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Original filing (PDF)20250731072714NAL0006717648005
BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO
Form 5500
FILING_RECEIVED
CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CONTRIBUTION FUND
Defined-contribution retirement plan
Signals · 3
Late filing · 1.5 moNo recordkeeper disclosed7 service providers
Active participants
783
Accounts w/ balance
1,486
Plan assets (EOY)
$63.5M
Net assets (EOY)
$63.5M
How this plan invests
This plan
1 collective trust
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)
82
/ 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
94
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.5 months past the 10.5-month grace window.
- 41 bps in Schedule C fees — 153% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
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 BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO.
Plan sponsor
Name
BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO
EIN
43-6098247
Address
PO BOX 909500 · KANSAS CITY, MO · 641909500
Phone
(877) 518-0518
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EKON BENEFITS | 43-1317863 | — | NONE | $107K | — |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS | 43-1174269 | — | NONE | $43K | — |
| COMPUSYS OF UTAH, INC | 84-0869853 | — | NONE | $36K | — |
| WILSON-MCSHANE | — | KANSAS CITY, MO | NONE | $28K | — |
| ANDERS CPAS | — | ST. LOUIS, MO | NONE | $23K | — |
| CONSTRUCTION BENEFITS AUDIT CORPORA | 43-1244218 | — | NONE | $16K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $6K | — |
Investments
1 pooled fund· $1.4M(2% 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 |
|---|---|---|---|
| WILMINGTON TRUST CIT III FOR METLIF WILMINGTON TRUST, N.A. · EIN 26-0142858 / PN 094 | Common Collective Trust | $1.4M | 2.3% |