Plan5500

Pension Plan Of The Stone Masons Union No 3 Pension Fund — Form 5500 plan (Trustee Pension Plan Of The Stone Masons No 3 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, Pension Plan Of The Stone Masons Union No 3 Pension Fund is a benefit plan reported by Trustee Pension Plan Of The Stone Masons No 3 Pension Fund under EIN 23-6395483 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustee Pension Plan Of The Stone Masons No 3 Pension Fund
EIN
23-6395483
Plan number
001
Plan type
1
Location
West Trenton, NJ
Latest filing year
2023
Participants
261
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20241015090851NAL0027908017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$14,088,012

Income & contributions

Employer contributions
$238,121
Total contributions
$238,121
Total income / additions
$768,028

Expenses & distributions

Benefits paid
$485,056
Administrative expenses
$103,478
Total expenses
$588,534
Net increase / (decrease)
$179,494

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei InvestmentsNONE$30,590$02023
Mazars Usa LlpNONE$28,000not reported in the loaded dataset2023
I E Shaffer & CoNONE$18,064not reported in the loaded dataset2023
Cbiz Retirement ServicesNONE$12,725not reported in the loaded dataset2023

Related Form 5500 pages