Operative Plasterers And Cement Masons Local 394 Pension Trust Fund — Form 5500 plan (Bot Operative Plasterers And Cement Mason Local 394 Pension Trust 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, Operative Plasterers And Cement Masons Local 394 Pension Trust Fund is a benefit plan reported by Bot Operative Plasterers And Cement Mason Local 394 Pension Trust Fund under EIN 51-6031325 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $2,046,320 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot Operative Plasterers And Cement Mason Local 394 Pension Trust Fund
- EIN
- 51-6031325
- Plan number
- 001
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 469
- End-of-year plan assets
- $2,046,320
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 469 | H, C | 20241015152121NAL0048630384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,046,320
- Total liabilities (EOY)
- $5,917
- Net assets (EOY)
- $2,040,403
- Net assets (BOY)
- $2,558,399
Income & contributions
- Total contributions
- $0
- Total income / additions
- $187,665
Expenses & distributions
- Benefits paid
- $517,362
- Administrative expenses
- $188,299
- Total expenses
- $705,661
- Net increase / (decrease)
- -$517,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE OTHER THAN CONTRACT | $67,650 | not reported in the loaded dataset | 2023 |
| Southwest Service Admin, Inc | NONE OTHER THAN CONTRACT | $39,103 | not reported in the loaded dataset | 2023 |
| Bmo Harris | NONE OTHER THAN CONTRACT | $15,838 | not reported in the loaded dataset | 2023 |
| Jennings, Strouss And Salmon, Plc | NONE OTHER THAN CONTRACT | $14,115 | not reported in the loaded dataset | 2023 |
| Ulrich Consulting Group | NONE OTHER THAN CONTRACT | $12,000 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $10,538 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $7,936 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot Operative Plasterers And Cement Mason Local 394 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- The Segal Company — Schedule C compensation
- Southwest Service Admin, Inc — Schedule C compensation
- Bmo Harris — Schedule C compensation
- Jennings, Strouss And Salmon, Plc — Schedule C compensation
- Ulrich Consulting Group — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Segal Select Insurance — Schedule C compensation