Cement Masons - Employers Pension Plan — Form 5500 plan (Cement Masons - Employers Pension Trust)
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, Cement Masons - Employers Pension Plan is a benefit plan reported by Cement Masons - Employers Pension Trust under EIN 93-6073070 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,332 participants and $115,894,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cement Masons - Employers Pension Trust
- EIN
- 93-6073070
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,332
- End-of-year plan assets
- $115,894,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,332 | H, C | 20241009140201NAL0019394449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,894,560
- Total liabilities (EOY)
- $158,136
- Net assets (EOY)
- $115,736,424
- Net assets (BOY)
- $105,350,303
Income & contributions
- Employer contributions
- $7,772,396
- Total contributions
- $7,772,396
- Total income / additions
- $19,592,489
Expenses & distributions
- Benefits paid
- $8,412,107
- Administrative expenses
- $794,261
- Total expenses
- $9,206,368
- Net increase / (decrease)
- $10,386,121
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Masonry Industry Trust Admin. | not reported in the loaded dataset | $180,152 | not reported in the loaded dataset | 2023 |
| Washington Capital Management Inc. | not reported in the loaded dataset | $134,689 | not reported in the loaded dataset | 2023 |
| Bradley L. Middleton, Pc | not reported in the loaded dataset | $94,782 | not reported in the loaded dataset | 2023 |
| Milliman | not reported in the loaded dataset | $85,167 | not reported in the loaded dataset | 2023 |
| Middleton & Co., Cpa, Pc | not reported in the loaded dataset | $84,750 | not reported in the loaded dataset | 2023 |
| Quest Investment Management, Inc. | not reported in the loaded dataset | $82,112 | not reported in the loaded dataset | 2023 |
| Dodge & Cox Funds-Dodwx | not reported in the loaded dataset | not reported in the loaded dataset | $74,980 | 2023 |
| Metropolitan West Asset Mgmt, LLC | not reported in the loaded dataset | not reported in the loaded dataset | $59,447 | 2023 |
| Dodge And Cox Funds-Dodgx | not reported in the loaded dataset | not reported in the loaded dataset | $49,379 | 2023 |
| Massachusetts Financial Services Co | not reported in the loaded dataset | not reported in the loaded dataset | $41,643 | 2023 |
| Highland Capital Advisors, LLC | not reported in the loaded dataset | $29,086 | not reported in the loaded dataset | 2023 |
| Capital Research & Management Co. | not reported in the loaded dataset | not reported in the loaded dataset | $26,385 | 2023 |
| Keycorp | not reported in the loaded dataset | $24,073 | $1,353 | 2023 |
| Markel American Insur. Co. | not reported in the loaded dataset | $19,145 | not reported in the loaded dataset | 2023 |
| Chubb | not reported in the loaded dataset | $5,395 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cement Masons - Employers Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Masonry Industry Trust Admin. — Schedule C compensation
- Washington Capital Management Inc. — Schedule C compensation
- Bradley L. Middleton, Pc — Schedule C compensation
- Milliman — Schedule C compensation
- Middleton & Co., Cpa, Pc — Schedule C compensation
- Quest Investment Management, Inc. — Schedule C compensation
- Dodge & Cox Funds-Dodwx — Schedule C compensation
- Metropolitan West Asset Mgmt, LLC — Schedule C compensation
- Dodge And Cox Funds-Dodgx — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- Highland Capital Advisors, LLC — Schedule C compensation
- Capital Research & Management Co. — Schedule C compensation
- Keycorp — Schedule C compensation
- Markel American Insur. Co. — Schedule C compensation
- Chubb — Schedule C compensation
- Us Bank National Association — Schedule C compensation