2023 Form 5500 filing — Cement Masons Southern California Individual Retirement Account Defined Contribution Trust
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 20241014105504NAL0025978897001) for Cement Masons Southern California Individual Retirement Account Defined Contribution Trust, reported by Board Of Trustees, Cement Masons Southern California under EIN 95-3697340 and plan number 002. It reports 5,965 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105504NAL0025978897001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Cement Masons Southern California
- EIN
- 95-3697340
- Plan number
- 002
- Location
- Arcadia, CA
- Participants
- 5,965
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $201,770,500
- Total liabilities (EOY)
- $557,971
- Net assets (EOY)
- $201,212,529
- Employer contributions
- $11,586,312
- Total income / additions
- $40,657,575
- Benefits paid
- $9,583,768
- Administrative expenses
- $1,199,030
- Total expenses
- $10,782,798
- Net increase / (decrease)
- $29,874,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $194,759 | not reported in the loaded dataset |
| Milliman | NONE | $138,495 | $0 |
| Verus | NONE | $109,424 | not reported in the loaded dataset |
| Wohlner, Kaplon, Cutler, Halford & | NONE | $36,802 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $19,500 | not reported in the loaded dataset |