Beginning of Year Income Statement Total assets Total liabilities Equity (Fund balance) Income Contributions Expenses Distributions Net transfers EOY fund balance per income statement BOY fund balance Net increase / decrease Company contributions EOY fund balance Form 5500 Return Summary , and ending End of Year Total income Total deductions Balance Sheet Fund Reconciliation Participant Reconciliation Fund balance difference between balance sheet and income statement Financial Statement Participant Statement Difference - = Miscellaneous Information Number of active participants at end of year Amended return For calendar year 2015, or tax year beginning Return Due Date 04/01/2015 03/31/2016 Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund 001 Boston Plasterers' & Cement Masons Union Local 534 Pension Fund 04-6127786 22,393,838 140,193 22,253,645 21,630,063 161,604 21,468,459 -232,664 2,968,752 2,736,088 321,494 3,199,780 3,521,274 0 21,468,459 22,253,645 0 22,253,645 -3,753,938 0 -3,753,938 2,968,752 0 2,968,752 21,468,459 0 21,468,459 X 474 10/31/2016 534PE5500 01/20/2017 8:27 AM Pg 1
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Boston Plasterers' & Cement Masons (Clt) · Fund Reconciliation Participant Reconciliation ... Plasterers' & Cement Masons Union Local 534 Pension Fund, who is the plan administrator,
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Beginning of Year
Income Statement
Total assets
Total liabilities
Equity (Fund balance)
Income
Contributions
Expenses
Distributions
Net transfers
EOY fund balance per income statement
BOY fund balance
Net increase / decrease
Company contributions
EOY fund balance
Form 5500 Return Summary
, and ending
End of Year
Total income
Total deductions
Balance Sheet
Fund Reconciliation
Participant Reconciliation
Fund balance difference between balance sheet and income statement
Boston Plasterers' & Cement MasonsUnion Local 534 Pension Fund
Amended Annual Return/Report of Employee Benefit Plan
Taxable Year Ended March 31, 2016
Date Due: AS SOON AS POSSIBLE
Remittance: None is required. Your amended Form 5500 has been filed electronically and is not required to be mailed. Mailing a paper copy of the amended Form 5500 to EBSA will delay the processing of your return.
Schedule MB should be signed by the plan actuary on page 1.
534PE5500 01/20/2017 8:27 AM Pg 2
Boston Plasterers' & Cement MasonsUnion Local 534 Pension Fund
7 Frederika StreetBoston, MA 02124-5115
Summary Annual Report for theBoston Plasterers' & Cement Masons' Union Local
534 Pension Fund
This is the summary annual report for the Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund, EIN 04-6127786, Plan number 001 for the period April 1, 2015 to March 31, 2016. The annual report has been filed with the Employee Benefits Security Administration, as required under the Employee Retirement Income Security Act of 1974 (ERISA).
Benefits under the plan are provided by a trust (benefits are provided in whole from trust funds). Plan expenses were $3,521,274. These included benefit payments of $3,199,780, administrative expenses of $321,494, and $0 in other expenses. A total of 474 persons were participants in or beneficiaries of the plan at the end of the plan year, although some may not have earned the right to receive benefits.
The value of plan assets, after subtracting liabilities of the plan, was $21,468,459 as of March 31, 2016, compared to $22,253,645 as of April 1, 2015. During the year the plan experienced an increase or (decrease) in its net assets of $-785,186. This increase or (decrease) includes unrealized appreciation or depreciation in the value of plan assets; that is, the difference between the value of the plan's assets at the end of the year and the value of the assets at the beginning of the year or the cost of assets acquired during the year. The plan had total income (loss) of $2,736,088, including employer contributions of $2,968,752, employee contributions of $0, gains or (losses) of $185 from the sale of assets, and net earnings from investments of $-318,632.
An actuary's statement shows that enough money was contributed to the plan to keep it funded in accordance with the minimum funding standards of ERISA.
Your rights to additional information
You have the right to receive a copy of the full annual report, or any part thereof, on request. The items listed below are included in that report.
- An accountant's report
- Financial information and information on payments to service providers
- Assets held for investment
- Information regarding any common or collective trusts, pooled separate accounts, master trusts or 103-12 investment entities in which the plan participates
- Actuarial information regarding the funding of the plan
534PE5500 01/20/2017 8:27 AM Pg 3
To obtain a copy of the full annual report, or any part thereof, write or call the office of Boston Plasterers' & Cement Masons Union Local 534 Pension Fund, who is the plan administrator, 7 Frederika Street, Boston, MA, 02124, 617-825-4500. These portions of the report are furnished without charge.
You also have the right to receive from the plan administrator, on request and at no charge, a statement of the assets and liabilities of the plan and accompanying notes, or a statement of income and expenses of the plan and accompanying notes, or both. If you request a copy of the full annual report from the plan administrator, these two statements and accompanying notes will be included as part of that report. The charge to cover copying costs given above does not include a charge for the copying of these portions or the report because these portions are furnished without charge.
