2023 Form 5500 filing — Cement Masons Local Union No. 502 Savings 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 20241212120133NAL0012545873001) for Cement Masons Local Union No. 502 Savings Fund, reported by Board Of Trustees Local 502 Savings Fund under EIN 36-6411337 and plan number 501. It reports 1,271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212120133NAL0012545873001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 502 Savings Fund
- EIN
- 36-6411337
- Plan number
- 501
- Location
- Bellwood, IL
- Participants
- 1,271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,089,918
- Net assets (EOY)
- $9,089,918
- Employer contributions
- $48,550
- Participant contributions
- $8,637,581
- Total income / additions
- $9,139,294
- Benefits paid
- $9,018,673
- Administrative expenses
- $128,666
- Total expenses
- $9,147,339
- Net increase / (decrease)
- -$8,045
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legacy Professionals Llp | NONE | $25,799 | not reported in the loaded dataset |
| Johnson & Krol | NONE | $23,395 | not reported in the loaded dataset |