Cement Masons Local 780 Pension Fund — Form 5500 plan (Cement Masons Local 780 Pension Fund)
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 Masons Local 780 Pension Fund is a benefit plan reported by Cement Masons Local 780 Pension Fund under EIN 13-1626710 and plan number 001. The latest loaded filing year is 2023. The filing reports 816 participants and $162,357,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cement Masons Local 780 Pension Fund
- EIN
- 13-1626710
- Plan number
- 001
- Plan type
- 1
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 816
- End-of-year plan assets
- $162,357,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 816 | H, C | 20241018150455NAL0032871105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $162,357,769
- Total liabilities (EOY)
- $10,781,452
- Net assets (EOY)
- $151,576,317
- Net assets (BOY)
- $136,466,499
Income & contributions
- Employer contributions
- $4,925,652
- Total contributions
- $4,925,652
- Total income / additions
- $21,936,597
Expenses & distributions
- Benefits paid
- $5,679,336
- Administrative expenses
- $1,147,443
- Total expenses
- $6,826,779
- Net increase / (decrease)
- $15,109,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boyd Watterson Asset Management | NONE | $291,386 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $134,224 | $0 | 2023 |
| Polen Capital Management | NONE | $94,902 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $77,249 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting Inc. | NONE | $46,908 | not reported in the loaded dataset | 2023 |
| Fitzsimmons Abrams, Llp | NONE | $40,600 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $34,301 | $0 | 2023 |
| Amalgamated Bank | NONE | $30,704 | $1,153 | 2023 |
| Mackay Shields Mgmt Co. | NONE | $28,733 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services LLC | NONE | $25,750 | not reported in the loaded dataset | 2023 |
| Crescent Capital High Income Fund | NONE | $24,983 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cement Masons Local 780 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- Boyd Watterson Asset Management — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Polen Capital Management — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- First Actuarial Consulting Inc. — Schedule C compensation
- Fitzsimmons Abrams, Llp — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Mackay Shields Mgmt Co. — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- Crescent Capital High Income Fund — Schedule C compensation