2023 Form 5500 filing — Nm State Conference Of The Operative Plasterers' & Cement Masons' Pension Trust 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 20250714190338NAL0001087875001) for Nm State Conference Of The Operative Plasterers' & Cement Masons' Pension Trust Fund, reported by Nm State Conference Of The Masons' Pension Trust Fund under EIN 85-6073938 and plan number 001. It reports 504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714190338NAL0001087875001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Nm State Conference Of The Masons' Pension Trust Fund
- EIN
- 85-6073938
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,529,191
- Total liabilities (EOY)
- $9,832
- Net assets (EOY)
- $12,519,359
- Employer contributions
- $509,884
- Total income / additions
- $3,065,838
- Benefits paid
- $2,436,855
- Administrative expenses
- $262,543
- Total expenses
- $2,699,398
- Net increase / (decrease)
- $366,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $74,574 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE | $44,329 | not reported in the loaded dataset |
| Baa Capital Advisors | NONE | $30,000 | not reported in the loaded dataset |
| The Kelley Law Group | NONE | $17,693 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $15,500 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $14,082 | not reported in the loaded dataset |
| Wcm Investments | NONE | $10,122 | not reported in the loaded dataset |
| Eaton Vance | NONE | $10,000 | not reported in the loaded dataset |
| Legg Mason | NONE | $9,875 | not reported in the loaded dataset |
| Lazard | NONE | $6,822 | not reported in the loaded dataset |
| Wellesley | NONE | $5,090 | not reported in the loaded dataset |