2023 Form 5500 filing — Cement Masons Local Union No. 111 Pension 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 20250616071205NAL0001304464001) for Cement Masons Local Union No. 111 Pension Fund, reported by Cement Masons Local Union No 111 under EIN 16-0988061 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616071205NAL0001304464001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Cement Masons Local Union No 111
- EIN
- 16-0988061
- Plan number
- 001
- Location
- Tonawanda, NY
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,128,531
- Net assets (EOY)
- $11,128,531
- Employer contributions
- $767,070
- Total income / additions
- $2,244,774
- Benefits paid
- $1,291,158
- Administrative expenses
- $271,350
- Total expenses
- $1,562,508
- Net increase / (decrease)
- $682,266
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advantage Capital | NONE | $96,903 | not reported in the loaded dataset |
| John Tomasello | EMPLOYEE | $31,611 | not reported in the loaded dataset |
| Efpr Group, Cpas, Pllc | NONE | $20,175 | not reported in the loaded dataset |
| Lipsitz Green, Et, Al | NONE | $10,391 | not reported in the loaded dataset |