2023 Form 5500 filing — Stone And Marble Masons Of Metropolitan Washington Dc Health And Welfare 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 20241115094649NAL0000687937003) for Stone And Marble Masons Of Metropolitan Washington Dc Health And Welfare Fund, reported by Stone And Marble Masons Of Metro Washing Fd under EIN 52-6038514 and plan number 501. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115094649NAL0000687937003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Stone And Marble Masons Of Metro Washing Fd
- EIN
- 52-6038514
- Plan number
- 501
- Location
- Columbia, MD
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,792,894
- Total liabilities (EOY)
- $915,699
- Net assets (EOY)
- $9,877,195
- Employer contributions
- $2,828,105
- Participant contributions
- $215,953
- Total income / additions
- $3,408,042
- Benefits paid
- $3,065,190
- Administrative expenses
- $405,478
- Total expenses
- $3,470,668
- Net increase / (decrease)
- -$62,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carday Associates, Inc. | NONE | $180,368 | not reported in the loaded dataset |
| Mooney, Green, Saindon, Murphy, & | NONE | $43,388 | not reported in the loaded dataset |
| Bolton Partners, Inc. | NONE | $41,772 | not reported in the loaded dataset |
| Segal Bryant & Hamill LLC | NONE | $22,223 | $0 |
| Novak Francella, LLC | NONE | $15,811 | not reported in the loaded dataset |
| Mcchesney & Dale, P.C. | NONE | $15,755 | not reported in the loaded dataset |
| American Health Holding, Inc. | NONE | $14,627 | not reported in the loaded dataset |
| Carefirst Blue Cross Blue Shield | NONE | $11,539 | $0 |
| Ncas | NONE | $9,100 | not reported in the loaded dataset |