Cement Masons - Employers Health, Welfare And Vacation Plan — Form 5500 plan (Cement Masons - Employers 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, Cement Masons - Employers Health, Welfare And Vacation Plan is a benefit plan reported by Cement Masons - Employers Trust under EIN 93-6023044 and plan number 501. The latest loaded filing year is 2023. The filing reports 541 participants and $8,813,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cement Masons - Employers Trust
- EIN
- 93-6023044
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 541
- End-of-year plan assets
- $8,813,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 541 | H, C | 20241014160203NAL0053050114009 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,813,848
- Total liabilities (EOY)
- $3,979,237
- Net assets (EOY)
- $4,834,611
- Net assets (BOY)
- $4,504,642
Income & contributions
- Employer contributions
- $7,946,101
- Participant contributions
- $308,129
- Total contributions
- $8,254,230
- Total income / additions
- $10,023,732
Expenses & distributions
- Benefits paid
- $9,212,253
- Administrative expenses
- $481,510
- Total expenses
- $9,693,763
- Net increase / (decrease)
- $329,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Masonry Industry Trust Admin. | not reported in the loaded dataset | $341,563 | not reported in the loaded dataset | 2023 |
| Valenz Claim | not reported in the loaded dataset | $160,873 | 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 | $49,979 | not reported in the loaded dataset | 2023 |
| Bradley L. Middleton, Pc | not reported in the loaded dataset | $36,020 | not reported in the loaded dataset | 2023 |
| Quest Investment Management | not reported in the loaded dataset | $21,209 | not reported in the loaded dataset | 2023 |
| Canopy Eap | not reported in the loaded dataset | $13,126 | not reported in the loaded dataset | 2023 |
| Milliman | not reported in the loaded dataset | $4,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cement Masons - Employers 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
- Middleton & Co., Cpa, Pc — Schedule C compensation
- Innovative Care Management — Schedule C compensation
- Bradley L. Middleton, Pc — Schedule C compensation
- Quest Investment Management — Schedule C compensation
- Canopy Eap — Schedule C compensation
- Milliman — Schedule C compensation