2023 Form 5500 filing — Masonry Welfare Plan
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 20241014160203NAL0053050114010) for Masonry Welfare Plan, reported by Masonry Welfare Trust under EIN 93-6023043 and plan number 501. It reports 681 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160203NAL0053050114010
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Masonry Welfare Trust
- EIN
- 93-6023043
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 681
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,925,475
- Total liabilities (EOY)
- $5,037,155
- Net assets (EOY)
- $1,888,320
- Employer contributions
- $8,098,392
- Participant contributions
- $442,493
- Total income / additions
- $10,190,544
- Benefits paid
- $11,508,855
- Administrative expenses
- $676,708
- Total expenses
- $12,185,563
- Net increase / (decrease)
- -$1,995,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Masonry Industry Trust Admin. | not reported in the loaded dataset | $462,456 | not reported in the loaded dataset |
| Valenz Claim | not reported in the loaded dataset | $258,105 | not reported in the loaded dataset |
| Bradley L. Middleton, Pc | not reported in the loaded dataset | $120,839 | not reported in the loaded dataset |
| Middleton & Co, Cpa, Pc | not reported in the loaded dataset | $59,950 | not reported in the loaded dataset |
| Innovative Care Management | not reported in the loaded dataset | $58,289 | not reported in the loaded dataset |
| Labor First, LLC | not reported in the loaded dataset | $37,640 | not reported in the loaded dataset |
| Keycorp | not reported in the loaded dataset | $12,362 | $192 |
| Moda Health, Inc. | not reported in the loaded dataset | $12,006 | not reported in the loaded dataset |
| Metropolitan West Asset Mgmt, LLC | not reported in the loaded dataset | not reported in the loaded dataset | $7,539 |
| Dodge & Cox Funds - Dodix | not reported in the loaded dataset | not reported in the loaded dataset | $5,853 |
| Milliman | not reported in the loaded dataset | $5,000 | not reported in the loaded dataset |