401k Plan data: CEMENT MASONS LOCAL NO. 43 PENSION PLAN plan

CEMENT MASONS LOCAL NO. 43 PENSION PLAN 401k Plan overview

Plan Name	CEMENT MASONS LOCAL NO. 43 PENSION PLAN
Plan identification number	001

CEMENT MASONS LOCAL NO. 43 PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

TRUSTEES OF CEMENT MASONS LOCAL NO. 43 PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name: TRUSTEES OF CEMENT MASONS LOCAL NO. 43 PENSION PLAN

Employer identification number (EIN): 526111323

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CEMENT MASONS LOCAL NO. 43 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 EDWARD A LURZ JR.
001 2011-01-01 MARY BATTLE
001 2009-01-01 MARK FRIED

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	EDWARD A LURZ JR.
001	2011-01-01	MARY BATTLE
001	2009-01-01	MARK FRIED

Plan Statistics for CEMENT MASONS LOCAL NO. 43 PENSION PLAN

401k plan membership statisitcs for CEMENT MASONS LOCAL NO. 43 PENSION PLAN

Measure Date Value
2012: CEMENT MASONS LOCAL NO. 43 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of employers contributing to the scheme 2012-01-01 10
2011: CEMENT MASONS LOCAL NO. 43 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 48
Number of other retired or separated participants entitled to future benefits 2011-01-01 27
Total of all active and inactive participants 2011-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 10
Total participants 2011-01-01 95
Number of employers contributing to the scheme 2011-01-01 10
2009: CEMENT MASONS LOCAL NO. 43 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
Number of retired or separated participants receiving benefits 2009-01-01 48
Number of other retired or separated participants entitled to future benefits 2009-01-01 23
Total of all active and inactive participants 2009-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 11
Total participants 2009-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 0

Measure	Date	Value
2012: CEMENT MASONS LOCAL NO. 43 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of employers contributing to the scheme	2012-01-01	10
2011: CEMENT MASONS LOCAL NO. 43 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	48
Number of other retired or separated participants entitled to future benefits	2011-01-01	27
Total of all active and inactive participants	2011-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	10
Total participants	2011-01-01	95
Number of employers contributing to the scheme	2011-01-01	10
2009: CEMENT MASONS LOCAL NO. 43 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
Number of retired or separated participants receiving benefits	2009-01-01	48
Number of other retired or separated participants entitled to future benefits	2009-01-01	23
Total of all active and inactive participants	2009-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	11
Total participants	2009-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	0

