Cement Masons Institute Local 502 Welfare Trust Fund — Form 5500 plan (Bd Of Trustees Cm Institute Loc 502 Welfare Trust Fd)
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 Institute Local 502 Welfare Trust Fund is a benefit plan reported by Bd Of Trustees Cm Institute Loc 502 Welfare Trust Fd under EIN 51-0191061 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,184 participants and $80,553,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Cm Institute Loc 502 Welfare Trust Fd
- EIN
- 51-0191061
- Plan number
- 501
- Plan type
- 1
- Location
- Bellwood, IL
- Latest filing year
- 2023
- Participants
- 1,184
- End-of-year plan assets
- $80,553,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,184 | H, C | 20240828094451NAL0024189746001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,553,094
- Total liabilities (EOY)
- $3,360,407
- Net assets (EOY)
- $77,192,687
- Net assets (BOY)
- $67,607,115
Income & contributions
- Employer contributions
- $27,031,457
- Participant contributions
- $170,359
- Total contributions
- $27,201,816
- Total income / additions
- $35,052,614
Expenses & distributions
- Benefits paid
- $22,321,890
- Administrative expenses
- $3,145,152
- Total expenses
- $25,467,042
- Net increase / (decrease)
- $9,585,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marathon Health | NONE | $863,776 | not reported in the loaded dataset | 2023 |
| Bluecross Blueshield Of Illinois | NONE | $533,586 | $0 | 2023 |
| Union Eyes, LLC | NONE | $379,284 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $138,160 | not reported in the loaded dataset | 2023 |
| Erin Cadogan-Enger | EMPLOYEE | $128,793 | not reported in the loaded dataset | 2023 |
| Nadia Faust | EMPLOYEE | $117,708 | not reported in the loaded dataset | 2023 |
| Johnson & Krol LLC | NONE | $113,039 | not reported in the loaded dataset | 2023 |
| William Beeman | EMPLOYEE | $112,646 | not reported in the loaded dataset | 2023 |
| Charles Picardi | EMPLOYEE | $109,942 | not reported in the loaded dataset | 2023 |
| Kharen Mcnamara | EMPLOYEE | $101,064 | not reported in the loaded dataset | 2023 |
| Karla Generette | EMPLOYEE | $100,663 | not reported in the loaded dataset | 2023 |
| Sherman Esper | EMPLOYEE | $97,873 | not reported in the loaded dataset | 2023 |
| Savrx Prescription Services | NONE | $83,731 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $83,686 | not reported in the loaded dataset | 2023 |
| Angelo Feola | EMPLOYEE | $81,538 | not reported in the loaded dataset | 2023 |
| Lucila Duarte | EMPLOYEE | $79,961 | not reported in the loaded dataset | 2023 |
| Matthew Stika | EMPLOYEE | $53,615 | not reported in the loaded dataset | 2023 |
| Nancy Aguado | EMPLOYEE | $52,632 | not reported in the loaded dataset | 2023 |
| Colleen Lakis | EMPLOYEE | $48,165 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $45,893 | not reported in the loaded dataset | 2023 |
| Ucs Holdings, Inc. | NONE | $44,686 | not reported in the loaded dataset | 2023 |
| Tfbc, LLC | NONE | $33,499 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors, LLC | NONE | $31,610 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $29,775 | not reported in the loaded dataset | 2023 |
| Erika Sanchez | EMPLOYEE | $28,403 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $27,528 | $0 | 2023 |
| Marquette Associates | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Ipr Tech Group | NONE | $10,882 | not reported in the loaded dataset | 2023 |
| Smart Data Solutions | NONE | $10,541 | $0 | 2023 |
| Jay Lasala | TRUSTEE | $9,595 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank Na | NONE | $8,988 | $0 | 2023 |
| Sandra Hunt | TRUSTEE | $8,056 | not reported in the loaded dataset | 2023 |
| Anthony Farrell | TRUSTEE | $5,849 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Cm Institute Loc 502 Welfare Trust Fd
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bellwood, IL
- Marathon Health — Schedule C compensation
- Bluecross Blueshield Of Illinois — Schedule C compensation
- Union Eyes, LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Erin Cadogan-Enger — Schedule C compensation
- Nadia Faust — Schedule C compensation
- Johnson & Krol LLC — Schedule C compensation
- William Beeman — Schedule C compensation
- Charles Picardi — Schedule C compensation
- Kharen Mcnamara — Schedule C compensation
- Karla Generette — Schedule C compensation
- Sherman Esper — Schedule C compensation
- Savrx Prescription Services — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Angelo Feola — Schedule C compensation
- Lucila Duarte — Schedule C compensation
- Matthew Stika — Schedule C compensation
- Nancy Aguado — Schedule C compensation
- Colleen Lakis — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Ucs Holdings, Inc. — Schedule C compensation
- Tfbc, LLC — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- National Investment Services — Schedule C compensation
- Erika Sanchez — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Ipr Tech Group — Schedule C compensation
- Smart Data Solutions — Schedule C compensation
- Jay Lasala — Schedule C compensation
- Bmo Harris Bank Na — Schedule C compensation
- Sandra Hunt — Schedule C compensation
- Anthony Farrell — Schedule C compensation