2023 Form 5500 filing — Board Of Trustees Op Plasterers & Cement Masons L262 Pension
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 20241015175627NAL0030558369002) for Board Of Trustees Op Plasterers & Cement Masons L262 Pension, reported by Board Of Trustees Op Plasterers & Cement Masons L262 Pension under EIN 13-6369468 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175627NAL0030558369002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Op Plasterers & Cement Masons L262 Pension
- EIN
- 13-6369468
- Plan number
- 001
- Location
- Bronx, NY
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,276,699
- Total liabilities (EOY)
- $2,834,935
- Net assets (EOY)
- $35,441,764
- Employer contributions
- $1,279,842
- Total income / additions
- $5,694,320
- Benefits paid
- $370,616
- Administrative expenses
- $393,630
- Total expenses
- $764,246
- Net increase / (decrease)
- $4,930,074
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boyd Watterson Asset Management LLC | NONE | $57,472 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | NONE | $41,741 | $0 |
| Fitzsimmons Abrams Llp | NONE | $40,672 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $36,517 | not reported in the loaded dataset |
| First Actuarial Consulting, Inc. | NONE | $32,000 | not reported in the loaded dataset |
| Mackay Shields LLC | NONE | $28,733 | not reported in the loaded dataset |
| Barnes, Iccarino, And Shepherd, Llp | NONE | $27,000 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | NONE | $14,764 | not reported in the loaded dataset |