2023 Form 5500 filing — Cement Masons Local 780 Pension 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 20241018150455NAL0032871105001) for Cement Masons Local 780 Pension Fund, reported by Cement Masons Local 780 Pension Fund under EIN 13-1626710 and plan number 001. It reports 816 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018150455NAL0032871105001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Cement Masons Local 780 Pension Fund
- EIN
- 13-1626710
- Plan number
- 001
- Location
- Bronx, NY
- Participants
- 816
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $162,357,769
- Total liabilities (EOY)
- $10,781,452
- Net assets (EOY)
- $151,576,317
- Employer contributions
- $4,925,652
- Total income / additions
- $21,936,597
- Benefits paid
- $5,679,336
- Administrative expenses
- $1,147,443
- Total expenses
- $6,826,779
- Net increase / (decrease)
- $15,109,818
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boyd Watterson Asset Management | NONE | $291,386 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $134,224 | $0 |
| Polen Capital Management | NONE | $94,902 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $77,249 | not reported in the loaded dataset |
| First Actuarial Consulting Inc. | NONE | $46,908 | not reported in the loaded dataset |
| Fitzsimmons Abrams, Llp | NONE | $40,600 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $34,301 | $0 |
| Amalgamated Bank | NONE | $30,704 | $1,153 |
| Mackay Shields Mgmt Co. | NONE | $28,733 | not reported in the loaded dataset |
| Reynolds Consulting Services LLC | NONE | $25,750 | not reported in the loaded dataset |
| Crescent Capital High Income Fund | NONE | $24,983 | not reported in the loaded dataset |