You also have the legally protected right to examine the annual report at the main office of the plan:
Boston Plasterers' & Cement MasonsUnion Local 534 Pension FundPlan Administrator7 Frederika StreetBoston, MA 02124
and at the following address:
Boston Plasterers' & Cement MasonsUnion Local 534 Pension FundPlan Sponsor7 Frederika StreetBoston, MA 02124-511504-6127786
and at the U.S. Department of Labor in Washington, D.C., or to obtain a copy from the U.S. Department of Labor upon payment of copying costs. Requests to the Department should be addressed to:
U.S. Department of LaborEmployee Benefits Security AdministrationPublic Disclosure Room200 Constitution Avenue, N.W.Room N-1513Washington, DC 20210
534PE5500 01/20/2017 8:27 AM Pg 4
2015
Annual Return/Report of Employee Benefit Plan
Part I Annual Report Identification Information
A
B
CD
Part II Basic Plan Information—enter all requested information
1a 1b
1c
2a 2b
2c
2d
This form is required to be filed for employee benefit plans under sections 104
and 4065 of the Employee Retirement Income Security Act of 1974 (ERISA) and
sections 6047(e), 6047(b), and 6058(a) of the Internal Revenue Code (the Code).
Complete all entries in accordance with
This Form is Open to Publicthe instructions to the Form 5500.
Inspection
For calendar plan year 2015 or fiscal plan year beginning and ending
Caution: A penalty for the late or incomplete filing of this return/report will be assessed unless reasonable cause is established.
Signature of plan administrator
Preparer's name (including firm name, if applicable) and address (include room or suite number)
Form 5500
This return/report is for: a multiemployer plan; a multiple-employer plan (Filers checking this box must attach a list of
a single-employer plan: a DFE (specify)
This return/report is: the first return/report; the final return/report;
an amended return/report; a short plan year return/report (less than 12 months).
Plan sponsor's name (employer, if for a single-employer plan) Employer Identification
Plan Sponsor's telephone
Business code (see
Date Enter name of individual signing as plan administrator
OMB Nos. 1210 - 01101210 - 0089
Department of the TreasuryInternal Revenue Service
Department of LaborEmployee Benefits Security
Administration
Pension Benefit Guaranty Corporation
Under penalties of perjury and other penalties set forth in the instructions, I declare that I have examined this return/report, including accompanying schedules, statements and attachments, as well as the electronic version of this return/report, and to the best of my knowledge and belief, it is true, correct, and complete.
Form 5500 (2015)
SIGN
HERE
Signature of employer/plan sponsor
Form 5558;
special extension (enter description)
automatic extension; the DFVC program;
Number (EIN)
number
instructions)
HERE
SIGN
Enter name of individual signing as employer or plan sponsorDate
Date Enter name of individual signing as DFE
SIGN
HERESignature of DFE
For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500.
Preparer's telephone number
participating employer information in accordance with the form instructions); or
Mailing address (include room, apt., suite no. and street, or P.O. Box)
City or town, state or province, country, and ZIP or foreign postal code (if foreign, see instructions)
04/01/2015 03/31/2016X
X
X
Boston Plasterers' & Cement Masons' Union Local534 Pension Fund
001
04/01/1962
Boston Plasterers' & Cement MasonsUnion Local 534 Pension Fund
7 Frederika Street
Boston MA 02124-5115
04-6127786
617-825-4500
525100
12/01/2016 JAMES MULCAHY
STEPHEN P. AFFANATO
3a 3b
3c
4 4b
a 4c
56
a(1) 6a(1)
b 6b
c 6c
d 6d
e 6e
f 6f
g6g
h6h
8a
9a 9b(1) (1)
(2) (2)
(3) (3)
(4) (4)
Form 5500 (2015) Page 2
Plan administrator's name and address Administrator's EIN
Administrator's telephone
If the name and/or EIN of the plan sponsor has changed since the last return/report filed for this plan, enter the name, EIN
EIN and the plan number from the last return/report:
Sponsor's name PN
Total number of participants at the beginning of the plan year
Number of participants as of the end of the plan year unless otherwise stated (welfare plans complete only lines 6a(1),
Total number of active participants at the beginning of the plan year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
General assets of the sponsor General assets of the sponsor
number
5
7 Enter the total number of employers obligated to contribute to the plan (only multiemployer plans complete this item)
If the plan provides pension benefits, enter the applicable pension feature codes from the List of Plan Characteristic Codes in the instructions:
b If the plan provides welfare benefits, enter the applicable welfare feature codes from the List of Plan Characteristic Codes in the instructions:
b
(Single-Employer Defined Benefit Plan Actuarial
(Financial Transaction Schedules)
(Multiemployer Defined Benefit Plan and Certain Money
(DFE/Participating Plan Information)
(Service Provider Information)
(Insurance Information)
(Financial Information - Small Plan)
(Financial Information)(Retirement Plan Information)
Check all applicable boxes in 10a and 10b to indicate which schedules are attached, and, where indicated, enter the number attached. (See instructions)
SB
G(6)
MB
(3) D(5)
C(4)
A(3)
I(2)(2)
H(1)R(1)
Pension Schedules General Schedulesa
10
Purchase Plan Actuarial Information) - signed by the plan
actuary
Information) - signed by the plan actuary
7
Same as Plan Sponsor
6a(2), 6b, 6c, and 6d).
