2023 Form 5500 filing — Operative Plasterers And Cement Masons Local 204 Pension Fd

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 20250218084218NAL0007388626001) for Operative Plasterers And Cement Masons Local 204 Pension Fd, reported by Board Of Trustees Operative Plasterers And Cement Masons Local 204 Pen under EIN 39-6185236 and plan number 001. It reports 606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250218084218NAL0007388626001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Operative Plasterers And Cement Masons Local 204 Pen
EIN
39-6185236
Plan number
001
Location
Madison, WI
Participants
606
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$57,535,851
Total liabilities (EOY)
$8,255
Net assets (EOY)
$57,527,596
Employer contributions
$4,282,299
Total income / additions
$9,085,531
Benefits paid
$3,105,793
Administrative expenses
$341,061
Total expenses
$3,446,854
Net increase / (decrease)
$5,638,677
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Us Bank N.A.NONE$128,025$0
Bpa Of Wi A Benesys CompanyNONE$86,821not reported in the loaded dataset
United Actuarial ServicesNONE$24,945not reported in the loaded dataset
Lee Jost & AssociatesNONE$22,121not reported in the loaded dataset
Sikich LlpNONE$17,250not reported in the loaded dataset

Related Form 5500 pages