Lake County Plasterers & Cement Masons Retirement — Form 5500 plan (Lake County Plasterers & Cement Masons R)
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, Lake County Plasterers & Cement Masons Retirement is a benefit plan reported by Lake County Plasterers & Cement Masons R under EIN 36-3671021 and plan number 002. The latest loaded filing year is 2023. The filing reports 995 participants and $128,927,637 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lake County Plasterers & Cement Masons R
- EIN
- 36-3671021
- Plan number
- 002
- Plan type
- 1
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 995
- End-of-year plan assets
- $128,927,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 995 | H, C | 20250310122231NAL0031772514003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,927,637
- Total liabilities (EOY)
- $115,833
- Net assets (EOY)
- $128,811,804
- Net assets (BOY)
- $112,049,435
Income & contributions
- Employer contributions
- $11,212,597
- Total contributions
- $11,212,597
- Total income / additions
- $28,261,039
Expenses & distributions
- Benefits paid
- $11,265,255
- Administrative expenses
- $233,415
- Total expenses
- $11,498,670
- Net increase / (decrease)
- $16,762,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $85,216 | $0 | 2023 |
| Group Administrators, Ltd. | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $34,951 | not reported in the loaded dataset | 2023 |
| Aon Hewitt | NONE | $29,513 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Neuman | NONE | $13,544 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lake County Plasterers & Cement Masons R
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Schaumburg, IL
- John Hancock Retirement Plan Servic — Schedule C compensation
- Group Administrators, Ltd. — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Aon Hewitt — Schedule C compensation
- Baum Sigman Auerbach & Neuman — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation