2023 Form 5500 filing — Cement Masons Union Local No. 592 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 20250213113836NAL0012491459002) for Cement Masons Union Local No. 592 Welfare Plan, reported by Trustees Cement Masons Union Local No. 592 Welfare Plan under EIN 23-1578380 and plan number 501. It reports 711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213113836NAL0012491459002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Cement Masons Union Local No. 592 Welfare Plan
- EIN
- 23-1578380
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,670,504
- Total liabilities (EOY)
- $1,988,993
- Net assets (EOY)
- $31,681,511
- Employer contributions
- $9,565,010
- Participant contributions
- $2,046,422
- Total income / additions
- $12,949,947
- Benefits paid
- $9,835,998
- Administrative expenses
- $662,671
- Total expenses
- $10,498,669
- Net increase / (decrease)
- $2,451,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | NONE | $328,396 | not reported in the loaded dataset |
| Mary Zappolo | EMPLOYEE | $107,508 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $91,802 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $75,346 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $64,982 | not reported in the loaded dataset |
| Joe Moskauski | EMPLOYEE | $58,989 | not reported in the loaded dataset |
| Guardian Nurses Healthcare Advocate | NONE | $53,096 | not reported in the loaded dataset |
| Benecard Services, Inc. | NONE | $46,209 | not reported in the loaded dataset |
| Rae Group LLC | NONE | $42,500 | not reported in the loaded dataset |
| Clare Creighton | EMPLOYEE | $36,284 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $33,405 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $30,000 | not reported in the loaded dataset |
| Allied Trades Assistance Program | NONE | $23,595 | not reported in the loaded dataset |
| Mwm Law LLC | NONE | $20,890 | not reported in the loaded dataset |
| Susanin,Widman & Brennan, P.C. | NONE | $20,208 | not reported in the loaded dataset |
| National Vision Administrators LLC | NONE | $16,278 | not reported in the loaded dataset |
| Delta Dental Of Pennsylvania | NONE | $15,438 | not reported in the loaded dataset |
| Principal Financial Group, Inc. | NONE | $12,851 | not reported in the loaded dataset |
| Wells Fargo | NONE | $6,166 | not reported in the loaded dataset |