Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund — Form 5500 plan (Bot-Boston Plasterers&Cement Mason Union Local 534 Pension Fund)
Plain-English plan 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, Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund is a benefit plan reported by Bot-Boston Plasterers&Cement Mason Union Local 534 Pension Fund under EIN 04-6127786 and plan number 001. The latest loaded filing year is 2023. The filing reports 540 participants and $50,725,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot-Boston Plasterers&Cement Mason Union Local 534 Pension Fund
- EIN
- 04-6127786
- Plan number
- 001
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 540
- End-of-year plan assets
- $50,725,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 540 | H, C | 20241030110010NAL0000545473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,725,239
- Total liabilities (EOY)
- $78,837
- Net assets (EOY)
- $50,646,402
- Net assets (BOY)
- $43,515,103
Income & contributions
- Employer contributions
- $5,801,188
- Total contributions
- $5,801,188
- Total income / additions
- $11,173,452
Expenses & distributions
- Benefits paid
- $3,612,244
- Administrative expenses
- $429,906
- Total expenses
- $4,042,153
- Net increase / (decrease)
- $7,131,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| New England Pension Consultants | N/A | $43,750 | not reported in the loaded dataset | 2023 |
| Gail Mills | FUND ADMINISTRATOR | $37,734 | not reported in the loaded dataset | 2023 |
| Cbiz Savitz | N/A | $25,860 | not reported in the loaded dataset | 2023 |
| Campbell Devasto & Assoc Llp Cpas | N/A | $25,717 | not reported in the loaded dataset | 2023 |
| Aimee Lincoln | ASSISTANT ADMINISTRATIVE | $22,779 | not reported in the loaded dataset | 2023 |
| Victoria Grignon | ADMINISTRATIVE ASSISTANT | $22,683 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | N/A | $20,752 | not reported in the loaded dataset | 2023 |
| Krakow & Souris LLC | N/A | $17,566 | not reported in the loaded dataset | 2023 |
| Anchor Capital Advisors, Inc. | NONE | $16,869 | $57 | 2023 |
| Lauren Blundell | ADMINISTRATIVE ASSISTANT | $14,997 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank Na | N/A | $8,809 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot-Boston Plasterers&Cement Mason Union Local 534 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- New England Pension Consultants — Schedule C compensation
- Gail Mills — Schedule C compensation
- Cbiz Savitz — Schedule C compensation
- Campbell Devasto & Assoc Llp Cpas — Schedule C compensation
- Aimee Lincoln — Schedule C compensation
- Victoria Grignon — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Krakow & Souris LLC — Schedule C compensation
- Anchor Capital Advisors, Inc. — Schedule C compensation
- Lauren Blundell — Schedule C compensation
- Jp Morgan Chase Bank Na — Schedule C compensation