07-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
Number of employers contributing to the scheme	2012-07-01	19
2011: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	60
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	30
Number of retired or separated participants receiving benefits	2011-07-01	1
Number of other retired or separated participants entitled to future benefits	2011-07-01	21
Total of all active and inactive participants	2011-07-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
Number of employers contributing to the scheme	2011-07-01	16
2009: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	71
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	41
Number of retired or separated participants receiving benefits	2009-07-01	1
Number of other retired or separated participants entitled to future benefits	2009-07-01	24
Total of all active and inactive participants	2009-07-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	66
Number of employers contributing to the scheme	2009-07-01	15

Financial Data on BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN

Measure	Date	Value
2023 : BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-06-30	$0
Total plan liabilities at beginning of year	2023-06-30	$2,886
Total income from all sources	2023-06-30	$242,338
Expenses. Total of all expenses incurred	2023-06-30	$90,838
Benefits paid (including direct rollovers)	2023-06-30	$55,416
Total plan assets at end of year	2023-06-30	$1,651,531
Total plan assets at beginning of year	2023-06-30	$1,502,917
Value of fidelity bond covering the plan	2023-06-30	$1,000,000
Other income received	2023-06-30	$131,703
Net income (gross income less expenses)	2023-06-30	$151,500
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$1,651,531
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$1,500,031
Total contributions received or receivable from employer(s)	2023-06-30	$110,635
Expenses. Administrative service providers (salaries,fees and commissions)	2023-06-30	$35,422
2022 : BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-06-30	$2,886
Total plan liabilities at beginning of year	2022-06-30	$2,886
Total income from all sources	2022-06-30	$-197,089
Expenses. Total of all expenses incurred	2022-06-30	$89,979
Benefits paid (including direct rollovers)	2022-06-30	$57,404
Total plan assets at end of year	2022-06-30	$1,502,917
Total plan assets at beginning of year	2022-06-30	$1,789,985
Value of fidelity bond covering the plan	2022-06-30	$1,000,000
Other income received	2022-06-30	$-261,012
Net income (gross income less expenses)	2022-06-30	$-287,068
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$1,500,031
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$1,787,099
Total contributions received or receivable from employer(s)	2022-06-30	$63,923
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$32,575
2021 : BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-06-30	$2,886
Total plan liabilities at beginning of year	2021-06-30	$3,849
Total income from all sources	2021-06-30	$368,244
Expenses. Total of all expenses incurred	2021-06-30	$94,754
Benefits paid (including direct rollovers)	2021-06-30	$55,455
Total plan assets at end of year	2021-06-30	$1,789,985
Total plan assets at beginning of year	2021-06-30	$1,517,458
Value of fidelity bond covering the plan	2021-06-30	$1,000,000
Other income received	2021-06-30	$306,732
Net income (gross income less expenses)	2021-06-30	$273,490
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$1,787,099
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$1,513,609
Total contributions received or receivable from employer(s)	2021-06-30	$61,512
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$39,299
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
2020 : BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-06-30	$3,849
Total plan liabilities at beginning of year	2020-06-30	$3,849
Total income from all sources	2020-06-30	$191,864
Expenses. Total of all expenses incurred	2020-06-30	$70,544
Benefits paid (including direct rollovers)	2020-06-30	$49,660
Total plan assets at end of year	2020-06-30	$1,517,458
Total plan assets at beginning of year	2020-06-30	$1,396,138
Value of fidelity bond covering the plan	2020-06-30	$1,000,000
Other income received	2020-06-30	$112,225
Net income (gross income less expenses)	2020-06-30	$121,320
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$1,513,609
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$1,392,289
Total contributions received or receivable from employer(s)	2020-06-30	$79,639
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$20,884
2019 : BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-06-30	$3,849
Total plan liabilities at beginning of year	2019-06-30	$3,849
Total income from all sources	2019-06-30	$162,871
Expenses. Total of all expenses incurred	2019-06-30	$75,903
Benefits paid (including direct rollovers)	2019-06-30	$46,333
Total plan assets at end of year	2019-06-30	$1,396,138
Total plan assets at beginning of year	2019-06-30	$1,309,170
Value of fidelity bond covering the plan	2019-06-30	$1,000,000
Other income received	2019-06-30	$71,147
Net income (gross income less expenses)	2019-06-30	$86,968
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$1,392,289
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$1,305,321
Total contributions received or receivable from employer(s)	2019-06-30	$91,724
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$29,570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
2018 : BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
2017 : BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-06-30	$3,849
Total plan liabilities at beginning of year	2017-06-30	$3,849
Total income from all sources	2017-06-30	$131,772
Expenses. Total of all expenses incurred	2017-06-30	$54,398
