Cement Masons Local 527 Health & Welfare Trust Fund — Form 5500 plan (Cement Masons Local 527 Health & Welfare Trust 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 527 Health & Welfare Trust Fund is a benefit plan reported by Cement Masons Local 527 Health & Welfare Trust Fund under EIN 43-0650799 and plan number 501. The latest loaded filing year is 2023. The filing reports 550 participants and $17,953,398 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cement Masons Local 527 Health & Welfare Trust Fund
- EIN
- 43-0650799
- Plan number
- 501
- Plan type
- 1
- Location
- Bridgeton, MO
- Latest filing year
- 2023
- Participants
- 550
- End-of-year plan assets
- $17,953,398
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 550 | H, C | 20250514124808NAL0029789616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,953,398
- Total liabilities (EOY)
- $797,526
- Net assets (EOY)
- $17,155,872
- Net assets (BOY)
- $14,736,361
Income & contributions
- Employer contributions
- $8,887,760
- Participant contributions
- $865,300
- Total contributions
- $9,753,060
- Total income / additions
- $10,999,429
Expenses & distributions
- Benefits paid
- $7,705,519
- Administrative expenses
- $874,399
- Total expenses
- $8,579,918
- Net increase / (decrease)
- $2,419,511
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | NONE | $338,367 | $4,696 | 2023 |
| Everside Health LLC | NONE | $198,178 | not reported in the loaded dataset | 2023 |
| Cement Masons Local 527 | COMMON MEMBERSHIP | $159,938 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $124,926 | not reported in the loaded dataset | 2023 |
| Cement Masons Local 527 Pension Pla | COMMON MEMBERSHIO | $117,287 | not reported in the loaded dataset | 2023 |
| Onedigital | NONE | $75,268 | not reported in the loaded dataset | 2023 |
| Commerce Bank | NONE | $48,215 | $7,843 | 2023 |
| Hammond And Shinners Pc | NONE | $30,177 | not reported in the loaded dataset | 2023 |
| Yvette Hubbs | EMPLOYEE | $28,893 | not reported in the loaded dataset | 2023 |
| Samantha Smith | EMPLOYEE | $25,965 | not reported in the loaded dataset | 2023 |
| Labor First, LLC | NONE | $22,330 | not reported in the loaded dataset | 2023 |
| H&H Health Associates, Inc. | NONE | $21,293 | not reported in the loaded dataset | 2023 |
| Withum | NONE | $17,300 | not reported in the loaded dataset | 2023 |
| Maddock Henson | NONE | $9,160 | not reported in the loaded dataset | 2023 |
| Alliance Advisors | NONE | $7,148 | not reported in the loaded dataset | 2023 |
| Bmi Audit Services | NONE | $6,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cement Masons Local 527 Health & Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Bridgeton, MO
- Umr, Inc. — Schedule C compensation
- Everside Health LLC — Schedule C compensation
- Cement Masons Local 527 — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- Cement Masons Local 527 Pension Pla — Schedule C compensation
- Onedigital — Schedule C compensation
- Commerce Bank — Schedule C compensation
- Hammond And Shinners Pc — Schedule C compensation
- Yvette Hubbs — Schedule C compensation
- Samantha Smith — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- H&H Health Associates, Inc. — Schedule C compensation
- Withum — Schedule C compensation
- Maddock Henson — Schedule C compensation
- Alliance Advisors — Schedule C compensation
- Bmi Audit Services — Schedule C compensation