Plan5500

National Cement Company Master Trust — Form 5500 plan (National Cement Company, Inc.)

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, National Cement Company Master Trust is a benefit plan reported by National Cement Company, Inc. under EIN 63-0664316 and plan number 101. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $55,174,193 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Cement Company, Inc.
EIN
63-0664316
Plan number
101
Plan type
4
Location
Encino, CA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$55,174,193

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240815112449NAL0027739778001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,174,193
Total liabilities (EOY)
$92,066
Net assets (EOY)
$55,082,127
Net assets (BOY)
$52,613,255

Income & contributions

Total contributions
$0
Total income / additions
$5,551,288

Expenses & distributions

Benefits paid
$0
Administrative expenses
$366,960
Total expenses
$366,960
Net increase / (decrease)
$5,184,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Hewitt InvestmentNONE$271,882not reported in the loaded dataset2023
Morgan Stanley Smith BarneyNONE$52,678not reported in the loaded dataset2023
The Bank Of New York MellonTRUSTEE$42,400not reported in the loaded dataset2023

Related Form 5500 pages