2023 Form 5500 filing — Colorado 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 20250915120308NAL0001078785001) for Colorado Cement Masons Pension Trust Fund, reported by Board Of Trustees - Colorado Cement Masons Pension Trust Fund under EIN 84-6094010 and plan number 001. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915120308NAL0001078785001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Colorado Cement Masons Pension Trust Fund
- EIN
- 84-6094010
- Plan number
- 001
- Location
- Alburquerque, NM
- Participants
- 385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,899,456
- Total liabilities (EOY)
- $5,505
- Net assets (EOY)
- $6,893,951
- Employer contributions
- $369,865
- Total income / additions
- $1,704,010
- Benefits paid
- $774,686
- Administrative expenses
- $202,061
- Total expenses
- $976,747
- Net increase / (decrease)
- $727,263
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $31,488 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE | $30,000 | not reported in the loaded dataset |
| Transform Wealth | NONE | $28,805 | not reported in the loaded dataset |
| Needles & Associates | NONE | $26,525 | not reported in the loaded dataset |
| Tmcc Pnc Bank | NONE | $14,299 | not reported in the loaded dataset |
| Mondress Monaco Parr Lockwood Pllc | NONE | $8,172 | not reported in the loaded dataset |