2023 Form 5500 filing — Lake County Plasterers & Cement Masons Retirement
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 20250310122231NAL0031772514003) for Lake County Plasterers & Cement Masons Retirement, reported by Lake County Plasterers & Cement Masons R under EIN 36-3671021 and plan number 002. It reports 995 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310122231NAL0031772514003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Lake County Plasterers & Cement Masons R
- EIN
- 36-3671021
- Plan number
- 002
- Location
- Schaumburg, IL
- Participants
- 995
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,927,637
- Total liabilities (EOY)
- $115,833
- Net assets (EOY)
- $128,811,804
- Employer contributions
- $11,212,597
- Total income / additions
- $28,261,039
- Benefits paid
- $11,265,255
- Administrative expenses
- $233,415
- Total expenses
- $11,498,670
- Net increase / (decrease)
- $16,762,369
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $85,216 | $0 |
| Group Administrators, Ltd. | NONE | $42,000 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $34,951 | not reported in the loaded dataset |
| Aon Hewitt | NONE | $29,513 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Neuman | NONE | $13,544 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $10,000 | not reported in the loaded dataset |