Cement Masons Union Local 592 Pension Plan — Form 5500 plan (Trustees Of The Cement Masons Union Local 592 Pension Plan)
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, Cement Masons Union Local 592 Pension Plan is a benefit plan reported by Trustees Of The Cement Masons Union Local 592 Pension Plan under EIN 23-1972409 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,422 participants and $133,909,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Cement Masons Union Local 592 Pension Plan
- EIN
- 23-1972409
- Plan number
- 001
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,422
- End-of-year plan assets
- $133,909,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,422 | H, C | 20250213113835NAL0012491443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $133,909,986
- Total liabilities (EOY)
- $258,930
- Net assets (EOY)
- $133,651,056
- Net assets (BOY)
- $129,275,522
Income & contributions
- Employer contributions
- $11,392,932
- Total contributions
- $11,392,932
- Total income / additions
- $19,860,768
Expenses & distributions
- Benefits paid
- $14,216,328
- Administrative expenses
- $1,268,906
- Total expenses
- $15,485,234
- Net increase / (decrease)
- $4,375,534
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intercontinental R/E Corp | NONE | $139,069 | not reported in the loaded dataset | 2023 |
| The Loomis, Saylers & Co., Lp | NONE | $122,691 | $0 | 2023 |
| Novak Francella, LLC | NONE | $93,146 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $89,054 | not reported in the loaded dataset | 2023 |
| Joe Moskauski | EMPLOYEE | $77,378 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $59,736 | not reported in the loaded dataset | 2023 |
| Rae Group LLC | NONE | $49,500 | not reported in the loaded dataset | 2023 |
| Joann Procopio | EMPLOYEE | $41,295 | not reported in the loaded dataset | 2023 |
| Mwm Law, LLC | NONE | $39,499 | not reported in the loaded dataset | 2023 |
| Susanin, Widman & Brennan, P.C. | NONE | $33,853 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $33,706 | $0 | 2023 |
| Chevy Chase Trust Company | NONE | $31,729 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $31,729 | not reported in the loaded dataset | 2023 |
| Clare Creighton | EMPLOYEE | $30,908 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, Lp | NONE | $30,012 | not reported in the loaded dataset | 2023 |
| Wellington Trust, Co. | NONE | $27,044 | $0 | 2023 |
| Lauren Marchiano | EMPLOYEE | $26,763 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $16,483 | $0 | 2023 |
| Old Glory Asset Management, LLC | NONE | $9,147 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Cement Masons Union Local 592 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Intercontinental R/E Corp — Schedule C compensation
- The Loomis, Saylers & Co., Lp — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Joe Moskauski — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Rae Group LLC — Schedule C compensation
- Joann Procopio — Schedule C compensation
- Mwm Law, LLC — Schedule C compensation
- Susanin, Widman & Brennan, P.C. — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Clare Creighton — Schedule C compensation
- Chartwell Investment Partners, Lp — Schedule C compensation
- Wellington Trust, Co. — Schedule C compensation
- Lauren Marchiano — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Old Glory Asset Management, LLC — Schedule C compensation