Original filing (PDF)20260217131117NAL0007318115001

BOARD OF TRUSTEES CEMENT MASONS LOCAL 526 PENSION FUND

Name: BOARD OF TRUSTEES CEMENT MASONS LOCAL 526 PENSION FUND — CEMENT MASONS LOCAL 526 PENSION PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES CEMENT MASONS LOCAL 526 PENSION FUND

Form 5500

FILING_RECEIVED

CEMENT MASONS LOCAL 526 PENSION PLAN

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

500

Accounts w/ balance

—

Plan assets (EOY)

$75.3M

Net assets (EOY)

$75.3M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES CEMENT MASONS LOCAL 526 PENSION FUND.

Plan sponsor

Name

BOARD OF TRUSTEES CEMENT MASONS LOCAL 526 PENSION FUND

EIN

25-6103481

Address

1900 ANDREW STREET · MUNHALL, PA · 151202554

Phone

(412) 761-6166

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-02-17

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

DICLAUDIO & KRAMER, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLINGTON TRUST COMPANY	04-2755549	—	NONE	$87K	—
GALLAGHER FIDUCIARY ADVISORS, LLC	—	PITTSBURGH, PA	NONE	$58K	—
ACRISURE MID-ATLANTIC PARTNERS INS	92-3652116	—	NONE	$37K	—
DICLAUDIO & KRAMER, LLC	27-0889793	—	NONE	$35K	—
STEPHEN J. O'BRIEN & ASSOCIATES,LLC	81-5178933	—	NONE	$20K	—
PNC BANK

Investments

2 pooled funds· $14.4M(19% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
WELLINGTON GLOBAL OPPORTUNITIES WELLINGTON TRUST COMPANY, NA · EIN 20-5832863 / PN 001	Common Collective Trust	$11.4M	15.1%
ERECT CO-PARTICIPATION FUND AMERISERV TRUST AND FINANCIAL SERVICES CO · EIN 25-1689052 / PN 004	Common Collective Trust	$3.0M	4.0%

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