Plan Ledger DOL Form 5500 · updated monthly

Trustees of Bricklayers and Stone Masons Il Dc No. 1 B.A.C. Annuity FuProfit-sharing plan

BRICKLAYERS AND STONE MASONS OF ILLINOIS DC NO.1, B.A.C. ANNUITY FUND · ELMHURST, IL · plan year 2024

Reported admin expense ratio · 2024
0.39%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Trustees of Bricklayers and Stone Masons Il Dc No. 1 B.A.C. Annuity Fu reported $1,093,868 in plan administrative expenses for 2024: 0.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,677 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.36% to 0.39%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 244th-largest of 3,702 plans among Illinois employers on file, and the 238th of 5,337 in construction.

Plan summary
Net assets, end of year$288,042,132
Participants with balances5,019
Active participants5,019
Employer contributions$13,437,514
Employee contributions—
Employer contribution per active participant$2,677
Average account balance$57,390
Benefits paid to participants$21,830,782
Plan auditUnmodified (clean) audit opinion
AuditorLEGACY PROFESSIONALS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$288.0M · 5,019 accts · $13.4M emplr
2023$266.6M · 5,117 accts · $14.2M emplr
2022$244.1M · 5,176 accts · $13.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,600
Investment management$486,223
Audit (IQPA)$25,250
Total administrative$1,093,868
Employer contributions to the Trustees of Bricklayers and Stone Masons Il Dc No. 1 B.A.C. Annuity Fu plan · 2024
Employer contribution per active participant$2,677
Median for plans this size$4,294
2024$2,677 per active participant
2023$2,774 per active participant
2022$2,663 per active participant

Trustees of Bricklayers and Stone Masons Il Dc No. 1 B.A.C. Annuity Fu's 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202412
LEGACY PROFESSIONALS LLP · Accounting / audit · Recordkeeping$67,850
BRIDGEWAY BENEFIT TECHNOLOGIES, LLC · Recordkeeping · Consulting$29,797
NATIONAL INVESTMENT SERVICES, INC.$184,796
WASHINGTON CAPITAL MANAGEMENT, INC. · Investment management$123,983
STRATEGIC CAPITAL INV ADVISORS · Investment advisory (plan)$116,600
DOUG JOHNSTON$60,206
NICHOLAS MARINOPOULOS$60,206
CLARION PARTNERS, LLC · Investment management$59,969
JANINA CRESPO$59,855
MELODY NEYLAND · Plan administrator$46,933
MELISSA FURTYO$28,571
DONNA REYES$26,692

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024BRIDGEWAY BENEFIT TECHNOLOGIES, LLC, LEGACY PROFESSIONALS LLP
2023BRIDGEWAY BENEFIT TECHNOLOGIES, LLC, LEGACY PROFESSIONALS LLP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,093,868 · 0.39%
2023$1,067,145 · 0.42%
2022$939,452 · 0.36%
Similar plansConstruction · Illinois
Board of Trustees-Smart Local 265 Supp Ret Svgs Plan IL$377.8M · 0.17%
Board of Trustees of Central Laborers Annuity Plan IL$355.2M · 0.60%
Board of Trustees Iuoe Local 399 Deferred Compensation Savings Plan IL$345.6M · 0.18%
Board of Trustees-Local 63 Defined Contribution Pension Fund IL$338.0M · 0.08%
Board of Trustees Operating Engineers Local 520 IL$268.8M · 0.18%
Board of Trustees Central Illinois Carpenters Retirement Savings Fund IL$254.3M · 0.24%
Clayco, Inc. IL$242.2M · 0.22%
Killiney Holdings, Inc. IL$216.7M

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Source: U.S. Department of Labor, Form 5500 series, EIN 363794397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.