2023 Form 5500 filing — Operative Plasterers And Cement Masons Local No. 109 Pension 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 20250217094508NAL0001701585001) for Operative Plasterers And Cement Masons Local No. 109 Pension Plan, reported by Plasterers & Cement Masons Local No. 109 Pension Plan under EIN 34-6622619 and plan number 001. It reports 1,396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217094508NAL0001701585001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plasterers & Cement Masons Local No. 109 Pension Plan
- EIN
- 34-6622619
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 1,396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,845,356
- Total liabilities (EOY)
- $184,522
- Net assets (EOY)
- $121,660,834
- Employer contributions
- $5,170,879
- Total income / additions
- $17,368,755
- Benefits paid
- $10,470,512
- Administrative expenses
- $758,040
- Total expenses
- $11,228,552
- Net increase / (decrease)
- $6,140,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $99,339 | not reported in the loaded dataset |
| American Realty Advisors | INVESTMENT MANAGER | $90,316 | not reported in the loaded dataset |
| Bny Mellon Securities Corporation | INVESTMENT MANAGER | $89,973 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc. | INVESTMENT MANAGER | $83,612 | not reported in the loaded dataset |
| Cuni, Rust, & Strenk | ACTUARY | $52,325 | not reported in the loaded dataset |
| Pbgc Premium | NONE | $48,860 | not reported in the loaded dataset |
| Barings Core Property Fund | INVESTMENT MANAGER | $45,934 | not reported in the loaded dataset |
| And Co. Consulting LLC | INVESTMENT CONSULTANT | $42,000 | not reported in the loaded dataset |
| Solxsys Administrative Solutions | THIRD PARTY ADMINISTRATOR | $40,000 | not reported in the loaded dataset |
| Fifth Third Bank | INVESTMENT CUSTODIAN | $30,344 | not reported in the loaded dataset |
| Ocpcm Combined Funds Inc. | COLLECTION AGENCY | $21,892 | not reported in the loaded dataset |
| Johnson Investment Council | INVESTMENT MANAGER | $20,550 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S Inc | AUDITOR | $19,700 | not reported in the loaded dataset |
| Macala & Piatt, LLC | ATTORNEY | $18,451 | not reported in the loaded dataset |
| Ancora Advisors | INVESTMENT MANAGER | $17,552 | not reported in the loaded dataset |