Pension Plan For Local Union 527 Of Operative Plasterers And Cement Masons — Form 5500 plan (Operative Plasterers & Cement Masons Local 527 Pension Trust)
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, Pension Plan For Local Union 527 Of Operative Plasterers And Cement Masons is a benefit plan reported by Operative Plasterers & Cement Masons Local 527 Pension Trust under EIN 51-0179270 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,277 participants and $154,038,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operative Plasterers & Cement Masons Local 527 Pension Trust
- EIN
- 51-0179270
- Plan number
- 001
- Plan type
- 1
- Location
- Bridgeton, MO
- Latest filing year
- 2023
- Participants
- 1,277
- End-of-year plan assets
- $154,038,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,277 | H, C | 20250505113319NAL0017492786002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $154,038,973
- Total liabilities (EOY)
- $35,402
- Net assets (EOY)
- $154,003,571
- Net assets (BOY)
- $140,801,879
Income & contributions
- Employer contributions
- $8,937,471
- Total contributions
- $8,937,471
- Total income / additions
- $24,645,855
Expenses & distributions
- Benefits paid
- $10,529,932
- Administrative expenses
- $914,231
- Total expenses
- $11,444,163
- Net increase / (decrease)
- $13,201,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marquette Associates | NONE | $161,080 | not reported in the loaded dataset | 2023 |
| Cement Masons Local 527 | COMMON MEMBERSHIP | $131,089 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $92,408 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $73,225 | not reported in the loaded dataset | 2023 |
| Commerce Bank | NONE | $65,456 | $3,879 | 2023 |
| Ullico Investment Advisors Inc. | NONE | $61,826 | not reported in the loaded dataset | 2023 |
| Cement Masons Local 527 Trust | COMMON MEMBERSHIP | $55,198 | not reported in the loaded dataset | 2023 |
| Elmtree | NONE | $54,698 | not reported in the loaded dataset | 2023 |
| Segal Bryant Hamill | NONE | $49,855 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $33,026 | not reported in the loaded dataset | 2023 |
| Hammond & Shinners | NONE | $32,738 | not reported in the loaded dataset | 2023 |
| Maddock Henson, P.C. | NONE | $11,092 | not reported in the loaded dataset | 2023 |
| The Berwyn Group, Inc | NONE | $9,600 | not reported in the loaded dataset | 2023 |
| Creative Litho, Inc. | NONE | $7,003 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operative Plasterers & Cement Masons Local 527 Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Bridgeton, MO
- Marquette Associates — Schedule C compensation
- Cement Masons Local 527 — Schedule C compensation
- Anders Minkler Huber Helm Llp — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Commerce Bank — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Cement Masons Local 527 Trust — Schedule C compensation
- Elmtree — Schedule C compensation
- Segal Bryant Hamill — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Hammond & Shinners — Schedule C compensation
- Maddock Henson, P.C. — Schedule C compensation
- The Berwyn Group, Inc — Schedule C compensation
- Creative Litho, Inc. — Schedule C compensation