Cement Masons Local No. 886/404 Pension Plan — Form 5500 plan (Cement Masons Local 886/404 Pension Plan Board Of Trustees)
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. 886/404 Pension Plan is a benefit plan reported by Cement Masons Local 886/404 Pension Plan Board Of Trustees under EIN 34-1290577 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,405 participants and $146,481,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cement Masons Local 886/404 Pension Plan Board Of Trustees
- EIN
- 34-1290577
- Plan number
- 001
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 1,405
- End-of-year plan assets
- $146,481,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,405 | H, C | 20250405044506NAL0013304193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $146,481,805
- Total liabilities (EOY)
- $238,729
- Net assets (EOY)
- $146,243,076
- Net assets (BOY)
- $134,073,731
Income & contributions
- Employer contributions
- $7,505,434
- Total contributions
- $7,505,434
- Total income / additions
- $23,228,988
Expenses & distributions
- Benefits paid
- $10,262,846
- Administrative expenses
- $796,797
- Total expenses
- $11,059,643
- Net increase / (decrease)
- $12,169,345
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Reality Advisors | INVESTMENT MANAGER | $116,580 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $97,490 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors, Inc. | INVESTMENT MANAGER | $85,527 | not reported in the loaded dataset | 2023 |
| Marquette Associates | INVESTMENT CONSULTANT | $80,000 | not reported in the loaded dataset | 2023 |
| Cuni, Rust & Strenk | ACTUARY | $59,075 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop, & Kendrick | ATTORNEY | $52,060 | not reported in the loaded dataset | 2023 |
| Pbgc Premium | NONE | $49,175 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors | INVESTMENT MANAGER | $46,484 | not reported in the loaded dataset | 2023 |
| Hgk Asset Management, Inc. | INVESTMENT MANAGEMENT | $40,039 | not reported in the loaded dataset | 2023 |
| Afl-Cio Housing Investment Trust | INVESTMENT MANAGER | $34,026 | not reported in the loaded dataset | 2023 |
| Ohio Conference Of Plasterers & Cm | COLLECTION AGENCY | $27,737 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Co. | INVESTMENT MANAGER | $18,092 | $0 | 2023 |
| Ubs (Us) Trumbull Property Fund Lp | INVESTMENT MANAGER | $17,289 | not reported in the loaded dataset | 2023 |
| Fifth Third | INVESTMENT CUSTODIAN | $16,247 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S, Inc | AUDITOR | $8,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cement Masons Local 886/404 Pension Plan Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- American Reality Advisors — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Cuni, Rust & Strenk — Schedule C compensation
- Shumaker, Loop, & Kendrick — Schedule C compensation
- Pbgc Premium — Schedule C compensation
- Manning & Napier Advisors — Schedule C compensation
- Hgk Asset Management, Inc. — Schedule C compensation
- Afl-Cio Housing Investment Trust — Schedule C compensation
- Ohio Conference Of Plasterers & Cm — Schedule C compensation
- Union Labor Life Insurance Co. — Schedule C compensation
- Ubs (Us) Trumbull Property Fund Lp — Schedule C compensation
- Fifth Third — Schedule C compensation
- Yurchyk & Davis Cpa'S, Inc — Schedule C compensation