2023 Form 5500 filing — Pension Plan Of The Stone Masons Union No 3 Pension Fund
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 20241015090851NAL0027908017001) for Pension Plan Of The Stone Masons Union No 3 Pension Fund, reported by Trustee Pension Plan Of The Stone Masons No 3 Pension Fund under EIN 23-6395483 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090851NAL0027908017001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustee Pension Plan Of The Stone Masons No 3 Pension Fund
- EIN
- 23-6395483
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $238,121
- Total income / additions
- $768,028
- Benefits paid
- $485,056
- Administrative expenses
- $103,478
- Total expenses
- $588,534
- Net increase / (decrease)
- $179,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments | NONE | $30,590 | $0 |
| Mazars Usa Llp | NONE | $28,000 | not reported in the loaded dataset |
| I E Shaffer & Co | NONE | $18,064 | not reported in the loaded dataset |
| Cbiz Retirement Services | NONE | $12,725 | not reported in the loaded dataset |