Operative Plasterers And Cement Masons Local 29 Welfare Plan — Form 5500 plan (Operative Plasterers&Cement Masons Local 29 Welfare 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 Welfare Plan is a benefit plan reported by Operative Plasterers&Cement Masons Local 29 Welfare Fund under EIN 22-1507478 and plan number 501. The latest loaded filing year is 2023. The filing reports 81 participants and $3,351,790 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operative Plasterers&Cement Masons Local 29 Welfare Fund
- EIN
- 22-1507478
- Plan number
- 501
- Plan type
- 1
- Location
- Jersey City, NJ
- Latest filing year
- 2023
- Participants
- 81
- End-of-year plan assets
- $3,351,790
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 81 | H, C | 20241015094508NAL0027978961010 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,351,790
- Total liabilities (EOY)
- $98,986
- Net assets (EOY)
- $3,252,804
- Net assets (BOY)
- $3,079,012
Income & contributions
- Employer contributions
- $1,191,157
- Total contributions
- $1,191,157
- Total income / additions
- $1,367,303
Expenses & distributions
- Benefits paid
- $944,558
- Administrative expenses
- $248,953
- Total expenses
- $1,193,511
- Net increase / (decrease)
- $173,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ida Services | NONE | $55,938 | not reported in the loaded dataset | 2023 |
| Marc Gallo | EMPLOYEE | $35,903 | not reported in the loaded dataset | 2023 |
| Charles Rolon Jr | EMPLOYEE | $29,919 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $21,886 | not reported in the loaded dataset | 2023 |
| Op&Cm Local Union No.29 | PARTY IN INTEREST | $19,671 | not reported in the loaded dataset | 2023 |
| Oransky Scaraggi & Borg Pc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $9,975 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operative Plasterers&Cement Masons Local 29 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Jersey City, NJ
- Ida Services — Schedule C compensation
- Marc Gallo — Schedule C compensation
- Charles Rolon Jr — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Op&Cm Local Union No.29 — Schedule C compensation
- Oransky Scaraggi & Borg Pc — Schedule C compensation
- Mspc — Schedule C compensation