Stone And Marble Masons Of Metropolitan Washington Dc Health And Welfare Fund — Form 5500 plan (Stone And Marble Masons Of Metro Washing 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, Stone And Marble Masons Of Metropolitan Washington Dc Health And Welfare Fund is a benefit plan reported by Stone And Marble Masons Of Metro Washing Fd under EIN 52-6038514 and plan number 501. The latest loaded filing year is 2023. The filing reports 273 participants and $10,792,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stone And Marble Masons Of Metro Washing Fd
- EIN
- 52-6038514
- Plan number
- 501
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $10,792,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241115094649NAL0000687937003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,792,894
- Total liabilities (EOY)
- $915,699
- Net assets (EOY)
- $9,877,195
- Net assets (BOY)
- $9,939,821
Income & contributions
- Employer contributions
- $2,828,105
- Participant contributions
- $215,953
- Total contributions
- $3,044,058
- Total income / additions
- $3,408,042
Expenses & distributions
- Benefits paid
- $3,065,190
- Administrative expenses
- $405,478
- Total expenses
- $3,470,668
- Net increase / (decrease)
- -$62,626
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carday Associates, Inc. | NONE | $180,368 | not reported in the loaded dataset | 2023 |
| Mooney, Green, Saindon, Murphy, & | NONE | $43,388 | not reported in the loaded dataset | 2023 |
| Bolton Partners, Inc. | NONE | $41,772 | not reported in the loaded dataset | 2023 |
| Segal Bryant & Hamill LLC | NONE | $22,223 | $0 | 2023 |
| Novak Francella, LLC | NONE | $15,811 | not reported in the loaded dataset | 2023 |
| Mcchesney & Dale, P.C. | NONE | $15,755 | not reported in the loaded dataset | 2023 |
| American Health Holding, Inc. | NONE | $14,627 | not reported in the loaded dataset | 2023 |
| Carefirst Blue Cross Blue Shield | NONE | $11,539 | $0 | 2023 |
| Ncas | NONE | $9,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stone And Marble Masons Of Metro Washing Fd
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Carday Associates, Inc. — Schedule C compensation
- Mooney, Green, Saindon, Murphy, & — Schedule C compensation
- Bolton Partners, Inc. — Schedule C compensation
- Segal Bryant & Hamill LLC — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Mcchesney & Dale, P.C. — Schedule C compensation
- American Health Holding, Inc. — Schedule C compensation
- Carefirst Blue Cross Blue Shield — Schedule C compensation
- Ncas — Schedule C compensation