Operative Plasterers And Cement Masons Local 29 Annuity Plan — Form 5500 plan (Operative Plasterers&Cement Masons Local 29 Annuity 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, Operative Plasterers And Cement Masons Local 29 Annuity Plan is a benefit plan reported by Operative Plasterers&Cement Masons Local 29 Annuity Fund under EIN 22-1507478 and plan number 003. The latest loaded filing year is 2023. The filing reports 441 participants and $21,873,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operative Plasterers&Cement Masons Local 29 Annuity Fund
- EIN
- 22-1507478
- Plan number
- 003
- Plan type
- 1
- Location
- Jersey City, NJ
- Latest filing year
- 2023
- Participants
- 441
- End-of-year plan assets
- $21,873,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 441 | H, C | 20241015113010NAL0014491843007 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,873,849
- Net assets (EOY)
- $21,873,849
- Net assets (BOY)
- $21,205,024
Income & contributions
- Employer contributions
- $1,449,628
- Total contributions
- $1,449,628
- Total income / additions
- $3,241,999
Expenses & distributions
- Benefits paid
- $2,341,435
- Administrative expenses
- $231,739
- Total expenses
- $2,573,174
- Net increase / (decrease)
- $668,825
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $152,796 | not reported in the loaded dataset | 2023 |
| Op&Cm Local 29 Welfare Fund | AFFILIATED BENEFIT FUND | $29,120 | not reported in the loaded dataset | 2023 |
| Op&Cm Local Union No. 29 | PARTY IN INTEREST | $17,043 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $11,400 | not reported in the loaded dataset | 2023 |
| Oransky Scaraggi & Borg Pc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Keating Accounting LLC | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operative Plasterers&Cement Masons Local 29 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Jersey City, NJ
- Morgan Stanley — Schedule C compensation
- Op&Cm Local 29 Welfare Fund — Schedule C compensation
- Op&Cm Local Union No. 29 — Schedule C compensation
- Mspc — Schedule C compensation
- Oransky Scaraggi & Borg Pc — Schedule C compensation
- Keating Accounting LLC — Schedule C compensation