Cement Masons Local No. 524 Pension Plan — Form 5500 plan (Board Of Trustees, Cement Masons Local No. 524 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 Local No. 524 Pension Plan is a benefit plan reported by Board Of Trustees, Cement Masons Local No. 524 Pension Plan under EIN 31-0235930 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $3,802,352 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Cement Masons Local No. 524 Pension Plan
EIN
31-0235930
Plan number
001
Plan type
1
Location
Indianapolis, IN
Latest filing year
2023
Participants
211
End-of-year plan assets
$3,802,352

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20250310093008NAL0009660819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,802,352
Total liabilities (EOY)
$58,382
Net assets (EOY)
$3,743,970
Net assets (BOY)
$3,508,721

Income & contributions

Employer contributions
$544,170
Total contributions
$544,170
Total income / additions
$1,105,759

Expenses & distributions

Benefits paid
$713,431
Administrative expenses
$157,079
Total expenses
$870,510
Net increase / (decrease)
$235,249

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cuni Rust & StrenkNONE$37,825not reported in the loaded dataset2023
UmrNONE$25,377not reported in the loaded dataset2023
Ledbetter Partners LLCNONE$20,758not reported in the loaded dataset2023
Dgperry PllcNONE$20,244not reported in the loaded dataset2023
Andco Consulting LLCNONE$16,250not reported in the loaded dataset2023
Segal Select Insurance Services IncNONE$8,420not reported in the loaded dataset2023
U.S. Bank National AssociationNONE$7,000not reported in the loaded dataset2023

Related Form 5500 pages