2023 Form 5500 filing — Illinois Operative Plasterers & Cement Masons Annuity 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 20241014143210NAL0015110131001) for Illinois Operative Plasterers & Cement Masons Annuity Fund, reported by Joint Board Of Trustees Of The Illinois Operative Plasterers & Cement under EIN 37-1358640 and plan number 002. It reports 1,268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143210NAL0015110131001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of The Illinois Operative Plasterers & Cement
- EIN
- 37-1358640
- Plan number
- 002
- Location
- Peoria, IL
- Participants
- 1,268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,550,359
- Total liabilities (EOY)
- $24,721
- Net assets (EOY)
- $31,525,638
- Employer contributions
- $3,456,598
- Total income / additions
- $7,790,791
- Benefits paid
- $3,443,394
- Administrative expenses
- $155,664
- Total expenses
- $3,599,058
- Net increase / (decrease)
- $4,191,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| David Vaughn Investments | NONE | $43,036 | not reported in the loaded dataset |
| Kerber, Eck & Braeckel Llp | NONE | $43,032 | not reported in the loaded dataset |
| Quorum Group | NONE | $25,037 | not reported in the loaded dataset |
| Cavanagh & Ohara | NONE | $21,973 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $12,235 | not reported in the loaded dataset |