2023 Form 5500 filing — Operative Plasterers And Cement Masons Local 394 Pension Trust 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 20241015152121NAL0048630384001) for Operative Plasterers And Cement Masons Local 394 Pension Trust Fund, reported by Bot Operative Plasterers And Cement Mason Local 394 Pension Trust Fund under EIN 51-6031325 and plan number 001. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152121NAL0048630384001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot Operative Plasterers And Cement Mason Local 394 Pension Trust Fund
- EIN
- 51-6031325
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,046,320
- Total liabilities (EOY)
- $5,917
- Net assets (EOY)
- $2,040,403
- Total income / additions
- $187,665
- Benefits paid
- $517,362
- Administrative expenses
- $188,299
- Total expenses
- $705,661
- Net increase / (decrease)
- -$517,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE OTHER THAN CONTRACT | $67,650 | not reported in the loaded dataset |
| Southwest Service Admin, Inc | NONE OTHER THAN CONTRACT | $39,103 | not reported in the loaded dataset |
| Bmo Harris | NONE OTHER THAN CONTRACT | $15,838 | not reported in the loaded dataset |
| Jennings, Strouss And Salmon, Plc | NONE OTHER THAN CONTRACT | $14,115 | not reported in the loaded dataset |
| Ulrich Consulting Group | NONE OTHER THAN CONTRACT | $12,000 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $10,538 | not reported in the loaded dataset |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $7,936 | not reported in the loaded dataset |