Cement Masons Local No. 502 Retiree Welfare Fund — Form 5500 plan (Board Of Trustees Of Cement Masons Local No. 502 Retiree Welfare 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, Cement Masons Local No. 502 Retiree Welfare Fund is a benefit plan reported by Board Of Trustees Of Cement Masons Local No. 502 Retiree Welfare Fund under EIN 80-0967048 and plan number 501. The latest loaded filing year is 2023. The filing reports 470 participants and $18,675,693 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Cement Masons Local No. 502 Retiree Welfare Fund
- EIN
- 80-0967048
- Plan number
- 501
- Plan type
- 1
- Location
- Bellwood, IL
- Latest filing year
- 2023
- Participants
- 470
- End-of-year plan assets
- $18,675,693
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 470 | H, C | 20240828094259NAL0006727219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,675,693
- Total liabilities (EOY)
- $826,323
- Net assets (EOY)
- $17,849,370
- Net assets (BOY)
- $16,949,704
Income & contributions
- Employer contributions
- $5,905,493
- Participant contributions
- $109,410
- Total contributions
- $6,014,903
- Total income / additions
- $7,896,318
Expenses & distributions
- Benefits paid
- $6,492,947
- Administrative expenses
- $503,705
- Total expenses
- $6,996,652
- Net increase / (decrease)
- $899,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marathon Health | NONE | $152,431 | not reported in the loaded dataset | 2023 |
| Bluecross Blueshield Of Illinois | NONE | $111,008 | $0 | 2023 |
| Union Eyes, LLC | NONE | $66,933 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $52,448 | not reported in the loaded dataset | 2023 |
| Johnson & Krol LLC | NONE | $40,174 | not reported in the loaded dataset | 2023 |
| William Beeman | EMPLOYEE | $38,672 | not reported in the loaded dataset | 2023 |
| Lucila Duarte | EMPLOYEE | $33,316 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $23,457 | not reported in the loaded dataset | 2023 |
| Tfbc, LLC | NONE | $19,334 | not reported in the loaded dataset | 2023 |
| Sav-Rx Prescription Services | NONE | $17,371 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $16,669 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $14,736 | not reported in the loaded dataset | 2023 |
| Ucs Holdings, Inc. | NONE | $7,531 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $7,057 | $0 | 2023 |
| Marquette Associates | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Cement Masons Local No. 502 Retiree Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bellwood, IL
- Marathon Health — Schedule C compensation
- Bluecross Blueshield Of Illinois — Schedule C compensation
- Union Eyes, LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Johnson & Krol LLC — Schedule C compensation
- William Beeman — Schedule C compensation
- Lucila Duarte — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Tfbc, LLC — Schedule C compensation
- Sav-Rx Prescription Services — Schedule C compensation
- National Investment Services — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Ucs Holdings, Inc. — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Marquette Associates — Schedule C compensation