Cement Masons Southern California Individual Retirement Account Defined Contribution 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 Individual Retirement Account Defined Contribution Trust is a benefit plan reported by Board Of Trustees, Cement Masons Southern California under EIN 95-3697340 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,965 participants and $201,770,500 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
- 95-3697340
- Plan number
- 002
- Plan type
- 1
- Location
- Arcadia, CA
- Latest filing year
- 2023
- Participants
- 5,965
- End-of-year plan assets
- $201,770,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,965 | H, C | 20241014105504NAL0025978897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $201,770,500
- Total liabilities (EOY)
- $557,971
- Net assets (EOY)
- $201,212,529
- Net assets (BOY)
- $171,337,752
Income & contributions
- Employer contributions
- $11,586,312
- Total contributions
- $11,586,312
- Total income / additions
- $40,657,575
Expenses & distributions
- Benefits paid
- $9,583,768
- Administrative expenses
- $1,199,030
- Total expenses
- $10,782,798
- Net increase / (decrease)
- $29,874,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $194,759 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $138,495 | $0 | 2023 |
| Verus | NONE | $109,424 | not reported in the loaded dataset | 2023 |
| Wohlner, Kaplon, Cutler, Halford & | NONE | $36,802 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $19,500 | not reported in the loaded dataset | 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
- Milliman — Schedule C compensation
- Verus — Schedule C compensation
- Wohlner, Kaplon, Cutler, Halford & — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation