# Cement Masons - Employers Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/cement-masons-employers-trust-936023044-501

> Cement Masons - Employers Trust's Health & Welfare plan: 467 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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