a(2) 6a(2)Total number of active participants at the end of the plan year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Boston Plasterers' & Cement Masons 04-6127786
Boston Plasterers' & Cement MasonsUnion Local 534 Pension Fund
7 Frederika Street
Boston MA 02124
04-6127786
617-825-4500
483
182
166
158
100
424
50
474
34
1B
X X
XX
X
XX
Page 3Form 5500 (2015)
Part III Form M-1 Compliance Information (to be completed by welfare benefit plans)11a If the plan provides welfare benefits, was the plan subject to the Form M-1 filing requirements during the plan year? (See instructions and 29 CFR
Is the plan currently in compliance with the Form M-1 filing requirements? (See instructions and 29 CFR 2520.101-2.) . . . NoYes
Enter the Receipt Confirmation Code for the 2015 Form M-1 annual report. If the plan was not required to file the 2015 Form M-1 annual report,
enter the Receipt Confirmation Code for the most recent Form M-1 that was required to be filed under the Form M-1 filing requirements. (Failure
to enter a valid Receipt Confirmation Code will subject the Form 5500 filing to rejection as incomplete.)
Receipt Confirmation Code
Boston Plasterers' & Cement Masons 04-6127786
534PE5500 01/20/2017 8:27 AM Pg 7
Service Provider Information (see instructions)
You must complete this Part, in accordance with the instructions, to report the information required for each person who received, directly or indirectly,$5,000 or more in total compensation (i.e., money or anything else of monetary value) in connection with services rendered to the plan or the person's
1
(b) Enter name and EIN or address of person who provided you disclosures on eligible indirect compensation
For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500 Schedule C (Form 5500) 2015
Pension Benefit Guaranty Corporation
Employee Benefits Security AdministrationDepartment of Labor
Internal Revenue ServiceDepartment of the Treasury
Plan sponsor’s name as shown on line 2a of Form 5500
plan number (PN)Three-digitName of plan
For calendar plan year 2015 or fiscal plan year beginning
Retirement Income Security Act of 1974 (ERISA).This schedule is required to be filed under section 104 of the Employee
OMB No. 1210-0110
Employer Identification Number (EIN)
Inspection.This Form is Open to Public
File as an attachment to Form 5500.
(Form 5500)
Information on Persons Receiving Only Eligible Indirect Compensation
Part I
DC
BA
SCHEDULE C
2015
Service Provider Information
position with the plan during the plan year. If a person received only eligible indirect compensation for which the plan received the required disclosures,you are required to answer line 1 but are not required to include that person when completing the remainder of this Part.
a
b
Check "Yes" or "No" to indicate whether you are excluding a person from the remainder of this Part because they received only eligibleindirect compensation for which the plan received the required disclosures (see instructions for definitions and conditions). . . . . . .
If you answered line 1a “Yes,” enter the name and EIN or address of each person providing the required disclosures for the service providers whoreceived only eligible indirect compensation. Complete as many entries as needed (see instructions).
