Cement Masons Local Union 681 Pension Plan — Form 5500 plan (Cement Masons Local Union #681 Pension)
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 681 Pension Plan is a benefit plan reported by Cement Masons Local Union #681 Pension under EIN 74-6091787 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $9,640,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cement Masons Local Union #681 Pension
- EIN
- 74-6091787
- Plan number
- 001
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $9,640,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20250710065758NAL0003869555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,640,703
- Total liabilities (EOY)
- $50,873
- Net assets (EOY)
- $9,589,830
- Net assets (BOY)
- $9,311,103
Income & contributions
- Employer contributions
- $44,198
- Total contributions
- $44,198
- Total income / additions
- $1,327,953
Expenses & distributions
- Benefits paid
- $816,414
- Administrative expenses
- $232,812
- Total expenses
- $1,049,226
- Net increase / (decrease)
- $278,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Harizon Actuarial Servcies | ACTUARY | $69,601 | not reported in the loaded dataset | 2023 |
| Benefit Resources | CONTRACT ADMINISTRATOR | $66,000 | not reported in the loaded dataset | 2023 |
| Harper & Pearson Company Pc | ACCOUNTING | $37,000 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets | INVESTMENT CONSULTANT | $23,785 | not reported in the loaded dataset | 2023 |
| Conner & Winters Llp | LEGAL | $20,903 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cement Masons Local Union #681 Pension
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Harizon Actuarial Servcies — Schedule C compensation
- Benefit Resources — Schedule C compensation
- Harper & Pearson Company Pc — Schedule C compensation
- Rbc Capital Markets — Schedule C compensation
- Conner & Winters Llp — Schedule C compensation