Board Of Trustees Op Plasterers & Cement Masons L262 Pension — Form 5500 plan (Board Of Trustees Op Plasterers & Cement Masons L262 Pension)
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, Board Of Trustees Op Plasterers & Cement Masons L262 Pension is a benefit plan reported by Board Of Trustees Op Plasterers & Cement Masons L262 Pension under EIN 13-6369468 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $38,276,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Op Plasterers & Cement Masons L262 Pension
- EIN
- 13-6369468
- Plan number
- 001
- Plan type
- 1
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $38,276,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241015175627NAL0030558369002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,276,699
- Total liabilities (EOY)
- $2,834,935
- Net assets (EOY)
- $35,441,764
- Net assets (BOY)
- $30,511,690
Income & contributions
- Employer contributions
- $1,279,842
- Total contributions
- $1,279,842
- Total income / additions
- $5,694,320
Expenses & distributions
- Benefits paid
- $370,616
- Administrative expenses
- $393,630
- Total expenses
- $764,246
- Net increase / (decrease)
- $4,930,074
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boyd Watterson Asset Management LLC | NONE | $57,472 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc | NONE | $41,741 | $0 | 2023 |
| Fitzsimmons Abrams Llp | NONE | $40,672 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $36,517 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting, Inc. | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Mackay Shields LLC | NONE | $28,733 | not reported in the loaded dataset | 2023 |
| Barnes, Iccarino, And Shepherd, Llp | NONE | $27,000 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | NONE | $14,764 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Op Plasterers & Cement Masons L262 Pension
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Fitzsimmons Abrams Llp — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- First Actuarial Consulting, Inc. — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- Barnes, Iccarino, And Shepherd, Llp — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation