Illinois Operative Plasterers & Cement Masons Annuity Fund — Form 5500 plan (Joint Board Of Trustees Of The Illinois Operative Plasterers & Cement)
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, Illinois Operative Plasterers & Cement Masons Annuity Fund is a benefit plan reported by Joint Board Of Trustees Of The Illinois Operative Plasterers & Cement under EIN 37-1358640 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,268 participants and $31,550,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of The Illinois Operative Plasterers & Cement
- EIN
- 37-1358640
- Plan number
- 002
- Plan type
- 1
- Location
- Peoria, IL
- Latest filing year
- 2023
- Participants
- 1,268
- End-of-year plan assets
- $31,550,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,268 | H, C | 20241014143210NAL0015110131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,550,359
- Total liabilities (EOY)
- $24,721
- Net assets (EOY)
- $31,525,638
- Net assets (BOY)
- $27,333,905
Income & contributions
- Employer contributions
- $3,456,598
- Total contributions
- $3,456,598
- Total income / additions
- $7,790,791
Expenses & distributions
- Benefits paid
- $3,443,394
- Administrative expenses
- $155,664
- Total expenses
- $3,599,058
- Net increase / (decrease)
- $4,191,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| David Vaughn Investments | NONE | $43,036 | not reported in the loaded dataset | 2023 |
| Kerber, Eck & Braeckel Llp | NONE | $43,032 | not reported in the loaded dataset | 2023 |
| Quorum Group | NONE | $25,037 | not reported in the loaded dataset | 2023 |
| Cavanagh & Ohara | NONE | $21,973 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $12,235 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of The Illinois Operative Plasterers & Cement
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Peoria, IL
- David Vaughn Investments — Schedule C compensation
- Kerber, Eck & Braeckel Llp — Schedule C compensation
- Quorum Group — Schedule C compensation
- Cavanagh & Ohara — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation