Stone And Marble Masons Of Metropolitan Washington D.C. Pension Fund — Form 5500 plan (Board Of Trustees, Stone & Marble Masons Pension 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, Stone And Marble Masons Of Metropolitan Washington D.C. Pension Fund is a benefit plan reported by Board Of Trustees, Stone & Marble Masons Pension Fund under EIN 52-6117940 and plan number 001. The latest loaded filing year is 2023. The filing reports 540 participants and $69,191,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Stone & Marble Masons Pension Fund
- EIN
- 52-6117940
- Plan number
- 001
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 540
- End-of-year plan assets
- $69,191,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 540 | H, C | 20250414210425NAL0001056147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,191,126
- Total liabilities (EOY)
- $43,695
- Net assets (EOY)
- $69,147,431
- Net assets (BOY)
- $66,332,460
Income & contributions
- Employer contributions
- $2,309,568
- Total contributions
- $2,309,568
- Total income / additions
- $7,763,125
Expenses & distributions
- Benefits paid
- $4,408,138
- Administrative expenses
- $540,016
- Total expenses
- $4,948,154
- Net increase / (decrease)
- $2,814,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segall Bryant & Hamill, LLC | NONE | $77,351 | $0 | 2023 |
| Bensys, Inc. | NONE | $76,086 | not reported in the loaded dataset | 2023 |
| Bolton Partners, Inc. | NONE | $50,105 | not reported in the loaded dataset | 2023 |
| First Eagle Investment Mgt, LLC | not reported in the loaded dataset | $44,209 | $0 | 2023 |
| Investment Performances Services | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, Lp | not reported in the loaded dataset | $37,604 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust | NONE | $36,730 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $0 | $36,621 | 2023 |
| Brown Advisory LLC | NONE | $35,770 | $0 | 2023 |
| Mooney, Green, Saindon, Murphy | NONE | $19,676 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $14,745 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $6,742 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Stone & Marble Masons Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Segall Bryant & Hamill, LLC — Schedule C compensation
- Bensys, Inc. — Schedule C compensation
- Bolton Partners, Inc. — Schedule C compensation
- First Eagle Investment Mgt, LLC — Schedule C compensation
- Investment Performances Services — Schedule C compensation
- Loomis, Sayles & Company, Lp — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Brown Advisory LLC — Schedule C compensation
- Mooney, Green, Saindon, Murphy — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Us Bank — Schedule C compensation