Cement And Concrete Workers Dc Annuity Fund — Form 5500 plan (Board Of Trustees Of The Cement And Concrete Workers Dc Annuity)
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, Cement And Concrete Workers Dc Annuity Fund is a benefit plan reported by Board Of Trustees Of The Cement And Concrete Workers Dc Annuity under EIN 11-2942389 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,229 participants and $200,168,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Cement And Concrete Workers Dc Annuity
- EIN
- 11-2942389
- Plan number
- 003
- Plan type
- 1
- Location
- Bayside, NY
- Latest filing year
- 2023
- Participants
- 3,229
- End-of-year plan assets
- $200,168,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,229 | H, C | 20241003091209NAL0010316753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $200,168,877
- Total liabilities (EOY)
- $222,392
- Net assets (EOY)
- $199,946,485
- Net assets (BOY)
- $189,329,535
Income & contributions
- Employer contributions
- $12,268,330
- Total contributions
- $12,268,330
- Total income / additions
- $30,271,985
Expenses & distributions
- Benefits paid
- $18,632,535
- Administrative expenses
- $1,022,500
- Total expenses
- $19,655,035
- Net increase / (decrease)
- $10,616,950
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $115,925 | $0 | 2023 |
| Reynolds Consulting Services LLC | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $39,360 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $29,286 | not reported in the loaded dataset | 2023 |
| Gorlick Kravitz & Listhaus Pc | ATTORNEY | $26,584 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Cement And Concrete Workers Dc Annuity
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bayside, NY
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Gorlick Kravitz & Listhaus Pc — Schedule C compensation