Cement Masons Annuity Trust Fund For Northern Nevada — Form 5500 plan (Board Of Trustees, Cement Masons Annuity 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, Cement Masons Annuity Trust Fund For Northern Nevada is a benefit plan reported by Board Of Trustees, Cement Masons Annuity Trust Fund under EIN 88-0197939 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,581 participants and $29,263,583 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Cement Masons Annuity Trust Fund
- EIN
- 88-0197939
- Plan number
- 002
- Plan type
- 1
- Location
- Reno, NV
- Latest filing year
- 2023
- Participants
- 1,581
- End-of-year plan assets
- $29,263,583
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,581 | H, C | 20250316163836NAL0000609809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,263,583
- Total liabilities (EOY)
- $26,117
- Net assets (EOY)
- $29,237,466
- Net assets (BOY)
- $24,856,767
Income & contributions
- Employer contributions
- $2,134,411
- Total contributions
- $2,134,411
- Total income / additions
- $5,801,925
Expenses & distributions
- Benefits paid
- $1,080,121
- Administrative expenses
- $341,105
- Total expenses
- $1,421,226
- Net increase / (decrease)
- $4,380,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sierra Investment Partners | NONE | $138,287 | not reported in the loaded dataset | 2023 |
| Benefit Plan Administrators, Inc. | NONE | $123,245 | not reported in the loaded dataset | 2023 |
| Berry & Co., Cpa'S Ltd | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Mariner Institutional, LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Jenkins Law Firm | NONE | $14,983 | not reported in the loaded dataset | 2023 |
| U.S. Bank, N.A. | NONE | $6,929 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Cement Masons Annuity Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Reno, NV
- Sierra Investment Partners — Schedule C compensation
- Benefit Plan Administrators, Inc. — Schedule C compensation
- Berry & Co., Cpa'S Ltd — Schedule C compensation
- Mariner Institutional, LLC — Schedule C compensation
- Jenkins Law Firm — Schedule C compensation
- U.S. Bank, N.A. — Schedule C compensation