Cement Masons Local 526 Supplemental Income Fund — Form 5500 plan (Board Of Trustees Cement Masons Local 526 Supplemental Income 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, Cement Masons Local 526 Supplemental Income Fund is a benefit plan reported by Board Of Trustees Cement Masons Local 526 Supplemental Income Fund under EIN 23-7071390 and plan number 501. The latest loaded filing year is 2023. The filing reports 472 participants and $2,535,576 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Cement Masons Local 526 Supplemental Income Fund
EIN
23-7071390
Plan number
501
Plan type
1
Location
Munhall, PA
Latest filing year
2023
Participants
472
End-of-year plan assets
$2,535,576

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023472H, C20250206144108NAL0005720243001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,535,576
Total liabilities (EOY)
$1,380
Net assets (EOY)
$2,534,196
Net assets (BOY)
$2,711,359

Income & contributions

Employer contributions
$146,524
Total contributions
$146,524
Total income / additions
$220,477

Expenses & distributions

Benefits paid
$244,560
Administrative expenses
$153,080
Total expenses
$397,640
Net increase / (decrease)
-$177,163

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Diclaudio & Kramer, LLCNONE$11,037not reported in the loaded dataset2023
Gallagher Fiduciary Advisors, LLCNONE$6,834not reported in the loaded dataset2023
Stephen J. O'Brien & Associates,LLCNONE$6,166not reported in the loaded dataset2023
Pnc BankNONE$246$02023

Related Form 5500 pages