2023 Form 5500 filing — Stone And Marble Masons Of Metropolitan Washington D.C. Pension 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 20250414210425NAL0001056147001) for Stone And Marble Masons Of Metropolitan Washington D.C. Pension Fund, reported by Board Of Trustees, Stone & Marble Masons Pension Fund under EIN 52-6117940 and plan number 001. It reports 540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414210425NAL0001056147001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Stone & Marble Masons Pension Fund
- EIN
- 52-6117940
- Plan number
- 001
- Location
- Columbia, MD
- Participants
- 540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,191,126
- Total liabilities (EOY)
- $43,695
- Net assets (EOY)
- $69,147,431
- Employer contributions
- $2,309,568
- Total income / additions
- $7,763,125
- Benefits paid
- $4,408,138
- Administrative expenses
- $540,016
- Total expenses
- $4,948,154
- Net increase / (decrease)
- $2,814,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segall Bryant & Hamill, LLC | NONE | $77,351 | $0 |
| Bensys, Inc. | NONE | $76,086 | not reported in the loaded dataset |
| Bolton Partners, Inc. | NONE | $50,105 | not reported in the loaded dataset |
| First Eagle Investment Mgt, LLC | not reported in the loaded dataset | $44,209 | $0 |
| Investment Performances Services | NONE | $42,500 | not reported in the loaded dataset |
| Loomis, Sayles & Company, Lp | not reported in the loaded dataset | $37,604 | not reported in the loaded dataset |
| Chevy Chase Trust | NONE | $36,730 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $0 | $36,621 |
| Brown Advisory LLC | NONE | $35,770 | $0 |
| Mooney, Green, Saindon, Murphy | NONE | $19,676 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $14,745 | not reported in the loaded dataset |
| Us Bank | NONE | $6,742 | not reported in the loaded dataset |