Yes No
(b) Enter name and EIN or address of person who provided you disclosures on eligible indirect compensation
(b) Enter name and EIN or address of person who provided you disclosures on eligible indirect compensation
(b) Enter name and EIN or address of person who provided you disclosures on eligible indirect compensation
and ending04/01/2015 03/31/2016
Boston Plasterers' & Cement Masons' Union Local
001
Boston Plasterers' & Cement Masons 04-6127786
X
SEI TRUST COMPANY 06-12712301 FREEDOM VALLEY DRIVE
OAKS PA 19456
BANK OF NEW YORK MELLON 25-607809350 FREMONT STREET, STE 3900
SAN FRANCISCO CA 94105
ALLIANZ STRUCTURED ALPHA 500 LLC 02-07810301345 AVENUE OF THE AMERICAS
NEW YORK NY 10105
PIMCO 33-0629048650 NEWPORT CENTER DRIVE
NEWPORT BEACH CA 92660
Page 2-Schedule C (Form 5500) 2015
(b) Enter name and EIN or address of person who provided you disclosures on eligible indirect compensation
(b) Enter name and EIN or address of person who provided you disclosures on eligible indirect compensation
(b) Enter name and EIN or address of person who provided you disclosures on eligible indirect compensation
(b) Enter name and EIN or address of person who provided you disclosures on eligible indirect compensation
(b) Enter name and EIN or address of person who provided you disclosures on eligible indirect compensation
(b) Enter name and EIN or address of person who provided you disclosures on eligible indirect compensation
(b) Enter name and EIN or address of person who provided you disclosures on eligible indirect compensation
(b) Enter name and EIN or address of person who provided you disclosures on eligible indirect compensation
Boston Plasterers' & Cement Masons 04-61277861
LOOMIS SALES FIXED INCOME FUNDP.O. BOX 219594
KANSAS CITY MO 64121
VANGUARD FUNDSP.O. BOX 2900
VALLEY FORGE PA 19482
ARTISAN PARTNERS LTD PARTNERSHIP 39-18071881 FREEDOM VALLEY DRIVE
OAKS PA 19456
(a) Enter name and EIN or address (see instructions)
Schedule C (Form 5500) 2015
(a) Enter name and EIN or address (see instructions)
(i.e., money or anything else of value) in connection with services rendered to the plan or their position with the plan during the plan year. (See instr.).answered “Yes” to line 1a above, complete as many entries as needed to list each person receiving, directly or indirectly, $5,000 or more in total comp.Information on Other Service Providers Receiving Direct or Indirect Compensation. Except for those persons for whom you2.
Yes No NoYes Yes No
NoYesYes NoNoYes
compensation paidDid service provider
receive indirectcompensation? (sourcesother than plan or plan
sponsor)
Did indirect compen-sation include eligibleindirect compensation,
for which the plan
disclosures?
Enter total indirectcompensation received
by service providerexcluding eligible in-
direct compensation forwhich you answered
(f). If none, enter -0-.
Did the serviceprovider give you aformula instead of
an amount orestimated amount?
(h)(b) (c) (d) (e) (f) (g)
Yes No NoYes
"Yes" to element
Yes No
Service
received the required
Code(s)Relationship to
employer, employeeorganization, or
person known to bea party-in-interest
Enter direct
(a) Enter name and EIN or address (see instructions)
Enter direct
a party-in-interestperson known to be
organization, oremployer, employee
Relationship toCode(s)
received the required
Service
"Yes" to element
(g)(f)(e)(d)(c)(b) (h)
estimated amount?an amount or
formula instead ofprovider give you a
Did the service
(f). If none, enter -0-.
which you answereddirect compensation forexcluding eligible in-by service provider
compensation receivedEnter total indirect
disclosures?
for which the planindirect compensation,sation include eligibleDid indirect compen-
sponsor)other than plan or plan
compensation? (sourcesreceive indirect
Did service providercompensation paid
compensation paidby the plan. If none,
enter -0-.
Did service providerreceive indirect
compensation? (sourcesother than plan or plan
sponsor)
Did indirect compen-sation include eligibleindirect compensation,
for which the plan
disclosures?
Enter total indirectcompensation received
by service providerexcluding eligible in-
direct compensation forwhich you answered
(f). If none, enter -0-.
Did the serviceprovider give you aformula instead of
an amount orestimated amount?
(h)(b) (c) (d) (e) (f) (g)
"Yes" to element
Service
received the required
Code(s)Relationship to
employer, employeeorganization, or
person known to bea party-in-interest
Enter direct
Page 3-
enter -0-.by the plan. If none
enter -0-.by the plan. If none
Boston Plasterers' & Cement Masons 04-61277861
JAMIE BEARS 04-61277867 FREDERIKA STREETBOSTON MA 02124
30 N/A 11787 X
MELLON CAPITAL MANAGEMENT 25-6078093201 WASHINGTON STREETBOSTON MA 02108
51 N/A 27101 X X 0 X
CAMPBELL DEVASTO & ASSOC CPAS 04-2779892175 DERBY STREET SUITE 2HINGHAM MA 02043
10 N/A 12964 X
(a) Enter name and EIN or address (see instructions)
Schedule C (Form 5500) 2015
(a) Enter name and EIN or address (see instructions)
(i.e., money or anything else of value) in connection with services rendered to the plan or their position with the plan during the plan year. (See instr.).answered “Yes” to line 1a above, complete as many entries as needed to list each person receiving, directly or indirectly, $5,000 or more in total comp.Information on Other Service Providers Receiving Direct or Indirect Compensation. Except for those persons for whom you2.
Yes No NoYes Yes No
NoYesYes NoNoYes
compensation paidDid service provider
receive indirectcompensation? (sourcesother than plan or plan
sponsor)
Did indirect compen-sation include eligibleindirect compensation,
for which the plan
disclosures?
Enter total indirectcompensation received
by service providerexcluding eligible in-
direct compensation forwhich you answered
(f). If none, enter -0-.
