2023 Form 5500 filing — Washington-Idaho Cement Masons Employers Retirement Trust Fund
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 20250317142357NAL0000959379001) for Washington-Idaho Cement Masons Employers Retirement Trust Fund, reported by Washington-Idaho Cement Masons Employers Retirement Trust Fund under EIN 91-6123986 and plan number 001. It reports 806 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317142357NAL0000959379001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Washington-Idaho Cement Masons Employers Retirement Trust Fund
- EIN
- 91-6123986
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 806
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,360,112
- Total liabilities (EOY)
- $59,361
- Net assets (EOY)
- $39,300,751
- Employer contributions
- $3,121,351
- Total income / additions
- $7,432,818
- Benefits paid
- $2,769,645
- Administrative expenses
- $355,205
- Total expenses
- $3,124,850
- Net increase / (decrease)
- $4,307,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wpas, Inc. | NONE | $78,150 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $76,404 | not reported in the loaded dataset |
| Bradley L. Middleton Pc | NONE | $53,766 | not reported in the loaded dataset |
| Nwps | NONE | $36,000 | not reported in the loaded dataset |
| Ullico | NONE | $26,790 | not reported in the loaded dataset |
| Highland Capital Advisors, LLC | NONE | $21,861 | not reported in the loaded dataset |
| Ifebp | NONE | $16,160 | not reported in the loaded dataset |
| The Segal Group, Inc. | NONE | $14,042 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $13,750 | not reported in the loaded dataset |
| U.S. Bank, N.A. | NONE | $10,032 | not reported in the loaded dataset |