Colorado Cement Masons Pension Trust Fund — Form 5500 plan (Board Of Trustees - Colorado Cement Masons Pension Trust 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, Colorado Cement Masons Pension Trust Fund is a benefit plan reported by Board Of Trustees - Colorado Cement Masons Pension Trust Fund under EIN 84-6094010 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $6,899,456 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Colorado Cement Masons Pension Trust Fund
- EIN
- 84-6094010
- Plan number
- 001
- Plan type
- 1
- Location
- Alburquerque, NM
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $6,899,456
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20250915120308NAL0001078785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,899,456
- Total liabilities (EOY)
- $5,505
- Net assets (EOY)
- $6,893,951
- Net assets (BOY)
- $6,166,688
Income & contributions
- Employer contributions
- $369,865
- Total contributions
- $369,865
- Total income / additions
- $1,704,010
Expenses & distributions
- Benefits paid
- $774,686
- Administrative expenses
- $202,061
- Total expenses
- $976,747
- Net increase / (decrease)
- $727,263
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $31,488 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Transform Wealth | NONE | $28,805 | not reported in the loaded dataset | 2023 |
| Needles & Associates | NONE | $26,525 | not reported in the loaded dataset | 2023 |
| Tmcc Pnc Bank | NONE | $14,299 | not reported in the loaded dataset | 2023 |
| Mondress Monaco Parr Lockwood Pllc | NONE | $8,172 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Colorado Cement Masons Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Alburquerque, NM
- Milliman, Inc. — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Transform Wealth — Schedule C compensation
- Needles & Associates — Schedule C compensation
- Tmcc Pnc Bank — Schedule C compensation
- Mondress Monaco Parr Lockwood Pllc — Schedule C compensation