Plan Snapshot
- Plan Sponsor: Cement Masons - Employers Trust
- Sponsor EIN: 936023044
- Sponsor Address: 9848 E BURNSIDE, PORTLAND, OR, 97216
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 467
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 467 | $8.3M | $7.6M | $248,317 |
| 2023 | 497 | $8.8M | $7.9M | $308,129 |
| 2022 | 476 | $8.2M | $7.5M | $358,394 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MASONRY INDUSTRY TRUST ADMIN. | Other Service Provider | $340,223 | — | $340,223 |
| VALENZ CLAIM | Other Service Provider | $179,832 | — | $179,832 |
| MIDDLETON & CO., CPA, PC | Other Service Provider | $65,950 | — | $65,950 |
| INNOVATIVE CARE MANAGEMENT | Other Service Provider | $38,123 | — | $38,123 |
| BRADLEY L. MIDDLETON, PC | Other Service Provider | $23,627 | — | $23,627 |
| QUEST INVESTMENT MANAGEMENT | Other Service Provider | $21,009 | — | $21,009 |
| CANOPY EAP | Other Service Provider | $11,309 | — | $11,309 |
| MILLIMAN | Recordkeeper | $7,231 | — | $7,231 |
| MARKEL AMERICAN INSURANCE | Other Service Provider | $7,072 | — | $7,072 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $694,376
- Estimated Expense Ratio: 8.375% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $482,456 | $21,009 | $300,600 | $50,500 | — |
| 2023 | $481,510 | $21,209 | $300,600 | $44,500 | — |
| 2022 | $457,897 | $21,846 | $288,600 | — | $107,950 |