2023 Form 5500 filing — Cement Masons Local 527 Health & Welfare Trust 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 20250514124808NAL0029789616001) for Cement Masons Local 527 Health & Welfare Trust Fund, reported by Cement Masons Local 527 Health & Welfare Trust Fund under EIN 43-0650799 and plan number 501. It reports 550 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514124808NAL0029789616001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Cement Masons Local 527 Health & Welfare Trust Fund
- EIN
- 43-0650799
- Plan number
- 501
- Location
- Bridgeton, MO
- Participants
- 550
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,953,398
- Total liabilities (EOY)
- $797,526
- Net assets (EOY)
- $17,155,872
- Employer contributions
- $8,887,760
- Participant contributions
- $865,300
- Total income / additions
- $10,999,429
- Benefits paid
- $7,705,519
- Administrative expenses
- $874,399
- Total expenses
- $8,579,918
- Net increase / (decrease)
- $2,419,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc. | NONE | $338,367 | $4,696 |
| Everside Health LLC | NONE | $198,178 | not reported in the loaded dataset |
| Cement Masons Local 527 | COMMON MEMBERSHIP | $159,938 | not reported in the loaded dataset |
| Anders Minkler Huber & Helm Llp | NONE | $124,926 | not reported in the loaded dataset |
| Cement Masons Local 527 Pension Pla | COMMON MEMBERSHIO | $117,287 | not reported in the loaded dataset |
| Onedigital | NONE | $75,268 | not reported in the loaded dataset |
| Commerce Bank | NONE | $48,215 | $7,843 |
| Hammond And Shinners Pc | NONE | $30,177 | not reported in the loaded dataset |
| Yvette Hubbs | EMPLOYEE | $28,893 | not reported in the loaded dataset |
| Samantha Smith | EMPLOYEE | $25,965 | not reported in the loaded dataset |
| Labor First, LLC | NONE | $22,330 | not reported in the loaded dataset |
| H&H Health Associates, Inc. | NONE | $21,293 | not reported in the loaded dataset |
| Withum | NONE | $17,300 | not reported in the loaded dataset |
| Maddock Henson | NONE | $9,160 | not reported in the loaded dataset |
| Alliance Advisors | NONE | $7,148 | not reported in the loaded dataset |
| Bmi Audit Services | NONE | $6,900 | not reported in the loaded dataset |