2023 Form 5500 filing — Cement Masons - Employers Pension Plan
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 20241009140201NAL0019394449001) for Cement Masons - Employers Pension Plan, reported by Cement Masons - Employers Pension Trust under EIN 93-6073070 and plan number 001. It reports 1,332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009140201NAL0019394449001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Cement Masons - Employers Pension Trust
- EIN
- 93-6073070
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 1,332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,894,560
- Total liabilities (EOY)
- $158,136
- Net assets (EOY)
- $115,736,424
- Employer contributions
- $7,772,396
- Total income / additions
- $19,592,489
- Benefits paid
- $8,412,107
- Administrative expenses
- $794,261
- Total expenses
- $9,206,368
- Net increase / (decrease)
- $10,386,121
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Masonry Industry Trust Admin. | not reported in the loaded dataset | $180,152 | not reported in the loaded dataset |
| Washington Capital Management Inc. | not reported in the loaded dataset | $134,689 | not reported in the loaded dataset |
| Bradley L. Middleton, Pc | not reported in the loaded dataset | $94,782 | not reported in the loaded dataset |
| Milliman | not reported in the loaded dataset | $85,167 | not reported in the loaded dataset |
| Middleton & Co., Cpa, Pc | not reported in the loaded dataset | $84,750 | not reported in the loaded dataset |
| Quest Investment Management, Inc. | not reported in the loaded dataset | $82,112 | not reported in the loaded dataset |
| Dodge & Cox Funds-Dodwx | not reported in the loaded dataset | not reported in the loaded dataset | $74,980 |
| Metropolitan West Asset Mgmt, LLC | not reported in the loaded dataset | not reported in the loaded dataset | $59,447 |
| Dodge And Cox Funds-Dodgx | not reported in the loaded dataset | not reported in the loaded dataset | $49,379 |
| Massachusetts Financial Services Co | not reported in the loaded dataset | not reported in the loaded dataset | $41,643 |
| Highland Capital Advisors, LLC | not reported in the loaded dataset | $29,086 | not reported in the loaded dataset |
| Capital Research & Management Co. | not reported in the loaded dataset | not reported in the loaded dataset | $26,385 |
| Keycorp | not reported in the loaded dataset | $24,073 | $1,353 |
| Markel American Insur. Co. | not reported in the loaded dataset | $19,145 | not reported in the loaded dataset |
| Chubb | not reported in the loaded dataset | $5,395 | not reported in the loaded dataset |
| Us Bank National Association | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |