Concrete Block Employers Pension Plan — Form 5500 plan (Board Of Trustees Of Concrete Block Employers Tr)
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, Concrete Block Employers Pension Plan is a benefit plan reported by Board Of Trustees Of Concrete Block Employers Tr under EIN 95-4179665 and plan number 001. The latest loaded filing year is 2023. The filing reports 672 participants and $21,747,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Concrete Block Employers Tr
- EIN
- 95-4179665
- Plan number
- 001
- Plan type
- 1
- Location
- Sun Valley, CA
- Latest filing year
- 2023
- Participants
- 672
- End-of-year plan assets
- $21,747,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 672 | H, C | 20241014170021NAL0027924913002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,747,317
- Total liabilities (EOY)
- $95,260
- Net assets (EOY)
- $21,652,057
- Net assets (BOY)
- $19,444,854
Income & contributions
- Employer contributions
- $980,000
- Participant contributions
- $0
- Total contributions
- $980,000
- Total income / additions
- $3,330,571
Expenses & distributions
- Benefits paid
- $859,708
- Administrative expenses
- $263,660
- Total expenses
- $1,123,368
- Net increase / (decrease)
- $2,207,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Liden, Nestle, Soled & Associates | LIDEN, NESTLE, SOLED & AS | $72,120 | $0 | 2023 |
| Principal Bank | NONE | $69,322 | $0 | 2023 |
| Horizon Actuarial Services, LLC | NONE | $63,534 | $0 | 2023 |
| Caskey, Mandell, Karp & Block Llp | NONE | $30,000 | $0 | 2023 |
| Meredith J. Sesser | NONE | $4,856 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Concrete Block Employers Tr
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sun Valley, CA
- Liden, Nestle, Soled & Associates — Schedule C compensation
- Principal Bank — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Caskey, Mandell, Karp & Block Llp — Schedule C compensation
- Meredith J. Sesser — Schedule C compensation