2023 Form 5500 filing — Pension Plan For Local Union 527 Of Operative Plasterers And Cement Masons
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 20250505113319NAL0017492786002) for Pension Plan For Local Union 527 Of Operative Plasterers And Cement Masons, reported by Operative Plasterers & Cement Masons Local 527 Pension Trust under EIN 51-0179270 and plan number 001. It reports 1,277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250505113319NAL0017492786002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operative Plasterers & Cement Masons Local 527 Pension Trust
- EIN
- 51-0179270
- Plan number
- 001
- Location
- Bridgeton, MO
- Participants
- 1,277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,038,973
- Total liabilities (EOY)
- $35,402
- Net assets (EOY)
- $154,003,571
- Employer contributions
- $8,937,471
- Total income / additions
- $24,645,855
- Benefits paid
- $10,529,932
- Administrative expenses
- $914,231
- Total expenses
- $11,444,163
- Net increase / (decrease)
- $13,201,692
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marquette Associates | NONE | $161,080 | not reported in the loaded dataset |
| Cement Masons Local 527 | COMMON MEMBERSHIP | $131,089 | not reported in the loaded dataset |
| Anders Minkler Huber Helm Llp | NONE | $92,408 | not reported in the loaded dataset |
| Milliman Usa | NONE | $73,225 | not reported in the loaded dataset |
| Commerce Bank | NONE | $65,456 | $3,879 |
| Ullico Investment Advisors Inc. | NONE | $61,826 | not reported in the loaded dataset |
| Cement Masons Local 527 Trust | COMMON MEMBERSHIP | $55,198 | not reported in the loaded dataset |
| Elmtree | NONE | $54,698 | not reported in the loaded dataset |
| Segal Bryant Hamill | NONE | $49,855 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $33,026 | not reported in the loaded dataset |
| Hammond & Shinners | NONE | $32,738 | not reported in the loaded dataset |
| Maddock Henson, P.C. | NONE | $11,092 | not reported in the loaded dataset |
| The Berwyn Group, Inc | NONE | $9,600 | not reported in the loaded dataset |
| Creative Litho, Inc. | NONE | $7,003 | not reported in the loaded dataset |