Did the serviceprovider give you aformula instead of
an amount orestimated amount?
(h)(b) (c) (d) (e) (f) (g)
Yes No NoYes
"Yes" to element
Yes No
Service
received the required
Code(s)Relationship to
employer, employeeorganization, or
person known to bea party-in-interest
Enter direct
(a) Enter name and EIN or address (see instructions)
Enter direct
a party-in-interestperson known to be
organization, oremployer, employee
Relationship toCode(s)
received the required
Service
"Yes" to element
(g)(f)(e)(d)(c)(b) (h)
estimated amount?an amount or
formula instead ofprovider give you a
Did the service
(f). If none, enter -0-.
which you answereddirect compensation forexcluding eligible in-by service provider
compensation receivedEnter total indirect
disclosures?
for which the planindirect compensation,sation include eligibleDid indirect compen-
sponsor)other than plan or plan
compensation? (sourcesreceive indirect
Did service providercompensation paid
compensation paidby the plan. If none,
enter -0-.
Did service providerreceive indirect
compensation? (sourcesother than plan or plan
sponsor)
Did indirect compen-sation include eligibleindirect compensation,
for which the plan
disclosures?
Enter total indirectcompensation received
by service providerexcluding eligible in-
direct compensation forwhich you answered
(f). If none, enter -0-.
Did the serviceprovider give you aformula instead of
an amount orestimated amount?
(h)(b) (c) (d) (e) (f) (g)
"Yes" to element
Service
received the required
Code(s)Relationship to
employer, employeeorganization, or
person known to bea party-in-interest
Enter direct
Page 3-
enter -0-.by the plan. If none
enter -0-.by the plan. If none
Boston Plasterers' & Cement Masons 04-61277862
THE SAVITZ ORGANIZATION INC 26-13716741845 WALNUT ST SUITE 1400PHILADELPHIA PA 19103
11 N/A 22000 X
KRAKOW & SOURIS LLC 04-3363718225 FRIEND STREETBOSTON MA 02114
29 N/A 12833 X
NEW ENGLAND PENSION CONSULTANTS 04-2927339ONE MAIN STREETCAMBRIDGE MA 02142
27 N/A 25000 X
(a) Enter name and EIN or address (see instructions)
Schedule C (Form 5500) 2015
(a) Enter name and EIN or address (see instructions)
(i.e., money or anything else of value) in connection with services rendered to the plan or their position with the plan during the plan year. (See instr.).answered “Yes” to line 1a above, complete as many entries as needed to list each person receiving, directly or indirectly, $5,000 or more in total comp.Information on Other Service Providers Receiving Direct or Indirect Compensation. Except for those persons for whom you2.
Yes No NoYes Yes No
NoYesYes NoNoYes
compensation paidDid service provider
receive indirectcompensation? (sourcesother than plan or plan
sponsor)
Did indirect compen-sation include eligibleindirect compensation,
for which the plan
disclosures?
Enter total indirectcompensation received
by service providerexcluding eligible in-
direct compensation forwhich you answered
(f). If none, enter -0-.
Did the serviceprovider give you aformula instead of
an amount orestimated amount?
(h)(b) (c) (d) (e) (f) (g)
Yes No NoYes
"Yes" to element
Yes No
Service
received the required
Code(s)Relationship to
employer, employeeorganization, or
person known to bea party-in-interest
Enter direct
(a) Enter name and EIN or address (see instructions)
Enter direct
a party-in-interestperson known to be
organization, oremployer, employee
Relationship toCode(s)
received the required
Service
"Yes" to element
(g)(f)(e)(d)(c)(b) (h)
estimated amount?an amount or
formula instead ofprovider give you a
Did the service
(f). If none, enter -0-.
which you answereddirect compensation forexcluding eligible in-by service provider
compensation receivedEnter total indirect
disclosures?
for which the planindirect compensation,sation include eligibleDid indirect compen-
sponsor)other than plan or plan
compensation? (sourcesreceive indirect
Did service providercompensation paid
compensation paidby the plan. If none,
enter -0-.
Did service providerreceive indirect
compensation? (sourcesother than plan or plan
sponsor)
Did indirect compen-sation include eligibleindirect compensation,
for which the plan
disclosures?
Enter total indirectcompensation received
by service providerexcluding eligible in-
direct compensation forwhich you answered
(f). If none, enter -0-.
Did the serviceprovider give you aformula instead of
an amount orestimated amount?
