Boston Plasterers' & Cement Masons' Local 534 Health & Welfare Fund — Form 5500 plan (Board Of Trustees -Bp&Cm Local 534 Health And Welfare Plan)
Plain-English plan 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, Boston Plasterers' & Cement Masons' Local 534 Health & Welfare Fund is a benefit plan reported by Board Of Trustees -Bp&Cm Local 534 Health And Welfare Plan under EIN 04-6049991 and plan number 501. The latest loaded filing year is 2023. The filing reports 245 participants and $9,826,873 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees -Bp&Cm Local 534 Health And Welfare Plan
- EIN
- 04-6049991
- Plan number
- 501
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $9,826,873
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20240815141506NAL0013160897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,826,873
- Total liabilities (EOY)
- $1,180,980
- Net assets (EOY)
- $8,645,893
- Net assets (BOY)
- $8,796,384
Income & contributions
- Employer contributions
- $4,661,240
- Participant contributions
- $13,365
- Total contributions
- $4,674,605
- Total income / additions
- $5,213,049
Expenses & distributions
- Benefits paid
- $4,754,366
- Administrative expenses
- $609,171
- Total expenses
- $5,363,540
- Net increase / (decrease)
- -$150,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Massachus | N/A | $175,988 | not reported in the loaded dataset | 2023 |
| Gail Mills | PLAN ADMINISTRATOR | $37,742 | not reported in the loaded dataset | 2023 |
| Boston Trust Walden Company | NONE | $28,157 | $0 | 2023 |
| Campbell Devasto & Associates Cpa | NONE | $26,238 | not reported in the loaded dataset | 2023 |
| Cbiz Savitz | NONE | $23,300 | not reported in the loaded dataset | 2023 |
| Aimee Lincoln | ASSISTANT ADMINISTRATOR | $22,774 | not reported in the loaded dataset | 2023 |
| Victoria Grignon | ADMINISTRATIVE ASSISTANT | $22,678 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $20,681 | not reported in the loaded dataset | 2023 |
| Krakow & Souris LLC | NONE | $17,566 | not reported in the loaded dataset | 2023 |
| Lauren Blundell | ADMINISTRATIVE ASSISTANT | $14,997 | not reported in the loaded dataset | 2023 |
| Modern Assistance | N/A | $11,425 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees -Bp&Cm Local 534 Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Blue Cross Blue Shield Of Massachus — Schedule C compensation
- Gail Mills — Schedule C compensation
- Boston Trust Walden Company — Schedule C compensation
- Campbell Devasto & Associates Cpa — Schedule C compensation
- Cbiz Savitz — Schedule C compensation
- Aimee Lincoln — Schedule C compensation
- Victoria Grignon — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Krakow & Souris LLC — Schedule C compensation
- Lauren Blundell — Schedule C compensation
- Modern Assistance — Schedule C compensation