2023 Form 5500 filing — Cement Masons Annuity Trust Fund For Northern Nevada
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 20250316163836NAL0000609809001) for Cement Masons Annuity Trust Fund For Northern Nevada, reported by Board Of Trustees, Cement Masons Annuity Trust Fund under EIN 88-0197939 and plan number 002. It reports 1,581 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250316163836NAL0000609809001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Cement Masons Annuity Trust Fund
- EIN
- 88-0197939
- Plan number
- 002
- Location
- Reno, NV
- Participants
- 1,581
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,263,583
- Total liabilities (EOY)
- $26,117
- Net assets (EOY)
- $29,237,466
- Employer contributions
- $2,134,411
- Total income / additions
- $5,801,925
- Benefits paid
- $1,080,121
- Administrative expenses
- $341,105
- Total expenses
- $1,421,226
- Net increase / (decrease)
- $4,380,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sierra Investment Partners | NONE | $138,287 | not reported in the loaded dataset |
| Benefit Plan Administrators, Inc. | NONE | $123,245 | not reported in the loaded dataset |
| Berry & Co., Cpa'S Ltd | NONE | $23,000 | not reported in the loaded dataset |
| Mariner Institutional, LLC | NONE | $15,000 | not reported in the loaded dataset |
| Jenkins Law Firm | NONE | $14,983 | not reported in the loaded dataset |
| U.S. Bank, N.A. | NONE | $6,929 | $0 |