2023 Form 5500 filing — Cement Masons Local No. 524 Pension 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 20250310093008NAL0009660819001) for Cement Masons Local No. 524 Pension Plan, reported by Board Of Trustees, Cement Masons Local No. 524 Pension Plan under EIN 31-0235930 and plan number 001. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310093008NAL0009660819001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Cement Masons Local No. 524 Pension Plan
- EIN
- 31-0235930
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,802,352
- Total liabilities (EOY)
- $58,382
- Net assets (EOY)
- $3,743,970
- Employer contributions
- $544,170
- Total income / additions
- $1,105,759
- Benefits paid
- $713,431
- Administrative expenses
- $157,079
- Total expenses
- $870,510
- Net increase / (decrease)
- $235,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cuni Rust & Strenk | NONE | $37,825 | not reported in the loaded dataset |
| Umr | NONE | $25,377 | not reported in the loaded dataset |
| Ledbetter Partners LLC | NONE | $20,758 | not reported in the loaded dataset |
| Dgperry Pllc | NONE | $20,244 | not reported in the loaded dataset |
| Andco Consulting LLC | NONE | $16,250 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $8,420 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $7,000 | not reported in the loaded dataset |