Cement Masons Local Union No. 502 Savings Fund — Form 5500 plan (Board Of Trustees Local 502 Savings Fund)

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 Union No. 502 Savings Fund is a benefit plan reported by Board Of Trustees Local 502 Savings Fund under EIN 36-6411337 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,271 participants and $9,089,918 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Local 502 Savings Fund
EIN
36-6411337
Plan number
501
Plan type
1
Location
Bellwood, IL
Latest filing year
2023
Participants
1,271
End-of-year plan assets
$9,089,918

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,271H, C20241212120133NAL0012545873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,089,918
Net assets (EOY)
$9,089,918
Net assets (BOY)
$9,097,963

Income & contributions

Employer contributions
$48,550
Participant contributions
$8,637,581
Total contributions
$8,686,131
Total income / additions
$9,139,294

Expenses & distributions

Benefits paid
$9,018,673
Administrative expenses
$128,666
Total expenses
$9,147,339
Net increase / (decrease)
-$8,045

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Legacy Professionals LlpNONE$25,799not reported in the loaded dataset2023
Johnson & KrolNONE$23,395not reported in the loaded dataset2023

Related Form 5500 pages