Original filing (PDF)20250821110747NAL0007832914001

BOARD OF TRUSTEES CEMENT MASONS' PENSION FUND

Name: BOARD OF TRUSTEES CEMENT MASONS' PENSION FUND — PENSION FUND OF CEMENT MASONS UNION LOCAL NO. 502, Form 5500 (2024)
Creator: BOARD OF TRUSTEES CEMENT MASONS' PENSION FUND

Form 5500

FILING_RECEIVED

PENSION FUND OF CEMENT MASONS UNION LOCAL NO. 502

Defined-benefit pension plan

Signals · 2

61% in single holding25 service providers

Active participants

1,218

Accounts w/ balance

—

Plan assets (EOY)

$540.9M

Net assets (EOY)

$540.0M

How this plan invests

This plan

11 pooled trusts

Schedule D

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

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

Plan sponsor

Name

BOARD OF TRUSTEES CEMENT MASONS' PENSION FUND

EIN

51-6034597

Address

739 25TH AVENUE · BELLWOOD, IL · 60104

Phone

(708) 544-9105

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

LEGACY PROFESSIONALS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

25 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
J.P. MORGAN INVESTMENT MANAGEMENT I	13-3200244

Investments

48 direct securities · 11 pooled funds· $396.1M(73% 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

$315.1M

8 holdings

103-12 Investment Entity

$32.4M

2 holdings

Other securities

$31.7M

46 holdings

Pooled Separate Account

$16.1M

1 holding

Real Estate

$784K

2 holdings

					% of plan
NT COLLECTIVE S&P 500 INDEX FUND NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 001	Common Collective Trust	—	—	$145.0M	26.8%
LOOMIS SAYLES CORE PLUS FIXED INCOM LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010	Common Collective Trust	—	—	$55.1M	10.2%
NIS CORE FIXED INCOME QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4028492 / PN 001	Common Collective Trust	—	—	$31.3M	5.8%
NT COLLECTIVE STRUCTURED SMALL CAP NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 076	Common Collective Trust	—	—	$28.6M	5.3%
NUVEEN CORE BOND FUND NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043	Common Collective Trust	—	—	$22.6M	4.2%
ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001	103-12 Investment Entity	—	—	$19.8M	3.7%
1 INVESTMENT IN MASTER FUND	Other securities	—	—	$19.7M	3.6%
THE UNION LABOR LIFE INS. CO. SEPAR THE UNION LABOR LIFE INS. CO. · EIN 13-1423090 / PN 203	Pooled Separate Account	—	—	$16.1M	3.0%
MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001	Common Collective Trust	—	—	$14.6M	2.7%
GLOBAL ALPHA INTERNATIONAL SMALL CA GLOBAL ALPHA CAPITAL MANAGEMENT · EIN 30-0958532 / PN 001	103-12 Investment Entity	—	—	$12.6M	2.3%
NT COLLECTIVE S&P 400 INDEX FUND NORTHERN TRUST INVESTMENTS · EIN 45-6138589 / PN 049	Common Collective Trust	—	—	$9.2M	1.7%
AFL-CIO BUILDING TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001	Common Collective Trust	—	—	$8.5M	1.6%
Industrials	Other securities	—	—	$909K	0.2%
Technology	Other securities	—	—	$754K	0.1%
Financials	Other securities	—	—	$636K	0.1%
Real Estate	Real Estate	—	—	$593K	0.1%
Materials	Other securities	—	—	$561K	0.1%
Industrials	Other securities	—	—	$559K	0.1%
Consumer Discretionary	Other securities	—	—	$523K	<0.1%
Industrials	Other securities	—	—	$499K	<0.1%
Industrials	Other securities	—	—	$463K	<0.1%
Technology	Other securities	—	—	$457K	<0.1%
Financials	Other securities	—	—	$450K	<0.1%
Consumer Discretionary	Other securities	—	—	$383K	<0.1%
Consumer Discretionary	Other securities	—	—	$365K	<0.1%
Consumer Staples	Other securities	—	—	$355K	<0.1%
Consumer Discretionary	Other securities	—	—	$347K	<0.1%
Consumer Staples	Other securities	—	—	$318K	<0.1%
Consumer Discretionary	Other securities	—	—	$312K	<0.1%
Utilities	Other securities	—	—	$307K	<0.1%
Materials	Other securities	—	—	$247K	<0.1%
Health Care	Other securities	—	—	$224K	<0.1%
Industrials	Other securities	—	—	$224K	<0.1%
Utilities	Other securities	—	—	$223K	<0.1%
Real Estate	Real Estate	—	—	$191K	<0.1%
Health Care	Other securities	—	—	$185K	<0.1%
Health Care	Other securities	—	—	$184K	<0.1%
Energy	Other securities	—	—	$181K	<0.1%
Technology	Other securities	—	—	$172K	<0.1%
Energy	Other securities	—	—	$171K	<0.1%
Communications	Other securities	—	—	$164K	<0.1%
Consumer Staples	Other securities	—	—	$164K	<0.1%
Industrials	Other securities	—	—	$162K	<0.1%
Consumer Discretionary	Other securities	—	—	$134K	<0.1%
Energy	Other securities	—	—	$110K	<0.1%
Financials	Other securities	—	—	$108K	<0.1%
Industrials	Other securities	—	—	$107K	<0.1%
Health Care	Other securities	—	—	$105K	<0.1%
Consumer Staples	Other securities	—	—	$101K	<0.1%
Industrials	Other securities	—	—	$90K	<0.1%

