Operative Plasterers And Cement Masons Local 204 Pension Fd — Form 5500 plan (Board Of Trustees Operative Plasterers And Cement Masons Local 204 Pen)
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, Operative Plasterers And Cement Masons Local 204 Pension Fd is a benefit plan reported by Board Of Trustees Operative Plasterers And Cement Masons Local 204 Pen under EIN 39-6185236 and plan number 001. The latest loaded filing year is 2023. The filing reports 606 participants and $57,535,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Operative Plasterers And Cement Masons Local 204 Pen
- EIN
- 39-6185236
- Plan number
- 001
- Plan type
- 1
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 606
- End-of-year plan assets
- $57,535,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 606 | H, C | 20250218084218NAL0007388626001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,535,851
- Total liabilities (EOY)
- $8,255
- Net assets (EOY)
- $57,527,596
- Net assets (BOY)
- $51,888,919
Income & contributions
- Employer contributions
- $4,282,299
- Total contributions
- $4,282,299
- Total income / additions
- $9,085,531
Expenses & distributions
- Benefits paid
- $3,105,793
- Administrative expenses
- $341,061
- Total expenses
- $3,446,854
- Net increase / (decrease)
- $5,638,677
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Us Bank N.A. | NONE | $128,025 | $0 | 2023 |
| Bpa Of Wi A Benesys Company | NONE | $86,821 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $24,945 | not reported in the loaded dataset | 2023 |
| Lee Jost & Associates | NONE | $22,121 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $17,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Operative Plasterers And Cement Masons Local 204 Pen
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Us Bank N.A. — Schedule C compensation
- Bpa Of Wi A Benesys Company — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Lee Jost & Associates — Schedule C compensation
- Sikich Llp — Schedule C compensation