Pension Fund Of Cement Masons Union Local No. 502 — Form 5500 plan (Board Of Trustees Cement Masons' Pension 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, Pension Fund Of Cement Masons Union Local No. 502 is a benefit plan reported by Board Of Trustees Cement Masons' Pension Fund under EIN 51-6034597 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,188 participants and $495,382,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Cement Masons' Pension Fund
- EIN
- 51-6034597
- Plan number
- 001
- Plan type
- 1
- Location
- Bellwood, IL
- Latest filing year
- 2023
- Participants
- 3,188
- End-of-year plan assets
- $495,382,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,188 | H, C | 20240812080858NAL0005077059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $495,382,677
- Total liabilities (EOY)
- $1,082,187
- Net assets (EOY)
- $494,300,490
- Net assets (BOY)
- $443,789,055
Income & contributions
- Employer contributions
- $35,350,769
- Total contributions
- $35,350,769
- Total income / additions
- $85,356,842
Expenses & distributions
- Benefits paid
- $32,381,453
- Administrative expenses
- $2,463,954
- Total expenses
- $34,845,407
- Net increase / (decrease)
- $50,511,435
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico Investment Advisors Inc. | NONE | $297,571 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment Management I | NONE | $275,291 | $0 | 2023 |
| Loomis Sayles & Company L.P. | NONE | $151,378 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $133,082 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $126,216 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $123,309 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $123,276 | not reported in the loaded dataset | 2023 |
| Johnson & Krol | NONE | $112,628 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank National Associatio | NONE | $96,342 | $0 | 2023 |
| Angelo Feola | EMPLOYEE | $93,277 | not reported in the loaded dataset | 2023 |
| William H. Beeman | EMPLOYEE | $85,114 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $80,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $47,397 | $0 | 2023 |
| Charles Picardi | EMPLOYEE | $45,077 | not reported in the loaded dataset | 2023 |
| Matthew Stika | EMPLOYEE | $35,232 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $29,061 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors LLC | NONE | $16,323 | $0 | 2023 |
| Hunt Insurance Agency, Inc. | NONE | $16,084 | not reported in the loaded dataset | 2023 |
| Michael Albrecht | TRUSTEE | $9,129 | not reported in the loaded dataset | 2023 |
| Kevin Farley | TRUSTEE | $7,509 | not reported in the loaded dataset | 2023 |
| John Termine | TRUSTEE | $6,865 | not reported in the loaded dataset | 2023 |
| Michael Mclaren | TRUSTEE | $5,052 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Cement Masons' Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bellwood, IL
- Ullico Investment Advisors Inc. — Schedule C compensation
- J.P. Morgan Investment Management I — Schedule C compensation
- Loomis Sayles & Company L.P. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Johnson & Krol — Schedule C compensation
- Bmo Harris Bank National Associatio — Schedule C compensation
- Angelo Feola — Schedule C compensation
- William H. Beeman — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Charles Picardi — Schedule C compensation
- Matthew Stika — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Hamilton Lane Advisors LLC — Schedule C compensation
- Hunt Insurance Agency, Inc. — Schedule C compensation
- Michael Albrecht — Schedule C compensation
- Kevin Farley — Schedule C compensation
- John Termine — Schedule C compensation
- Michael Mclaren — Schedule C compensation