Cement Masons And Plasterers Local 518 Vacation Fund — Form 5500 plan (Cement Masons Local 518 Vacation 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 And Plasterers Local 518 Vacation Fund is a benefit plan reported by Cement Masons Local 518 Vacation Fund under EIN 36-3439662 and plan number 502. The latest loaded filing year is 2023. The filing reports 820 participants and $2,275,568 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$205.2KPlan net assets, end of year$205,165
Participants820Covered participants reported
Assets / participant$2.8KComputed: assets ÷ participants$2,775 (computed)
Provider compensation$37.4K3 Schedule C provider row(s)$37,417
Plan sponsor
Cement Masons Local 518 Vacation Fund
EIN
36-3439662
Plan number
502
Plan type
1
Location
Kansas City, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023820H, C20250728121204NAL0002174096001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.3M total assets
Net assets$205.2KLiabilities$2.1M
Money in vs. money out
Total income / additions$2.6M
Total expenses$2.6M
Benefits paid / distributions$2.5M
Contributions
Employer$2.5M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,275,568
Total liabilities (EOY)
$2,070,403
Net assets (EOY)
$205,165
Net assets (BOY)
$148,078

Income & contributions

Employer contributions
$2,479,248
Total contributions
$2,479,248
Total income / additions
$2,625,210

Expenses & distributions

Benefits paid
$2,515,293
Administrative expenses
$52,830
Total expenses
$2,568,123
Net increase / (decrease)
$57,087
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1252%Computed ratio
Benefits paid ÷ total income96%Computed ratio
Provider comp. ÷ net assets18%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anders Minkler Huber & Helm LlpNONE$16,000not reported in the loaded dataset2023
Compusys Of UtahNONE$11,401not reported in the loaded dataset2023
Arnold Newbold Sollars & Hollins PcNONE$10,016not reported in the loaded dataset2023

Related Form 5500 pages