Operative Plasterers And Cement Masons Local No. 109 Pension Plan — Form 5500 plan (Plasterers & Cement Masons Local No. 109 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, Operative Plasterers And Cement Masons Local No. 109 Pension Plan is a benefit plan reported by Plasterers & Cement Masons Local No. 109 Pension Plan under EIN 34-6622619 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,396 participants and $121,845,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plasterers & Cement Masons Local No. 109 Pension Plan
- EIN
- 34-6622619
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 1,396
- End-of-year plan assets
- $121,845,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,396 | H, C | 20250217094508NAL0001701585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,845,356
- Total liabilities (EOY)
- $184,522
- Net assets (EOY)
- $121,660,834
- Net assets (BOY)
- $115,520,631
Income & contributions
- Employer contributions
- $5,170,879
- Total contributions
- $5,170,879
- Total income / additions
- $17,368,755
Expenses & distributions
- Benefits paid
- $10,470,512
- Administrative expenses
- $758,040
- Total expenses
- $11,228,552
- Net increase / (decrease)
- $6,140,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $99,339 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | INVESTMENT MANAGER | $90,316 | not reported in the loaded dataset | 2023 |
| Bny Mellon Securities Corporation | INVESTMENT MANAGER | $89,973 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors, Inc. | INVESTMENT MANAGER | $83,612 | not reported in the loaded dataset | 2023 |
| Cuni, Rust, & Strenk | ACTUARY | $52,325 | not reported in the loaded dataset | 2023 |
| Pbgc Premium | NONE | $48,860 | not reported in the loaded dataset | 2023 |
| Barings Core Property Fund | INVESTMENT MANAGER | $45,934 | not reported in the loaded dataset | 2023 |
| And Co. Consulting LLC | INVESTMENT CONSULTANT | $42,000 | not reported in the loaded dataset | 2023 |
| Solxsys Administrative Solutions | THIRD PARTY ADMINISTRATOR | $40,000 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | INVESTMENT CUSTODIAN | $30,344 | not reported in the loaded dataset | 2023 |
| Ocpcm Combined Funds Inc. | COLLECTION AGENCY | $21,892 | not reported in the loaded dataset | 2023 |
| Johnson Investment Council | INVESTMENT MANAGER | $20,550 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpa'S Inc | AUDITOR | $19,700 | not reported in the loaded dataset | 2023 |
| Macala & Piatt, LLC | ATTORNEY | $18,451 | not reported in the loaded dataset | 2023 |
| Ancora Advisors | INVESTMENT MANAGER | $17,552 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plasterers & Cement Masons Local No. 109 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Bny Mellon Securities Corporation — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- Cuni, Rust, & Strenk — Schedule C compensation
- Pbgc Premium — Schedule C compensation
- Barings Core Property Fund — Schedule C compensation
- And Co. Consulting LLC — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Ocpcm Combined Funds Inc. — Schedule C compensation
- Johnson Investment Council — Schedule C compensation
- Yurchyk & Davis Cpa'S Inc — Schedule C compensation
- Macala & Piatt, LLC — Schedule C compensation
- Ancora Advisors — Schedule C compensation