Operative Plasterers & Cement Masons Loc 599 Rt Pl — Form 5500 plan (Operative Plasterers & Cement Masons Local 599 Area 204 Supp Ret 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 & Cement Masons Loc 599 Rt Pl is a benefit plan reported by Operative Plasterers & Cement Masons Local 599 Area 204 Supp Ret Plan under EIN 39-6185236 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $2,223,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operative Plasterers & Cement Masons Local 599 Area 204 Supp Ret Plan
- EIN
- 39-6185236
- Plan number
- 002
- Plan type
- 1
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $2,223,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20250314165846NAL0012000003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,223,700
- Total liabilities (EOY)
- $373
- Net assets (EOY)
- $2,223,327
- Net assets (BOY)
- $2,371,917
Income & contributions
- Participant contributions
- $58,847
- Total contributions
- $58,847
- Total income / additions
- $462,806
Expenses & distributions
- Benefits paid
- $562,954
- Administrative expenses
- $48,442
- Total expenses
- $611,396
- Net increase / (decrease)
- -$148,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sikich Cpa LLC | NONE | $15,235 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $10,391 | $0 | 2023 |
| Bpa Of Wi A Benesys Company | NONE | $9,028 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operative Plasterers & Cement Masons Local 599 Area 204 Supp Ret Plan
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Sikich Cpa LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Bpa Of Wi A Benesys Company — Schedule C compensation