Nm State Conference Of The Operative Plasterers' & Cement Masons' Pension Trust Fund — Form 5500 plan (Nm State Conference Of The Masons' 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, Nm State Conference Of The Operative Plasterers' & Cement Masons' Pension Trust Fund is a benefit plan reported by Nm State Conference Of The Masons' Pension Trust Fund under EIN 85-6073938 and plan number 001. The latest loaded filing year is 2023. The filing reports 504 participants and $12,529,191 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nm State Conference Of The Masons' Pension Trust Fund
- EIN
- 85-6073938
- Plan number
- 001
- Plan type
- 1
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 504
- End-of-year plan assets
- $12,529,191
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 504 | H, C | 20250714190338NAL0001087875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,529,191
- Total liabilities (EOY)
- $9,832
- Net assets (EOY)
- $12,519,359
- Net assets (BOY)
- $12,152,919
Income & contributions
- Employer contributions
- $509,884
- Total contributions
- $509,884
- Total income / additions
- $3,065,838
Expenses & distributions
- Benefits paid
- $2,436,855
- Administrative expenses
- $262,543
- Total expenses
- $2,699,398
- Net increase / (decrease)
- $366,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $74,574 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE | $44,329 | not reported in the loaded dataset | 2023 |
| Baa Capital Advisors | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| The Kelley Law Group | NONE | $17,693 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $14,082 | not reported in the loaded dataset | 2023 |
| Wcm Investments | NONE | $10,122 | not reported in the loaded dataset | 2023 |
| Eaton Vance | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Legg Mason | NONE | $9,875 | not reported in the loaded dataset | 2023 |
| Lazard | NONE | $6,822 | not reported in the loaded dataset | 2023 |
| Wellesley | NONE | $5,090 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nm State Conference Of The Masons' Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- The Segal Company — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Baa Capital Advisors — Schedule C compensation
- The Kelley Law Group — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Wcm Investments — Schedule C compensation
- Eaton Vance — Schedule C compensation
- Legg Mason — Schedule C compensation
- Lazard — Schedule C compensation
- Wellesley — Schedule C compensation