2023 Form 5500 filing — Cement Masons Local No. 502 Retiree Welfare Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240828094259NAL0006727219001) for Cement Masons Local No. 502 Retiree Welfare Fund, reported by Board Of Trustees Of Cement Masons Local No. 502 Retiree Welfare Fund under EIN 80-0967048 and plan number 501. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828094259NAL0006727219001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Cement Masons Local No. 502 Retiree Welfare Fund
- EIN
- 80-0967048
- Plan number
- 501
- Location
- Bellwood, IL
- Participants
- 470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,675,693
- Total liabilities (EOY)
- $826,323
- Net assets (EOY)
- $17,849,370
- Employer contributions
- $5,905,493
- Participant contributions
- $109,410
- Total income / additions
- $7,896,318
- Benefits paid
- $6,492,947
- Administrative expenses
- $503,705
- Total expenses
- $6,996,652
- Net increase / (decrease)
- $899,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marathon Health | NONE | $152,431 | not reported in the loaded dataset |
| Bluecross Blueshield Of Illinois | NONE | $111,008 | $0 |
| Union Eyes, LLC | NONE | $66,933 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $52,448 | not reported in the loaded dataset |
| Johnson & Krol LLC | NONE | $40,174 | not reported in the loaded dataset |
| William Beeman | EMPLOYEE | $38,672 | not reported in the loaded dataset |
| Lucila Duarte | EMPLOYEE | $33,316 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $23,457 | not reported in the loaded dataset |
| Tfbc, LLC | NONE | $19,334 | not reported in the loaded dataset |
| Sav-Rx Prescription Services | NONE | $17,371 | not reported in the loaded dataset |
| National Investment Services | NONE | $16,669 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $14,736 | not reported in the loaded dataset |
| Ucs Holdings, Inc. | NONE | $7,531 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $7,057 | $0 |
| Marquette Associates | NONE | $6,000 | not reported in the loaded dataset |