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Original filing (PDF)20250405054505NAL0021894896001
OPERATIVE PLASTERERS AND CEMENT MASONS - TRUSTEES
Form 5500
FILING_RECEIVED
OPERATIVE PLASTERERS AND CEMENT MASONS PROFIT SHARING ANNUITY PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
1,581
Accounts w/ balance
3,952
Plan assets (EOY)
$106.2M
Net assets (EOY)
$106.1M
How this plan invests
This plan
4 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)
83
/ 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
75
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 388% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (13 disclosed providers, 6 categories).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPERATIVE PLASTERERS AND CEMENT MASONS - TRUSTEES.
Plan sponsor
Name
OPERATIVE PLASTERERS AND CEMENT MASONS - TRUSTEES
EIN
34-1736454
Address
3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH · 44406
Phone
(330) 270-0453
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-05
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
YURCHYK & DAVIS CPA'S, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsCustodian
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNION LABOR LIFE INSURANCE CO. | — | SILVER SPRING, MD | INVESTMENT CUSTODIAN | $91K | — |
| AMERICAN CORE REALTY | 33-0123114 | LOS ANGELES, CA | INVESTMENT CUSTODIAN | $48K | — |
| INTERCONTINENTAL REAL ESTATE CORP. | — | BOSTON, MA | INVESTMENT CUSTODIAN | $48K | — |
| PNC BANK NA | 22-1146430 | PITTSBURGH, PA | CUSTODIAN | $28K | — |
| COMERICA | 42-1741646 | DETROIT, MI | INVESTMENT CUSTODIAN | $19K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANNING & NAPIER | — | FAIRPORT, NY | INVESTMENT MANAGER | $125K | — |
| MARINER INSTITUTIONAL, LLC | — | WINTER PARK, FL | INVESTMENT CONSULTANT | $29K | — |
| AFL-CIO HOUSING INVESTMENT TRUST | — | WASHINGTON, DC | INVESTMENT MANAGER | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS INC | — | CANFIELD, OH | THIRD PARTY ADMINISTRATOR | $51K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S INC. | 34-1638235 | — | AUDITOR | $8K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLOTTA & FARLEY CO, LPA | — | PERRYSBURG, OH | ATTORNEY | $23K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OP. PLASTERERS & CEMENT MASONS COLL | 20-3443534 | CANFIELD, OH | COLLECTION FUND | $21K | — |
| PRINT CENTER ONE, LLC | — | NEW CASTLE, PA | PRINTING SERVICES | $11K | — |
Investments
4 pooled funds· $31.3M(29% 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.
Common Collective Trust
$21.9M
2 holdings
Pooled Separate Account
$5.8M
1 holding
103-12 Investment Entity
$3.5M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| COMERICA LARGE CAP GROWTH COMERICA BANK · EIN 38-3192893 / PN 001 | Common Collective Trust | $13.3M | 12.5% |
| COMERICA SMALL CAP INDEX COMERICA BANK · EIN 38-3192888 / PN 001 | Common Collective Trust | $8.7M | 8.2% |
| ULLICO SEPERATE ACCOUNT J UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 203 | Pooled Separate Account | $5.8M | 5.5% |
| ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS, INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $3.5M | 3.3% |