Cement Masons Southern California Pension Trust — Form 5500 plan (Board Of Trustees, Cement Masons Southern California)
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 Southern California Pension Trust is a benefit plan reported by Board Of Trustees, Cement Masons Southern California under EIN 95-3379185 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,441 participants and $259,002,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Cement Masons Southern California
- EIN
- 95-3379185
- Plan number
- 001
- Plan type
- 1
- Location
- Arcadia, CA
- Latest filing year
- 2023
- Participants
- 5,441
- End-of-year plan assets
- $259,002,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,441 | H, C | 20241014112521NAL0026036417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $259,002,989
- Total liabilities (EOY)
- $173,575
- Net assets (EOY)
- $258,829,414
- Net assets (BOY)
- $234,977,108
Income & contributions
- Employer contributions
- $26,189,821
- Total contributions
- $26,189,821
- Total income / additions
- $52,037,450
Expenses & distributions
- Benefits paid
- $26,465,791
- Administrative expenses
- $1,719,353
- Total expenses
- $28,185,144
- Net increase / (decrease)
- $23,852,306
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $472,447 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $397,856 | not reported in the loaded dataset | 2023 |
| Verus | NONE | $130,000 | not reported in the loaded dataset | 2023 |
| Wohlner Kaplon Cutler Halford | NONE | $95,325 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $76,314 | $0 | 2023 |
| Union Bank | NONE | $61,086 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $56,682 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $32,349 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors, Inc. | NONE | $16,095 | not reported in the loaded dataset | 2023 |
| Voya Investment Trust Co. | NONE | $15,149 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Cement Masons Southern California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Arcadia, CA
- Zenith American Solutions — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Verus — Schedule C compensation
- Wohlner Kaplon Cutler Halford — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Union Bank — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- Voya Investment Trust Co. — Schedule C compensation