(h)(b) (c) (d) (e) (f) (g)
"Yes" to element
Service
received the required
Code(s)Relationship to
employer, employeeorganization, or
person known to bea party-in-interest
Enter direct
Page 3-
enter -0-.by the plan. If none
enter -0-.by the plan. If none
Boston Plasterers' & Cement Masons 04-61277863
ISSI 23-2182079TWO EXECUTIVE CAMPUS #400CHERRY HILL NJ 08002
99 N/A 12465 X
MARY KEOHAN 04-61277867 FREDERIKA STREETBOSTON MA 02124
14 N/A 14653 X
CHRISTOPHER BROUSAIDES 04-61277867 FREDERIKA STREETBOSTON MA 02124
30 N/A 25829 X
(a) Enter name and EIN or address (see instructions)
Schedule C (Form 5500) 2015
(a) Enter name and EIN or address (see instructions)
(i.e., money or anything else of value) in connection with services rendered to the plan or their position with the plan during the plan year. (See instr.).answered “Yes” to line 1a above, complete as many entries as needed to list each person receiving, directly or indirectly, $5,000 or more in total comp.Information on Other Service Providers Receiving Direct or Indirect Compensation. Except for those persons for whom you2.
Yes No NoYes Yes No
NoYesYes NoNoYes
compensation paidDid service provider
receive indirectcompensation? (sourcesother than plan or plan
sponsor)
Did indirect compen-sation include eligibleindirect compensation,
for which the plan
disclosures?
Enter total indirectcompensation received
by service providerexcluding eligible in-
direct compensation forwhich you answered
(f). If none, enter -0-.
Did the serviceprovider give you aformula instead of
an amount orestimated amount?
(h)(b) (c) (d) (e) (f) (g)
Yes No NoYes
"Yes" to element
Yes No
Service
received the required
Code(s)Relationship to
employer, employeeorganization, or
person known to bea party-in-interest
Enter direct
(a) Enter name and EIN or address (see instructions)
Enter direct
a party-in-interestperson known to be
organization, oremployer, employee
Relationship toCode(s)
received the required
Service
"Yes" to element
(g)(f)(e)(d)(c)(b) (h)
estimated amount?an amount or
formula instead ofprovider give you a
Did the service
(f). If none, enter -0-.
which you answereddirect compensation forexcluding eligible in-by service provider
compensation receivedEnter total indirect
disclosures?
for which the planindirect compensation,sation include eligibleDid indirect compen-
sponsor)other than plan or plan
compensation? (sourcesreceive indirect
Did service providercompensation paid
compensation paidby the plan. If none,
enter -0-.
Did service providerreceive indirect
compensation? (sourcesother than plan or plan
sponsor)
Did indirect compen-sation include eligibleindirect compensation,
for which the plan
disclosures?
Enter total indirectcompensation received
by service providerexcluding eligible in-
direct compensation forwhich you answered
(f). If none, enter -0-.
Did the serviceprovider give you aformula instead of
an amount orestimated amount?
(h)(b) (c) (d) (e) (f) (g)
"Yes" to element
Service
received the required
Code(s)Relationship to
employer, employeeorganization, or
person known to bea party-in-interest
Enter direct
Page 3-
enter -0-.by the plan. If none
enter -0-.by the plan. If none
Boston Plasterers' & Cement Masons 04-61277864
PAULA ALYWARD 04-61277867 FREDERIKA STREETBOSTON MA 02124
30 N/A 10514 X
ANCHOR CAPITAL ADVISORS, INC. 20-4669888ONE POST OFFICE SQUAREBOSTON MA 02108
687151 NONE 4694 X X 0 X
GAIL MILLS 04-61277867 FREDERIKA STREETBOSTON MA 02124
30 N/A 10996 X
Schedule C (Form 5500) 2015 Page 4-
Part I Service Provider Information (continued)3 If you reported on line 2 receipt of indirect compensation, other than eligible indirect compensation, by a service provider, and the service provider is a fid.
or provides contract administrator, consulting, custodial, invest. advisory, investment management, broker, or recordkeeping services, answer the followingquestions for (a) each source from whom the service provider received $1,000 or more in indirect compensation and (b) each source for whom the serviceprovider gave you a formula used to determine the indirect compensation instead of an amount or estimated amt. of the indirect compensation. Completeas many entries as needed to report the required information for each source.
(a) Enter service provider name as it appears on line 2 (b) Service Codes(see instructions)
(c) Enter amount of indirectcompensation
(d) Enter name and EIN (address) of source of indirect compensation (e) Describe the indirect compensation, including anyformula used to determine the service provider’s eligibility
for or the amount of the indirect compensation.
for or the amount of the indirect compensation.formula used to determine the service provider’s eligibility(e) Describe the indirect compensation, including any(d) Enter name and EIN (address) of source of indirect compensation
compensation(c) Enter amount of indirect
(see instructions)(b) Service Codes(a) Enter service provider name as it appears on line 2
(a) Enter service provider name as it appears on line 2 (b) Service Codes(see instructions)
(c) Enter amount of indirectcompensation
(d) Enter name and EIN (address) of source of indirect compensation (e) Describe the indirect compensation, including anyformula used to determine the service provider’s eligibility
for or the amount of the indirect compensation.
