2023 Form 5500 filing — Operative Plasterers & Cement Masons Loc 599 Rt Pl
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 20250314165846NAL0012000003001) for Operative Plasterers & Cement Masons Loc 599 Rt Pl, reported by Operative Plasterers & Cement Masons Local 599 Area 204 Supp Ret Plan under EIN 39-6185236 and plan number 002. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$2.2MReported net assets$2,223,327
Participants161
Provider compensation$34.7K3 Schedule C row(s)$34,654
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250314165846NAL0012000003001
- Plan sponsor
- Operative Plasterers & Cement Masons Local 599 Area 204 Supp Ret Plan
- EIN
- 39-6185236
- Plan number
- 002
- Location
- Madison, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.2M total assets
Net assets$2.2MLiabilities$373
Full reported line items
- Total assets (EOY)
- $2,223,700
- Total liabilities (EOY)
- $373
- Net assets (EOY)
- $2,223,327
- Participant contributions
- $58,847
- Total income / additions
- $462,806
- Benefits paid
- $562,954
- Administrative expenses
- $48,442
- Total expenses
- $611,396
- Net increase / (decrease)
- -$148,590
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sikich Cpa LLC | NONE | $15,235 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $10,391 | $0 |
| Bpa Of Wi A Benesys Company | NONE | $9,028 | not reported in the loaded dataset |