2023 Form 5500 filing — Boston Plasterers' & Cement Masons' Union Local 534 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 20241030110010NAL0000545473001) for Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund, reported by Bot-Boston Plasterers&Cement Mason Union Local 534 Pension Fund under EIN 04-6127786 and plan number 001. It reports 540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241030110010NAL0000545473001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot-Boston Plasterers&Cement Mason Union Local 534 Pension Fund
- EIN
- 04-6127786
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,725,239
- Total liabilities (EOY)
- $78,837
- Net assets (EOY)
- $50,646,402
- Employer contributions
- $5,801,188
- Total income / additions
- $11,173,452
- Benefits paid
- $3,612,244
- Administrative expenses
- $429,906
- Total expenses
- $4,042,153
- Net increase / (decrease)
- $7,131,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| New England Pension Consultants | N/A | $43,750 | not reported in the loaded dataset |
| Gail Mills | FUND ADMINISTRATOR | $37,734 | not reported in the loaded dataset |
| Cbiz Savitz | N/A | $25,860 | not reported in the loaded dataset |
| Campbell Devasto & Assoc Llp Cpas | N/A | $25,717 | not reported in the loaded dataset |
| Aimee Lincoln | ASSISTANT ADMINISTRATIVE | $22,779 | not reported in the loaded dataset |
| Victoria Grignon | ADMINISTRATIVE ASSISTANT | $22,683 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | N/A | $20,752 | not reported in the loaded dataset |
| Krakow & Souris LLC | N/A | $17,566 | not reported in the loaded dataset |
| Anchor Capital Advisors, Inc. | NONE | $16,869 | $57 |
| Lauren Blundell | ADMINISTRATIVE ASSISTANT | $14,997 | not reported in the loaded dataset |
| Jp Morgan Chase Bank Na | N/A | $8,809 | not reported in the loaded dataset |