Plan5500

Cmta - Tool And Die Craftsmen Association Pension Trust — Form 5500 plan (Board Of Trustees, Cmta - Tool And Die Craftsmen)

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, Cmta - Tool And Die Craftsmen Association Pension Trust is a benefit plan reported by Board Of Trustees, Cmta - Tool And Die Craftsmen under EIN 94-6075644 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $8,102 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Cmta - Tool And Die Craftsmen
EIN
94-6075644
Plan number
001
Plan type
1
Location
Covina, CA
Latest filing year
2023
Participants
135
End-of-year plan assets
$8,102

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20250613185504NAL0018087937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,102
Total liabilities (EOY)
$2,721
Net assets (EOY)
$5,381
Net assets (BOY)
$178,961

Income & contributions

Total income / additions
$4,415,714

Expenses & distributions

Benefits paid
$4,434,514
Administrative expenses
$154,780
Total expenses
$4,589,294
Net increase / (decrease)
-$173,580

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Segal CompanyNONE$55,863not reported in the loaded dataset2023
Pswa, IncNONE$55,844not reported in the loaded dataset2023
Miller Kaplan Arase LlpNONE$15,000not reported in the loaded dataset2023
David CrutcherNONE$9,486not reported in the loaded dataset2023

Related Form 5500 pages