Cement Masons Union Local No. 592 Welfare Plan — Form 5500 plan (Trustees Cement Masons Union Local No. 592 Welfare Plan)
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 Union Local No. 592 Welfare Plan is a benefit plan reported by Trustees Cement Masons Union Local No. 592 Welfare Plan under EIN 23-1578380 and plan number 501. The latest loaded filing year is 2023. The filing reports 711 participants and $33,670,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Cement Masons Union Local No. 592 Welfare Plan
- EIN
- 23-1578380
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 711
- End-of-year plan assets
- $33,670,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 711 | H, C | 20250213113836NAL0012491459002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,670,504
- Total liabilities (EOY)
- $1,988,993
- Net assets (EOY)
- $31,681,511
- Net assets (BOY)
- $29,230,233
Income & contributions
- Employer contributions
- $9,565,010
- Participant contributions
- $2,046,422
- Total contributions
- $11,611,432
- Total income / additions
- $12,949,947
Expenses & distributions
- Benefits paid
- $9,835,998
- Administrative expenses
- $662,671
- Total expenses
- $10,498,669
- Net increase / (decrease)
- $2,451,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | NONE | $328,396 | not reported in the loaded dataset | 2023 |
| Mary Zappolo | EMPLOYEE | $107,508 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $91,802 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $75,346 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $64,982 | not reported in the loaded dataset | 2023 |
| Joe Moskauski | EMPLOYEE | $58,989 | not reported in the loaded dataset | 2023 |
| Guardian Nurses Healthcare Advocate | NONE | $53,096 | not reported in the loaded dataset | 2023 |
| Benecard Services, Inc. | NONE | $46,209 | not reported in the loaded dataset | 2023 |
| Rae Group LLC | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| Clare Creighton | EMPLOYEE | $36,284 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $33,405 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Allied Trades Assistance Program | NONE | $23,595 | not reported in the loaded dataset | 2023 |
| Mwm Law LLC | NONE | $20,890 | not reported in the loaded dataset | 2023 |
| Susanin,Widman & Brennan, P.C. | NONE | $20,208 | not reported in the loaded dataset | 2023 |
| National Vision Administrators LLC | NONE | $16,278 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Pennsylvania | NONE | $15,438 | not reported in the loaded dataset | 2023 |
| Principal Financial Group, Inc. | NONE | $12,851 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $6,166 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Cement Masons Union Local No. 592 Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Aetna Life Insurance Company — Schedule C compensation
- Mary Zappolo — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Joe Moskauski — Schedule C compensation
- Guardian Nurses Healthcare Advocate — Schedule C compensation
- Benecard Services, Inc. — Schedule C compensation
- Rae Group LLC — Schedule C compensation
- Clare Creighton — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Allied Trades Assistance Program — Schedule C compensation
- Mwm Law LLC — Schedule C compensation
- Susanin,Widman & Brennan, P.C. — Schedule C compensation
- National Vision Administrators LLC — Schedule C compensation
- Delta Dental Of Pennsylvania — Schedule C compensation
- Principal Financial Group, Inc. — Schedule C compensation
- Wells Fargo — Schedule C compensation