Masonry Welfare Plan — Form 5500 plan (Masonry Welfare Trust)
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, Masonry Welfare Plan is a benefit plan reported by Masonry Welfare Trust under EIN 93-6023043 and plan number 501. The latest loaded filing year is 2023. The filing reports 681 participants and $6,925,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Masonry Welfare Trust
- EIN
- 93-6023043
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 681
- End-of-year plan assets
- $6,925,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 681 | H, C | 20241014160203NAL0053050114010 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,925,475
- Total liabilities (EOY)
- $5,037,155
- Net assets (EOY)
- $1,888,320
- Net assets (BOY)
- $3,883,339
Income & contributions
- Employer contributions
- $8,098,392
- Participant contributions
- $442,493
- Total contributions
- $8,540,885
- Total income / additions
- $10,190,544
Expenses & distributions
- Benefits paid
- $11,508,855
- Administrative expenses
- $676,708
- Total expenses
- $12,185,563
- Net increase / (decrease)
- -$1,995,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Masonry Industry Trust Admin. | not reported in the loaded dataset | $462,456 | not reported in the loaded dataset | 2023 |
| Valenz Claim | not reported in the loaded dataset | $258,105 | not reported in the loaded dataset | 2023 |
| Bradley L. Middleton, Pc | not reported in the loaded dataset | $120,839 | not reported in the loaded dataset | 2023 |
| Middleton & Co, Cpa, Pc | not reported in the loaded dataset | $59,950 | not reported in the loaded dataset | 2023 |
| Innovative Care Management | not reported in the loaded dataset | $58,289 | not reported in the loaded dataset | 2023 |
| Labor First, LLC | not reported in the loaded dataset | $37,640 | not reported in the loaded dataset | 2023 |
| Keycorp | not reported in the loaded dataset | $12,362 | $192 | 2023 |
| Moda Health, Inc. | not reported in the loaded dataset | $12,006 | not reported in the loaded dataset | 2023 |
| Metropolitan West Asset Mgmt, LLC | not reported in the loaded dataset | not reported in the loaded dataset | $7,539 | 2023 |
| Dodge & Cox Funds - Dodix | not reported in the loaded dataset | not reported in the loaded dataset | $5,853 | 2023 |
| Milliman | not reported in the loaded dataset | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Masonry Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Masonry Industry Trust Admin. — Schedule C compensation
- Valenz Claim — Schedule C compensation
- Bradley L. Middleton, Pc — Schedule C compensation
- Middleton & Co, Cpa, Pc — Schedule C compensation
- Innovative Care Management — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- Keycorp — Schedule C compensation
- Moda Health, Inc. — Schedule C compensation
- Metropolitan West Asset Mgmt, LLC — Schedule C compensation
- Dodge & Cox Funds - Dodix — Schedule C compensation
- Milliman — Schedule C compensation