Washington-Idaho Cement Masons Employers Retirement Trust Fund — Form 5500 plan (Washington-Idaho Cement Masons Employers Retirement 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, Washington-Idaho Cement Masons Employers Retirement Trust Fund is a benefit plan reported by Washington-Idaho Cement Masons Employers Retirement Trust Fund under EIN 91-6123986 and plan number 001. The latest loaded filing year is 2023. The filing reports 806 participants and $39,360,112 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington-Idaho Cement Masons Employers Retirement Trust Fund
- EIN
- 91-6123986
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 806
- End-of-year plan assets
- $39,360,112
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 806 | H, C | 20250317142357NAL0000959379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,360,112
- Total liabilities (EOY)
- $59,361
- Net assets (EOY)
- $39,300,751
- Net assets (BOY)
- $34,992,783
Income & contributions
- Employer contributions
- $3,121,351
- Total contributions
- $3,121,351
- Total income / additions
- $7,432,818
Expenses & distributions
- Benefits paid
- $2,769,645
- Administrative expenses
- $355,205
- Total expenses
- $3,124,850
- Net increase / (decrease)
- $4,307,968
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wpas, Inc. | NONE | $78,150 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $76,404 | not reported in the loaded dataset | 2023 |
| Bradley L. Middleton Pc | NONE | $53,766 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $26,790 | not reported in the loaded dataset | 2023 |
| Highland Capital Advisors, LLC | NONE | $21,861 | not reported in the loaded dataset | 2023 |
| Ifebp | NONE | $16,160 | not reported in the loaded dataset | 2023 |
| The Segal Group, Inc. | NONE | $14,042 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $13,750 | not reported in the loaded dataset | 2023 |
| U.S. Bank, N.A. | NONE | $10,032 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Washington-Idaho Cement Masons Employers Retirement Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Wpas, Inc. — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Bradley L. Middleton Pc — Schedule C compensation
- Nwps — Schedule C compensation
- Ullico — Schedule C compensation
- Highland Capital Advisors, LLC — Schedule C compensation
- Ifebp — Schedule C compensation
- The Segal Group, Inc. — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- U.S. Bank, N.A. — Schedule C compensation