2023 Form 5500 filing — Concrete Block 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 20241014170021NAL0027924913002) for Concrete Block Employers Pension Plan, reported by Board Of Trustees Of Concrete Block Employers Tr under EIN 95-4179665 and plan number 001. It reports 672 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170021NAL0027924913002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Concrete Block Employers Tr
- EIN
- 95-4179665
- Plan number
- 001
- Location
- Sun Valley, CA
- Participants
- 672
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,747,317
- Total liabilities (EOY)
- $95,260
- Net assets (EOY)
- $21,652,057
- Employer contributions
- $980,000
- Participant contributions
- $0
- Total income / additions
- $3,330,571
- Benefits paid
- $859,708
- Administrative expenses
- $263,660
- Total expenses
- $1,123,368
- Net increase / (decrease)
- $2,207,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Liden, Nestle, Soled & Associates | LIDEN, NESTLE, SOLED & AS | $72,120 | $0 |
| Principal Bank | NONE | $69,322 | $0 |
| Horizon Actuarial Services, LLC | NONE | $63,534 | $0 |
| Caskey, Mandell, Karp & Block Llp | NONE | $30,000 | $0 |
| Meredith J. Sesser | NONE | $4,856 | $0 |