2023 Form 5500 filing — Operative Plasterers & Cement Masons Loc 599 Rt Pl

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 20250314165846NAL0012000003001) for Operative Plasterers & Cement Masons Loc 599 Rt Pl, reported by Operative Plasterers & Cement Masons Local 599 Area 204 Supp Ret Plan under EIN 39-6185236 and plan number 002. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250314165846NAL0012000003001
Filing year
2023
Form type
1
Plan sponsor
Operative Plasterers & Cement Masons Local 599 Area 204 Supp Ret Plan
EIN
39-6185236
Plan number
002
Location
Madison, WI
Participants
161
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,223,700
Total liabilities (EOY)
$373
Net assets (EOY)
$2,223,327
Participant contributions
$58,847
Total income / additions
$462,806
Benefits paid
$562,954
Administrative expenses
$48,442
Total expenses
$611,396
Net increase / (decrease)
-$148,590
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sikich Cpa LLCNONE$15,235not reported in the loaded dataset
Empower Annuity Insurance CompanyNONE$10,391$0
Bpa Of Wi A Benesys CompanyNONE$9,028not reported in the loaded dataset

Related Form 5500 pages