Benefits paid (including direct rollovers)	2017-06-30	$28,175
Total plan assets at end of year	2017-06-30	$1,250,026
Total plan assets at beginning of year	2017-06-30	$1,172,652
Value of fidelity bond covering the plan	2017-06-30	$1,000,000
Other income received	2017-06-30	$94,463
Net income (gross income less expenses)	2017-06-30	$77,374
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$1,246,177
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$1,168,803
Total contributions received or receivable from employer(s)	2017-06-30	$37,309
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$26,223
2016 : BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-06-30	$3,849
Total plan liabilities at beginning of year	2016-06-30	$3,849
Total income from all sources	2016-06-30	$116,523
Expenses. Total of all expenses incurred	2016-06-30	$45,201
Benefits paid (including direct rollovers)	2016-06-30	$22,596
Total plan assets at end of year	2016-06-30	$1,172,652
Total plan assets at beginning of year	2016-06-30	$1,101,330
Other income received	2016-06-30	$36,795
Net income (gross income less expenses)	2016-06-30	$71,322
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$1,168,803
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$1,097,481
Total contributions received or receivable from employer(s)	2016-06-30	$79,728
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$22,605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-06-30	$3,849
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$178,761
Expenses. Total of all expenses incurred	2015-06-30	$64,746
Benefits paid (including direct rollovers)	2015-06-30	$18,661
Total plan assets at end of year	2015-06-30	$1,101,330
Total plan assets at beginning of year	2015-06-30	$983,466
Other income received	2015-06-30	$30,312
Net income (gross income less expenses)	2015-06-30	$114,015
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$1,097,481
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$983,466
Total contributions received or receivable from employer(s)	2015-06-30	$148,449
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$46,085
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$143,943
Expenses. Total of all expenses incurred	2014-06-30	$30,800
Benefits paid (including direct rollovers)	2014-06-30	$17,195
Total plan assets at end of year	2014-06-30	$983,466
Total plan assets at beginning of year	2014-06-30	$870,323
Expenses. Other expenses not covered elsewhere	2014-06-30	$13,605
Other income received	2014-06-30	$87,488
Net income (gross income less expenses)	2014-06-30	$113,143
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$983,466
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$870,323
Total contributions received or receivable from employer(s)	2014-06-30	$56,455
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total income from all sources	2013-06-30	$155,253
Expenses. Total of all expenses incurred	2013-06-30	$12,800
Benefits paid (including direct rollovers)	2013-06-30	$10,780
Total plan assets at end of year	2013-06-30	$870,323
Total plan assets at beginning of year	2013-06-30	$727,870
Total contributions received or receivable from participants	2013-06-30	$0
Expenses. Other expenses not covered elsewhere	2013-06-30	$2,020
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$44,886
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$142,453
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$870,323
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$727,870
Total contributions received or receivable from employer(s)	2013-06-30	$110,367
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total income from all sources	2012-06-30	$54,844
Expenses. Total of all expenses incurred	2012-06-30	$70,564
Benefits paid (including direct rollovers)	2012-06-30	$68,640
Total plan assets at end of year	2012-06-30	$727,870
Total plan assets at beginning of year	2012-06-30	$743,590
Value of fidelity bond covering the plan	2012-06-30	$100,000
Total contributions received or receivable from participants	2012-06-30	$0
Expenses. Other expenses not covered elsewhere	2012-06-30	$1,924
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$22,924
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$-15,720
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$727,870
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$743,590
Total contributions received or receivable from employer(s)	2012-06-30	$31,920
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total income from all sources	2011-06-30	$153,166
Expenses. Total of all expenses incurred	2011-06-30	$114,434
Benefits paid (including direct rollovers)	2011-06-30	$111,652
Total plan assets at end of year	2011-06-30	$743,590
Total plan assets at beginning of year	2011-06-30	$704,858
Value of fidelity bond covering the plan	2011-06-30	$100,000
Total contributions received or receivable from participants	2011-06-30	$0
Expenses. Other expenses not covered elsewhere	2011-06-30	$2,782
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$78,832
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$38,732
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$743,590
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$704,858
Total contributions received or receivable from employer(s)	2011-06-30	$74,334
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN

2022: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Multi-employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Multi-employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Submission has been amended	Yes
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: BRICKLAYERS LOCAL UNION NO. 5 PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRICKLAYERS LOCAL UNION NO. 5
Employer identification number (EIN):	556069713
NAIC Classification:	238100