2023 Form 5500 filing — Cement Masons Southern California Pension 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 20241014112521NAL0026036417001) for Cement Masons Southern California Pension Trust, reported by Board Of Trustees, Cement Masons Southern California under EIN 95-3379185 and plan number 001. It reports 5,441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112521NAL0026036417001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Cement Masons Southern California
- EIN
- 95-3379185
- Plan number
- 001
- Location
- Arcadia, CA
- Participants
- 5,441
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $259,002,989
- Total liabilities (EOY)
- $173,575
- Net assets (EOY)
- $258,829,414
- Employer contributions
- $26,189,821
- Total income / additions
- $52,037,450
- Benefits paid
- $26,465,791
- Administrative expenses
- $1,719,353
- Total expenses
- $28,185,144
- Net increase / (decrease)
- $23,852,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $472,447 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $397,856 | not reported in the loaded dataset |
| Verus | NONE | $130,000 | not reported in the loaded dataset |
| Wohlner Kaplon Cutler Halford | NONE | $95,325 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $76,314 | $0 |
| Union Bank | NONE | $61,086 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $56,682 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $32,349 | $0 |
| Miller Kaplan Arase Llp | NONE | $24,000 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc. | NONE | $16,095 | not reported in the loaded dataset |
| Voya Investment Trust Co. | NONE | $15,149 | $0 |