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Employer · plans filed under one EIN

Board of Trustees Operative Plasterers and Cement Masons Local 204 Pen

Madison, WI · Construction

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$66.0Mnet assets across plans
778participant records440 active
$4.5Memployer contributions, latest plan years$10,228 per active record
$337KSchedule C compensation to organisations$433.01 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Board of Trustees Operative Plasterers and Cement Masons Local 204 Pen's employer identification number (Madison, Wisconsin). Their latest filings total 778 participant records and $66.0M in net assets.

The largest is Operative Plasterers and Cement Masons Local 204 Pension FD, a defined benefit pension plan with 621 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $4.5M and participant contributions $94K in the latest plan years; benefits paid were $3.4M. Schedule C compensation reported to service provider organisations totalled $337K.

Combined net assets moved from $22.0M in 2009 to $66.0M in 2024 (up 201%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Operative Plasterers and Cement Masons Local 204 Pension FDdefined benefit pension plan2024621$63.7M$102,633$15,465$302K
Operative Plasterers & Cement Masons Loc 599 RT PLmoney purchase plan2024157$2.3M$14,655—$35K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $22.0M2010: $24.6M2011: $24.7M2012: $27.3M2013: $30.4M2014: $32.7M2015: $32.2M2016: $36.4M2017: $40.0M2018: $43.7M2019: $43.3M2020: $56.1M2021: $53.4M2022: $54.3M2023: $59.8M2024: $66.0M$22.0M$66.0M20092012201620202024
Combined net assets
2009: 8372010: 7572011: 7462012: 7632013: 7802014: 7912015: 7642016: 7712017: 7632018: 4092019: 4332020: 7452021: 6882022: 7672023: 7912024: 77883777820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242778$66.0M$4.5M$94K
20232791$59.8M$4.3M$59K
20222767$54.3M$3.9M$61K
20212688$53.4M$3.4M$64K
20202745$56.1M$3.4M$51K
20192433$43.3M$3.4M$52K
20182409$43.7M$3.4M$60K
20172763$40.0M$2.9M$64K
20162771$36.4M$3.0M$92K
20152764$32.2M$2.5M$117K
20142791$32.7M$2.3M$100K
20132780$30.4M$2.0M$72K
20122763$27.3M$1.8M$82K
20112746$24.7M$1.4M$66K
20102757$24.6M$1.3M$76K
20092837$22.0M$1.3M$99K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
US Bank N.A.Investment management; Other services1$156,152
Bpa of Wi a Benesys CompanyContract Administrator; Accounting (including auditing); Consulting (pension); Plan Administrator2$108,061
United Actuarial ServicesActuarial1$28,050
Sikich LLPAccounting (including auditing)1$18,290
Sikich CPA LLCAccounting (including auditing)1$16,150
Empower Annuity Insurance Company—1$10,176

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

US Bank N.A.$156K
Bpa of Wi a Benesys Company$108K
United Actuarial Services$28K
Sikich LLP$18K
Sikich CPA LLC$16K
Empower Annuity Insurance Company$10K

Questions and answers

How many retirement plans does Board of Trustees Operative Plasterers and Cement Masons Local 204 Pen have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Operative Plasterers and Cement Masons Local 204 Pension FD and Operative Plasterers & Cement Masons Loc 599 RT PL. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Board of Trustees Operative Plasterers and Cement Masons Local 204 Pen contribute to its plans?

$4,500,284 in employer contributions across these plans in their latest plan years, about $10,228 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name US Bank N.A., Bpa of Wi a Benesys Company, United Actuarial Services and Sikich LLP and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.