2023 Form 5500 filing — Operative Plasterers & Cement Masons Officers & Employees Pension 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 20241009110457NAL0010548067002) for Operative Plasterers & Cement Masons Officers & Employees Pension Fund, reported by Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste under EIN 52-6135348 and plan number 002. It reports 1,042 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009110457NAL0010548067002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste
- EIN
- 52-6135348
- Plan number
- 002
- Location
- Sparks, MD
- Participants
- 1,042
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,749,859
- Total liabilities (EOY)
- $120,334
- Net assets (EOY)
- $98,629,525
- Employer contributions
- $8,183,273
- Total income / additions
- $17,519,109
- Benefits paid
- $9,184,154
- Administrative expenses
- $1,051,837
- Total expenses
- $10,235,991
- Net increase / (decrease)
- $7,283,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Johnston Asset Management Corp | NONE | $154,360 | not reported in the loaded dataset |
| Associated Administrators LLC | NONE | $104,202 | not reported in the loaded dataset |
| Hamilton Lane Advisors LLC | NONE | $0 | $86,077 |
| Investment Performance Services | NONE | $85,000 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $72,321 | not reported in the loaded dataset |
| Old Glory Asset Management | NONE | $69,586 | $0 |
| Boyd Watterson Asset Management, Ll | NONE | $60,969 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $60,918 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $53,264 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $0 | $49,469 |
| Entrustpermal Partners Offshore Lp | NONE | $43,956 | $0 |
| Novak Francella LLC | NONE | $43,724 | not reported in the loaded dataset |
| Jag Capital Management | NONE | $0 | $41,411 |
| Dcm Advisors | NONE | $0 | $28,664 |
| Aristotle Capital Management, LLC | NONE | $20,735 | not reported in the loaded dataset |
| Pnc Bank, Na | NONE | $18,802 | $0 |
| O'Donoghue & O'Donoghue | NONE | $9,287 | not reported in the loaded dataset |
| Ullico | NONE | $6,754 | not reported in the loaded dataset |
| Mount Vernon Associates | NONE | $0 | $5,052 |