2023 Form 5500 filing — Cement Masons Local 526 Supplemental Income 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 20250206144108NAL0005720243001) for Cement Masons Local 526 Supplemental Income Fund, reported by Board Of Trustees Cement Masons Local 526 Supplemental Income Fund under EIN 23-7071390 and plan number 501. It reports 472 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250206144108NAL0005720243001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Cement Masons Local 526 Supplemental Income Fund
EIN
23-7071390
Plan number
501
Location
Munhall, PA
Participants
472
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,535,576
Total liabilities (EOY)
$1,380
Net assets (EOY)
$2,534,196
Employer contributions
$146,524
Total income / additions
$220,477
Benefits paid
$244,560
Administrative expenses
$153,080
Total expenses
$397,640
Net increase / (decrease)
-$177,163
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Diclaudio & Kramer, LLCNONE$11,037not reported in the loaded dataset
Gallagher Fiduciary Advisors, LLCNONE$6,834not reported in the loaded dataset
Stephen J. O'Brien & Associates,LLCNONE$6,166not reported in the loaded dataset
Pnc BankNONE$246$0

Related Form 5500 pages