2023 Form 5500 filing — Cement Masons' Local 502 And Plasterers' Area 5 An

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709153840NAL0008885299001) for Cement Masons' Local 502 And Plasterers' Area 5 An, reported by Trustees Of Cement Masons' Local 502 And Plasterers' Area 5 Annuity Fu under EIN 36-4280579 and plan number 001. It reports 2,153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240709153840NAL0008885299001
Filing year
2023
Form type
1
Plan sponsor
Trustees Of Cement Masons' Local 502 And Plasterers' Area 5 Annuity Fu
EIN
36-4280579
Plan number
001
Location
Bellwood, IL
Participants
2,153
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$48,418,594
Total liabilities (EOY)
$115,154
Net assets (EOY)
$48,303,440
Employer contributions
$6,228,435
Total income / additions
$12,888,860
Benefits paid
$1,456,221
Administrative expenses
$224,246
Total expenses
$1,680,467
Net increase / (decrease)
$11,208,393
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Quorum Consulting GroupNONE$54,424not reported in the loaded dataset
Legacy Professionals LlpNONE$25,676not reported in the loaded dataset
Johnson & KrolNONE$21,438not reported in the loaded dataset
Marquette AssociatesNONE$7,000not reported in the loaded dataset

Related Form 5500 pages