Cement Masons Pension Fund Of Local No. 165 — Form 5500 plan (Board Of Trustees For Cement Masons)
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 Pension Fund Of Local No. 165 is a benefit plan reported by Board Of Trustees For Cement Masons under EIN 35-6296477 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $42,582,280 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees For Cement Masons
- EIN
- 35-6296477
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $42,582,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241013200140NAL0025114961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,582,280
- Total liabilities (EOY)
- $231,262
- Net assets (EOY)
- $42,351,018
- Net assets (BOY)
- $37,788,786
Income & contributions
- Employer contributions
- $1,950,543
- Total contributions
- $1,950,543
- Total income / additions
- $6,710,567
Expenses & distributions
- Benefits paid
- $1,739,158
- Administrative expenses
- $409,177
- Total expenses
- $2,148,335
- Net increase / (decrease)
- $4,562,232
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Chase Bank, Na | NONE | $225,787 | not reported in the loaded dataset | 2023 |
| Tic International Corp | NONE | $31,427 | not reported in the loaded dataset | 2023 |
| Captrust Financial Partners LLC | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Asher, Gittler, & D'Alba Ltd | NONE | $25,762 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Legacy Professionals | NONE | $19,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees For Cement Masons
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Jp Morgan Chase Bank, Na — Schedule C compensation
- Tic International Corp — Schedule C compensation
- Captrust Financial Partners LLC — Schedule C compensation
- Asher, Gittler, & D'Alba Ltd — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Legacy Professionals — Schedule C compensation