2023 Form 5500 filing — Cement Masons Local Union 681 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 20250710065758NAL0003869555001) for Cement Masons Local Union 681 Pension Plan, reported by Cement Masons Local Union #681 Pension under EIN 74-6091787 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250710065758NAL0003869555001
Filing year
2023
Form type
1
Plan sponsor
Cement Masons Local Union #681 Pension
EIN
74-6091787
Plan number
001
Location
Houston, TX
Participants
146
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,640,703
Total liabilities (EOY)
$50,873
Net assets (EOY)
$9,589,830
Employer contributions
$44,198
Total income / additions
$1,327,953
Benefits paid
$816,414
Administrative expenses
$232,812
Total expenses
$1,049,226
Net increase / (decrease)
$278,727
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Harizon Actuarial ServciesACTUARY$69,601not reported in the loaded dataset
Benefit ResourcesCONTRACT ADMINISTRATOR$66,000not reported in the loaded dataset
Harper & Pearson Company PcACCOUNTING$37,000not reported in the loaded dataset
Rbc Capital MarketsINVESTMENT CONSULTANT$23,785not reported in the loaded dataset
Conner & Winters LlpLEGAL$20,903not reported in the loaded dataset

Related Form 5500 pages