Boston Plasterers & Cement Masons Local 534 Deferred Income Plan — Form 5500 plan (Board Of Trustees Bpcm Local 534 Deferred Income 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 Local 534 Deferred Income Plan is a benefit plan reported by Board Of Trustees Bpcm Local 534 Deferred Income Fund under EIN 04-6544055 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $44,959,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Bpcm Local 534 Deferred Income Fund
- EIN
- 04-6544055
- Plan number
- 001
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $44,959,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20240815143010NAL0013185105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,959,898
- Total liabilities (EOY)
- $589,434
- Net assets (EOY)
- $44,370,464
- Net assets (BOY)
- $42,260,647
Income & contributions
- Employer contributions
- $2,490,657
- Total contributions
- $2,490,657
- Total income / additions
- $6,848,918
Expenses & distributions
- Benefits paid
- $4,367,618
- Administrative expenses
- $371,483
- Total expenses
- $4,739,101
- Net increase / (decrease)
- $2,109,817
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 |
| Boston Trust Walden Company | N/A | $39,508 | $0 | 2023 |
| Gail Mills | FUND ADMINISTRATOR | $37,729 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | N/A | $26,902 | not reported in the loaded dataset | 2023 |
| Campbell Devasto & Associates Cpa'S | N/A | $24,228 | not reported in the loaded dataset | 2023 |
| Aimee Lincoln | ASSISTANT ADMINISTRATOR | $22,774 | not reported in the loaded dataset | 2023 |
| Victoria Grignon | ADMINISTRATIVE ASSISTANT | $22,678 | not reported in the loaded dataset | 2023 |
| Lauren Blundell | ADMINISTRATIVE ASSISTANT | $14,997 | not reported in the loaded dataset | 2023 |
| Krakow & Souris LLC | N/A | $10,636 | not reported in the loaded dataset | 2023 |
| Anchor Capital Advisors | N/A | $9,554 | $18 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Bpcm Local 534 Deferred Income 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
- Boston Trust Walden Company — Schedule C compensation
- Gail Mills — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Campbell Devasto & Associates Cpa'S — Schedule C compensation
- Aimee Lincoln — Schedule C compensation
- Victoria Grignon — Schedule C compensation
- Lauren Blundell — Schedule C compensation
- Krakow & Souris LLC — Schedule C compensation
- Anchor Capital Advisors — Schedule C compensation