Financial Data on CEMENT MASONS LOCAL NO. 43 PENSION PLAN

Measure	Date	Value
2012 : CEMENT MASONS LOCAL NO. 43 PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-09-30	$-838,892
Total unrealized appreciation/depreciation of assets	2012-09-30	$-838,892
Total transfer of assets from this plan	2012-09-30	$5,230,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$6,456
Total income from all sources (including contributions)	2012-09-30	$483,993
Total loss/gain on sale of assets	2012-09-30	$1,218,412
Total of all expenses incurred	2012-09-30	$456,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$277,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$22,671
Value of total assets at beginning of year	2012-09-30	$5,208,761
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$178,225
Total interest from all sources	2012-09-30	$35,771
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$46,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Administrative expenses professional fees incurred	2012-09-30	$78,212
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$650,000
If this is an individual account plan, was there a blackout period	2012-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-09-30	$2,003
Administrative expenses (other) incurred	2012-09-30	$21,926
Liabilities. Value of operating payables at beginning of year	2012-09-30	$6,456
Total non interest bearing cash at beginning of year	2012-09-30	$46,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$27,815
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$5,202,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Investment advisory and management fees	2012-09-30	$53,847
Income. Interest from US Government securities	2012-09-30	$4,917
Income. Interest from corporate debt instruments	2012-09-30	$30,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-09-30	$475,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-09-30	$475,537
Asset value of US Government securities at beginning of year	2012-09-30	$140,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	No
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$22,671
Employer contributions (assets) at beginning of year	2012-09-30	$3,692
Income. Dividends from common stock	2012-09-30	$46,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$277,953
Asset. Corporate debt instrument debt (other) at beginning of year	2012-09-30	$704,323
Contract administrator fees	2012-09-30	$24,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-09-30	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-09-30	$3,836,498
Did the plan have assets held for investment	2012-09-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Aggregate proceeds on sale of assets	2012-09-30	$7,017,545
Aggregate carrying amount (costs) on sale of assets	2012-09-30	$5,799,133
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	No
Opinion of an independent qualified public accountant for this plan	2012-09-30	Unqualified
Accountancy firm name	2012-09-30	GRANDIZIO WILKINS LITTLE & MATTHEWS
Accountancy firm EIN	2012-09-30	522334868
2011 : CEMENT MASONS LOCAL NO. 43 PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-633,617
Total unrealized appreciation/depreciation of assets	2011-12-31	$-633,617
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$6,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$22,674
Total income from all sources (including contributions)	2011-12-31	$35,514
Total loss/gain on sale of assets	2011-12-31	$541,668
Total of all expenses incurred	2011-12-31	$561,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$382,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$30,984
Value of total assets at end of year	2011-12-31	$5,208,761
Value of total assets at beginning of year	2011-12-31	$5,751,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$179,354
Total interest from all sources	2011-12-31	$30,880
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$65,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$82,870
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$650,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$2,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$2,424
Other income not declared elsewhere	2011-12-31	$108
Administrative expenses (other) incurred	2011-12-31	$19,588
Liabilities. Value of operating payables at end of year	2011-12-31	$6,456
Liabilities. Value of operating payables at beginning of year	2011-12-31	$22,674
Total non interest bearing cash at end of year	2011-12-31	$46,281
Total non interest bearing cash at beginning of year	2011-12-31	$35,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-526,450
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,202,305
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,728,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$51,769
Income. Interest from US Government securities	2011-12-31	$4,213
Income. Interest from corporate debt instruments	2011-12-31	$26,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$475,537
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$810,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$810,897
Asset value of US Government securities at end of year	2011-12-31	$140,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$30,984
Employer contributions (assets) at end of year	2011-12-31	$3,692
Employer contributions (assets) at beginning of year	2011-12-31	$2,716
Income. Dividends from common stock	2011-12-31	$65,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$382,610
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$704,323
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$344,896
Contract administrator fees	2011-12-31	$25,127
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$3,836,498
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$4,554,549
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$2,641,109
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$2,099,441
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	GRANDIZIO, WILKINS, LITTLE & MATTHE
Accountancy firm EIN	2011-12-31	522334868
2010 : CEMENT MASONS LOCAL NO. 43 PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$654,574
Total unrealized appreciation/depreciation of assets	2010-12-31	$654,574
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$22,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$19,678
Total income from all sources (including contributions)	2010-12-31	$1,062,309
Total loss/gain on sale of assets	2010-12-31	$265,867
Total of all expenses incurred	2010-12-31	$565,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$385,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$47,467
Value of total assets at end of year	2010-12-31	$5,751,429
Value of total assets at beginning of year	2010-12-31	$5,251,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$179,415
Total interest from all sources	2010-12-31	$23,513
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$69,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$85,587
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$650,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$2,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$11,496
Other income not declared elsewhere	2010-12-31	$1,455
Administrative expenses (other) incurred	2010-12-31	$8,372
Liabilities. Value of operating payables at end of year	2010-12-31	$22,674
Liabilities. Value of operating payables at beginning of year	2010-12-31	$19,678
Total non interest bearing cash at end of year	2010-12-31	$35,947
Total non interest bearing cash at beginning of year	2010-12-31	$30,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$497,063
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,728,755
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,231,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$60,829
Income. Interest from US Government securities	2010-12-31	$817
Income. Interest from corporate debt instruments	2010-12-31	$22,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$810,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$707,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$707,237
Asset value of US Government securities at beginning of year	2010-12-31	$22,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$47,467
Employer contributions (assets) at end of year	2010-12-31	$2,716
Employer contributions (assets) at beginning of year	2010-12-31	$11,168
Income. Dividends from common stock	2010-12-31	$69,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$385,831
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$344,896
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$381,287
Contract administrator fees	2010-12-31	$24,627
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$4,554,549
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$4,087,591
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$2,975,115
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$2,709,248
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	GRANDIZIO WILKINS LITTLE & MATTHEWS
Accountancy firm EIN	2010-12-31	522334868
2009 : CEMENT MASONS LOCAL NO. 43 PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CEMENT MASONS LOCAL NO. 43 PENSION PLAN

2012: CEMENT MASONS LOCAL NO. 43 PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CEMENT MASONS LOCAL NO. 43 PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CEMENT MASONS LOCAL NO. 43 PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TRUSTEES OF CEMENT MASONS LOCAL NO. 43 PENSION PLAN
Employer identification number (EIN):	526111323
NAIC Classification:	238100