2023 Form 5500 filing — Cmta - Tool And Die Craftsmen Association Pension Trust
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 20250613185504NAL0018087937001) for Cmta - Tool And Die Craftsmen Association Pension Trust, reported by Board Of Trustees, Cmta - Tool And Die Craftsmen under EIN 94-6075644 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613185504NAL0018087937001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Cmta - Tool And Die Craftsmen
- EIN
- 94-6075644
- Plan number
- 001
- Location
- Covina, CA
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,102
- Total liabilities (EOY)
- $2,721
- Net assets (EOY)
- $5,381
- Total income / additions
- $4,415,714
- Benefits paid
- $4,434,514
- Administrative expenses
- $154,780
- Total expenses
- $4,589,294
- Net increase / (decrease)
- -$173,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $55,863 | not reported in the loaded dataset |
| Pswa, Inc | NONE | $55,844 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $15,000 | not reported in the loaded dataset |
| David Crutcher | NONE | $9,486 | not reported in the loaded dataset |