Cement Masons Local Union No. 111 Pension Fund — Form 5500 plan (Cement Masons Local Union No 111)
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 Union No. 111 Pension Fund is a benefit plan reported by Cement Masons Local Union No 111 under EIN 16-0988061 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $11,128,531 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cement Masons Local Union No 111
- EIN
- 16-0988061
- Plan number
- 001
- Plan type
- 1
- Location
- Tonawanda, NY
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $11,128,531
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20250616071205NAL0001304464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,128,531
- Net assets (EOY)
- $11,128,531
- Net assets (BOY)
- $10,446,265
Income & contributions
- Employer contributions
- $767,070
- Total contributions
- $767,070
- Total income / additions
- $2,244,774
Expenses & distributions
- Benefits paid
- $1,291,158
- Administrative expenses
- $271,350
- Total expenses
- $1,562,508
- Net increase / (decrease)
- $682,266
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advantage Capital | NONE | $96,903 | not reported in the loaded dataset | 2023 |
| John Tomasello | EMPLOYEE | $31,611 | not reported in the loaded dataset | 2023 |
| Efpr Group, Cpas, Pllc | NONE | $20,175 | not reported in the loaded dataset | 2023 |
| Lipsitz Green, Et, Al | NONE | $10,391 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cement Masons Local Union No 111
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Tonawanda, NY
- Advantage Capital — Schedule C compensation
- John Tomasello — Schedule C compensation
- Efpr Group, Cpas, Pllc — Schedule C compensation
- Lipsitz Green, Et, Al — Schedule C compensation