2023 Form 5500 filing — Cement Masons Local No. 886/404 Pension Plan
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 20250405044506NAL0013304193001) for Cement Masons Local No. 886/404 Pension Plan, reported by Cement Masons Local 886/404 Pension Plan Board Of Trustees under EIN 34-1290577 and plan number 001. It reports 1,405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250405044506NAL0013304193001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Cement Masons Local 886/404 Pension Plan Board Of Trustees
- EIN
- 34-1290577
- Plan number
- 001
- Location
- Canfield, OH
- Participants
- 1,405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $146,481,805
- Total liabilities (EOY)
- $238,729
- Net assets (EOY)
- $146,243,076
- Employer contributions
- $7,505,434
- Total income / additions
- $23,228,988
- Benefits paid
- $10,262,846
- Administrative expenses
- $796,797
- Total expenses
- $11,059,643
- Net increase / (decrease)
- $12,169,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Reality Advisors | INVESTMENT MANAGER | $116,580 | not reported in the loaded dataset |
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $97,490 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc. | INVESTMENT MANAGER | $85,527 | not reported in the loaded dataset |
| Marquette Associates | INVESTMENT CONSULTANT | $80,000 | not reported in the loaded dataset |
| Cuni, Rust & Strenk | ACTUARY | $59,075 | not reported in the loaded dataset |
| Shumaker, Loop, & Kendrick | ATTORNEY | $52,060 | not reported in the loaded dataset |
| Pbgc Premium | NONE | $49,175 | not reported in the loaded dataset |
| Manning & Napier Advisors | INVESTMENT MANAGER | $46,484 | not reported in the loaded dataset |
| Hgk Asset Management, Inc. | INVESTMENT MANAGEMENT | $40,039 | not reported in the loaded dataset |
| Afl-Cio Housing Investment Trust | INVESTMENT MANAGER | $34,026 | not reported in the loaded dataset |
| Ohio Conference Of Plasterers & Cm | COLLECTION AGENCY | $27,737 | not reported in the loaded dataset |
| Union Labor Life Insurance Co. | INVESTMENT MANAGER | $18,092 | $0 |
| Ubs (Us) Trumbull Property Fund Lp | INVESTMENT MANAGER | $17,289 | not reported in the loaded dataset |
| Fifth Third | INVESTMENT CUSTODIAN | $16,247 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S, Inc | AUDITOR | $8,900 | not reported in the loaded dataset |