Operative Plasterers & Cement Masons Officers & Employees Pension Fund — Form 5500 plan (Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste)
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 & Cement Masons Officers & Employees Pension Fund is a benefit plan reported by Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste under EIN 52-6135348 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,042 participants and $98,749,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste
- EIN
- 52-6135348
- Plan number
- 002
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 1,042
- End-of-year plan assets
- $98,749,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,042 | H, C | 20241009110457NAL0010548067002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,749,859
- Total liabilities (EOY)
- $120,334
- Net assets (EOY)
- $98,629,525
- Net assets (BOY)
- $91,346,407
Income & contributions
- Employer contributions
- $8,183,273
- Total contributions
- $8,183,273
- Total income / additions
- $17,519,109
Expenses & distributions
- Benefits paid
- $9,184,154
- Administrative expenses
- $1,051,837
- Total expenses
- $10,235,991
- Net increase / (decrease)
- $7,283,118
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Johnston Asset Management Corp | NONE | $154,360 | not reported in the loaded dataset | 2023 |
| Associated Administrators LLC | NONE | $104,202 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors LLC | NONE | $0 | $86,077 | 2023 |
| Investment Performance Services | NONE | $85,000 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $72,321 | not reported in the loaded dataset | 2023 |
| Old Glory Asset Management | NONE | $69,586 | $0 | 2023 |
| Boyd Watterson Asset Management, Ll | NONE | $60,969 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $60,918 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $53,264 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $0 | $49,469 | 2023 |
| Entrustpermal Partners Offshore Lp | NONE | $43,956 | $0 | 2023 |
| Novak Francella LLC | NONE | $43,724 | not reported in the loaded dataset | 2023 |
| Jag Capital Management | NONE | $0 | $41,411 | 2023 |
| Dcm Advisors | NONE | $0 | $28,664 | 2023 |
| Aristotle Capital Management, LLC | NONE | $20,735 | not reported in the loaded dataset | 2023 |
| Pnc Bank, Na | NONE | $18,802 | $0 | 2023 |
| O'Donoghue & O'Donoghue | NONE | $9,287 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $6,754 | not reported in the loaded dataset | 2023 |
| Mount Vernon Associates | NONE | $0 | $5,052 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operative Plasterers & Cement Masons Off & Emp Pension Fund Trste
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Johnston Asset Management Corp — Schedule C compensation
- Associated Administrators LLC — Schedule C compensation
- Hamilton Lane Advisors LLC — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Old Glory Asset Management — Schedule C compensation
- Boyd Watterson Asset Management, Ll — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Entrustpermal Partners Offshore Lp — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Jag Capital Management — Schedule C compensation
- Dcm Advisors — Schedule C compensation
- Aristotle Capital Management, LLC — Schedule C compensation
- Pnc Bank, Na — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Ullico — Schedule C compensation
- Mount Vernon Associates — Schedule C compensation