1–50 of 59

1 / 2

Related plans

Other plans using J.P. MORGAN INVESTMENT MANAGEMENT I

NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION

SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS

$3.4B · 23,584 participants

BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA -

DIRECTORS GUILD OF AMERICA - PRODUCER PENSION PLAN SUPPLEMENTAL BENEFIT PLAN

$2.3B · 22,976 participants

ECOLAB INC.

ECOLAB PENSION PLAN

$1.7B · 17,433 participants

NORTH ATLANTIC STATES CARPENTERS ANNUITY PLAN

$1.3B · 10,262 participants

BOARD OF TRUSTEES, 701 PENSION FUND

Name	EIN	Location	Relation	Direct comp	Indirect comp
LOOMIS SAYLES & COMPANY L.P.	04-3200030	—	NONE	$158K	—
HORIZON ACTUARIAL SERVICES, LLC	26-1370698	—	NONE	$127K	—
LEGACY PROFESSIONALS LLP	32-0043599	—	NONE	$113K	—
MIDWEST INSTITUTIONAL TRUST CO	93-1799133	—	NONE	$109K	—
INTERCONTINENTAL REAL ESTATE CORP	04-2895544	—	NONE	$98K	—
JOHNSON & KROL	36-4342024	—	NONE	$93K	—
WILLIAM H. BEEMAN	51-6034597	—	EMPLOYEE	$85K	—
MARQUETTE ASSOCIATES	36-3485298	—	NONE	$84K	—
ANGELO FEOLA	51-6034597	—	EMPLOYEE	$71K	—
NANCY AGUADO	51-6034597	—	EMPLOYEE	$60K	—
NATIONAL INVESTMENT SERVICES	84-3937993	—	NONE	$56K	—
NORTHERN TRUST CORPORATION	36-2723087	—	NONE	$53K	—
CHARLES PICARDI	51-6034597	—	EMPLOYEE	$46K	—
MATTHEW STIKA	51-6034597	—	EMPLOYEE	$32K	—
BRIDGEWAY BENEFIT TECHNOLOGIES, LLC	52-1796473	—	NONE	$32K	—
COLLEEN LAKIS	51-6034597	—	EMPLOYEE	$29K	—
ARTHUR J. GALLAGHER RISK MGMNT	36-2102482	—	NONE	$17K	—
79 RATIO	83-1062141	—	NONE	$6K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN TERMINE	51-6034597	—	TRUSTEE	$15K	—
PATRICK LACASSA	51-6034597	—	TRUSTEE	$10K	—
MICHAEL ALBRECHT	51-6034597	—	TRUSTEE	$9K	—