2023 Form 5500 filing — Operative Plasterers And Cement Masons Local 29 Annuity 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 20241015113010NAL0014491843007) for Operative Plasterers And Cement Masons Local 29 Annuity Plan, reported by Operative Plasterers&Cement Masons Local 29 Annuity Fund under EIN 22-1507478 and plan number 003. It reports 441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113010NAL0014491843007
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operative Plasterers&Cement Masons Local 29 Annuity Fund
- EIN
- 22-1507478
- Plan number
- 003
- Location
- Jersey City, NJ
- Participants
- 441
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,873,849
- Net assets (EOY)
- $21,873,849
- Employer contributions
- $1,449,628
- Total income / additions
- $3,241,999
- Benefits paid
- $2,341,435
- Administrative expenses
- $231,739
- Total expenses
- $2,573,174
- Net increase / (decrease)
- $668,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $152,796 | not reported in the loaded dataset |
| Op&Cm Local 29 Welfare Fund | AFFILIATED BENEFIT FUND | $29,120 | not reported in the loaded dataset |
| Op&Cm Local Union No. 29 | PARTY IN INTEREST | $17,043 | not reported in the loaded dataset |
| Mspc | NONE | $11,400 | not reported in the loaded dataset |
| Oransky Scaraggi & Borg Pc | NONE | $10,000 | not reported in the loaded dataset |
| Keating Accounting LLC | NONE | $6,000 | not reported in the loaded dataset |