2023 Form 5500 filing — Pension Fund Of Cement Masons Union Local No. 502
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 20240812080858NAL0005077059001) for Pension Fund Of Cement Masons Union Local No. 502, reported by Board Of Trustees Cement Masons' Pension Fund under EIN 51-6034597 and plan number 001. It reports 3,188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812080858NAL0005077059001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Cement Masons' Pension Fund
- EIN
- 51-6034597
- Plan number
- 001
- Location
- Bellwood, IL
- Participants
- 3,188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $495,382,677
- Total liabilities (EOY)
- $1,082,187
- Net assets (EOY)
- $494,300,490
- Employer contributions
- $35,350,769
- Total income / additions
- $85,356,842
- Benefits paid
- $32,381,453
- Administrative expenses
- $2,463,954
- Total expenses
- $34,845,407
- Net increase / (decrease)
- $50,511,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors Inc. | NONE | $297,571 | not reported in the loaded dataset |
| J.P. Morgan Investment Management I | NONE | $275,291 | $0 |
| Loomis Sayles & Company L.P. | NONE | $151,378 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $133,082 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $126,216 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $123,309 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $123,276 | not reported in the loaded dataset |
| Johnson & Krol | NONE | $112,628 | not reported in the loaded dataset |
| Bmo Harris Bank National Associatio | NONE | $96,342 | $0 |
| Angelo Feola | EMPLOYEE | $93,277 | not reported in the loaded dataset |
| William H. Beeman | EMPLOYEE | $85,114 | not reported in the loaded dataset |
| Marquette Associates | NONE | $80,000 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $47,397 | $0 |
| Charles Picardi | EMPLOYEE | $45,077 | not reported in the loaded dataset |
| Matthew Stika | EMPLOYEE | $35,232 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $29,061 | not reported in the loaded dataset |
| Hamilton Lane Advisors LLC | NONE | $16,323 | $0 |
| Hunt Insurance Agency, Inc. | NONE | $16,084 | not reported in the loaded dataset |
| Michael Albrecht | TRUSTEE | $9,129 | not reported in the loaded dataset |
| Kevin Farley | TRUSTEE | $7,509 | not reported in the loaded dataset |
| John Termine | TRUSTEE | $6,865 | not reported in the loaded dataset |
| Michael Mclaren | TRUSTEE | $5,052 | not reported in the loaded dataset |