Boston Plasterers' & Cement Masons 04-6127786
534PE5500 01/20/2017 8:27 AM Pg 14
Service Providers Who Fail or Refuse to Provide Information
Page 5-Schedule C (Form 5500) 2015
this Schedule.Provide, to the extent possible, the following information for each service provider who failed or refused to provide the information necessary to complete4
Part II
(a) Enter name and EIN or address of service provider (seeinstructions)
(b)ServiceCode(s)
(c) Describe the information that the service provider failed or refused to provide
to provide(c) Describe the information that the service provider failed or refused
instructions)(a) Enter name and EIN or address of service provider (see
(a) Enter name and EIN or address of service provider (seeinstructions)
(c) Describe the information that the service provider failed or refused to provide
to provide(c) Describe the information that the service provider failed or refused
instructions)(a) Enter name and EIN or address of service provider (see
(a) Enter name and EIN or address of service provider (seeinstructions)
(c) Describe the information that the service provider failed or refused to provide
to provide(c) Describe the information that the service provider failed or refused
instructions)(a) Enter name and EIN or address of service provider (see
Nature of
Nature of
Code(s)Service
(b)
Nature of
Code(s)Service
(b)
(b)ServiceCode(s)
Nature of
Nature of
Code(s)Service
(b)
(b)ServiceCode(s)
Nature of
Boston Plasterers' & Cement Masons 04-6127786
534PE5500 01/20/2017 8:27 AM Pg 15
Schedule C (Form 5500) 2015 Page 6-
Part III Termination Information on Accountants and Enrolled Actuaries (see instructions)(complete as many entries as needed)
a b
d e
Name:
Position:
Address:
c
Explanation:
EIN:
Telephone:
Telephone:
EIN:
Explanation:
cAddress:
Position:
Name:
ed
ba
EIN:
Telephone:
a b
d e
Name:
Position:
Address:
c
Explanation:
Telephone:
EIN:
Explanation:
cAddress:
Position:
Name:
ed
ba
EIN:
Telephone:
a b
d e
Name:
Position:
Address:
c
Explanation:
Boston Plasterers' & Cement Masons 04-6127786
534PE5500 01/20/2017 8:27 AM Pg 16
2015
DFE/Participating Plan InformationSCHEDULE D(Form 5500)
Part I Information on interests in MTIAs, CCTs, PSAs, and 103-12 IEs (to be completed by plans and DFEs)
This Form is Open to Public File as an attachment to Form 5500.
Inspection.
A B
C D Employer Identification Number (EIN)
a
b
cd e
For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500. Schedule D (Form 5500) 2015
OMB No. 1210-0110
This schedule is required to be filed under section 104 of the Employee
Retirement Income Security Act of 1974 (ERISA).
For calendar plan year 2015 or fiscal plan year beginning and ending
Name of plan Three-digitplan number (PN)
Plan or DFE sponsor’s name as shown on line 2a of Form 5500
Name of MTIA, CCT, PSA, or 103-12 IE:
Name of sponsor of entity listed in (a):
Dollar value of interest in MTIA, CCT, PSA, orEIN-PN
103-12 IE at end of year (see instructions)
Department of the TreasuryInternal Revenue Service
Department of LaborEmployee Benefits Security Administration
Entity
(Complete as many entries as needed to report all interests in DFEs)
code
codeEntity
EIN-PN
Name of sponsor of entity listed in (a):
Name of MTIA, CCT, PSA, or 103-12 IE:
edc
b
a
a
b
cd e
Name of MTIA, CCT, PSA, or 103-12 IE:
Name of sponsor of entity listed in (a):
EIN-PNEntitycode
codeEntity
EIN-PN
Name of sponsor of entity listed in (a):
Name of MTIA, CCT, PSA, or 103-12 IE:
edc
b
a
a
b
cd e
Name of MTIA, CCT, PSA, or 103-12 IE:
Name of sponsor of entity listed in (a):
EIN-PNEntitycode
codeEntity
EIN-PN
Name of sponsor of entity listed in (a):
Name of MTIA, CCT, PSA, or 103-12 IE:
edc
b
a
a
b
cd e
Name of MTIA, CCT, PSA, or 103-12 IE:
Name of sponsor of entity listed in (a):
EIN-PNEntitycode
103-12 IE at end of year (see instructions)Dollar value of interest in MTIA, CCT, PSA, or
Dollar value of interest in MTIA, CCT, PSA, or103-12 IE at end of year (see instructions)
103-12 IE at end of year (see instructions)Dollar value of interest in MTIA, CCT, PSA, or
