2023 Form 5500 filing — Cement Masons Pension Fund Of Local No. 165
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 20241013200140NAL0025114961001) for Cement Masons Pension Fund Of Local No. 165, reported by Board Of Trustees For Cement Masons under EIN 35-6296477 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013200140NAL0025114961001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees For Cement Masons
- EIN
- 35-6296477
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,582,280
- Total liabilities (EOY)
- $231,262
- Net assets (EOY)
- $42,351,018
- Employer contributions
- $1,950,543
- Total income / additions
- $6,710,567
- Benefits paid
- $1,739,158
- Administrative expenses
- $409,177
- Total expenses
- $2,148,335
- Net increase / (decrease)
- $4,562,232
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Chase Bank, Na | NONE | $225,787 | not reported in the loaded dataset |
| Tic International Corp | NONE | $31,427 | not reported in the loaded dataset |
| Captrust Financial Partners LLC | NONE | $27,500 | not reported in the loaded dataset |
| Asher, Gittler, & D'Alba Ltd | NONE | $25,762 | not reported in the loaded dataset |
| Foster & Foster | NONE | $19,500 | not reported in the loaded dataset |
| Legacy Professionals | NONE | $19,500 | not reported in the loaded dataset |