Stone Setters Pension Fund Local 84 — Form 5500 plan (Board Of Trustees Of Stone Setters)

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, Stone Setters Pension Fund Local 84 is a benefit plan reported by Board Of Trustees Of Stone Setters under EIN 13-6121379 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $37,189,588 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Stone Setters
EIN
13-6121379
Plan number
001
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
263
End-of-year plan assets
$37,189,588

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023263H, C20241011130202NAL0021904705003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,189,588
Total liabilities (EOY)
$92,081
Net assets (EOY)
$37,097,507
Net assets (BOY)
$33,992,529

Income & contributions

Employer contributions
$1,655,350
Total contributions
$1,655,350
Total income / additions
$5,648,311

Expenses & distributions

Benefits paid
$2,229,183
Administrative expenses
$314,150
Total expenses
$2,543,333
Net increase / (decrease)
$3,104,978

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Holm & Ohara LlpUNION ATTORNEY$53,257not reported in the loaded dataset2023
The Segal CompanyNONE$43,815not reported in the loaded dataset2023
Kobgo AssociatesNONE$38,050not reported in the loaded dataset2023
Gould Kobrick & Schlapp PcUNION ACCOUNTANT$30,700not reported in the loaded dataset2023
Intercontinental Real Estate Corp.NONE$25,298not reported in the loaded dataset2023
New Tower Trust CompanyNONE$25,060not reported in the loaded dataset2023
Quan-Vest Consult IncNONE$24,435not reported in the loaded dataset2023
Daniel H. Cook Associates Inc.NONE$22,680not reported in the loaded dataset2023
Venable LlpNONE$12,700not reported in the loaded dataset2023
Afl-Cio Housing InvNONE$7,576not reported in the loaded dataset2023
Stacey Braun AssociatesNONE$7,286not reported in the loaded dataset2023

Related Form 5500 pages