Dollar value of interest in MTIA, CCT, PSA, or103-12 IE at end of year (see instructions)
103-12 IE at end of year (see instructions)Dollar value of interest in MTIA, CCT, PSA, or
Dollar value of interest in MTIA, CCT, PSA, or103-12 IE at end of year (see instructions)
04/01/2015 03/31/2016
Boston Plasterers' & Cement Masons' Union Local
001
Boston Plasterers' & Cement Masons 04-6127786
EB DV DYNAMIC GROWTH FUND
THE BANK OF NEW YORK MELLON
25-6078093 166 C 3367702
ARTISAN INTERNATIONAL GROWTH TRUST
ARTISAN MULTIPLE INVESTMENT TRUST
26-3299719 002 C 972382
Schedule D (Form 5500) 2015
codeEntity
EIN-PN
Name of sponsor of entity listed in (a):
Name of MTIA, CCT, PSA, or 103-12 IE:
edc
b
a
Page 2-
a
b
cd e
Name of MTIA, CCT, PSA, or 103-12 IE:
Name of sponsor of entity listed in (a):
EIN-PNEntitycode
codeEntity
EIN-PN
Name of sponsor of entity listed in (a):
Name of MTIA, CCT, PSA, or 103-12 IE:
edc
b
a
a
b
cd e
Name of MTIA, CCT, PSA, or 103-12 IE:
Name of sponsor of entity listed in (a):
EIN-PNEntitycode
codeEntity
EIN-PN
Name of sponsor of entity listed in (a):
Name of MTIA, CCT, PSA, or 103-12 IE:
edc
b
a
a
b
cd e
Name of MTIA, CCT, PSA, or 103-12 IE:
Name of sponsor of entity listed in (a):
EIN-PNEntitycode
codeEntity
EIN-PN
Name of sponsor of entity listed in (a):
Name of MTIA, CCT, PSA, or 103-12 IE:
edc
b
a
a
b
cd e
Name of MTIA, CCT, PSA, or 103-12 IE:
Name of sponsor of entity listed in (a):
EIN-PNEntitycode
codeEntity
EIN-PN
Name of sponsor of entity listed in (a):
Name of MTIA, CCT, PSA, or 103-12 IE:
edc
b
a
a
b
cd e
Name of MTIA, CCT, PSA, or 103-12 IE:
Name of sponsor of entity listed in (a):
EIN-PNEntitycode
Dollar value of interest in MTIA, CCT, PSA, or103-12 IE at end of year (see instructions)
103-12 IE at end of year (see instructions)Dollar value of interest in MTIA, CCT, PSA, or
Dollar value of interest in MTIA, CCT, PSA, or103-12 IE at end of year (see instructions)
103-12 IE at end of year (see instructions)Dollar value of interest in MTIA, CCT, PSA, or
Dollar value of interest in MTIA, CCT, PSA, or103-12 IE at end of year (see instructions)
103-12 IE at end of year (see instructions)Dollar value of interest in MTIA, CCT, PSA, or
Dollar value of interest in MTIA, CCT, PSA, or103-12 IE at end of year (see instructions)
103-12 IE at end of year (see instructions)Dollar value of interest in MTIA, CCT, PSA, or
103-12 IE at end of year (see instructions)Dollar value of interest in MTIA, CCT, PSA, or
Dollar value of interest in MTIA, CCT, PSA, or103-12 IE at end of year (see instructions)
Boston Plasterers' & Cement Masons 04-6127786
Part II Information on Participating Plans (to be completed by DFEs)
a
b c
Plan name
Name of EIN-PN
Page 3-
(Complete as many entries as needed to report all participating plans)
plan sponsor
plan sponsorEIN-PNName of
Plan name
cb
a
a
b c
Plan name
Name of EIN-PNplan sponsor
plan sponsorEIN-PNName of
Plan name
cb
a
plan sponsorEIN-PNName of
Plan name
cb
a
plan sponsorEIN-PNName of
Plan name
cb
a
plan sponsorEIN-PNName of
Plan name
cb
a
plan sponsorEIN-PNName of
Plan name
cb
a
plan sponsorEIN-PNName of
Plan name
cb
a
plan sponsorEIN-PNName of
Plan name
cb
a
plan sponsorEIN-PNName of
Plan name
cb
a
plan sponsorEIN-PNName of
Plan name
cb
a
Schedule D (Form 5500) 2015
Boston Plasterers' & Cement Masons 04-6127786
Financial Information
Value of funds held in insurance company general account (unallocated
For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500 Schedule H (Form 5500) 2015
This schedule is required to be filed under section 104 of the EmployeeRetirement Income Security Act of 1974 (ERISA), and section 6058(a) of the
Internal Revenue Code (the Code).
and ending
Plan sponsor's name as shown on line 2a of Form 5500
Current value of plan assets and liabilities at the beginning and end of the plan year. Combine the value of plan assets held in more than one trust. Report the value of the plan's interest in a commingled fund containing the assets of more than one plan on a line-by-line basis unless the value is reportable on lines 1c(9) through 1c(14). Do not enter the value of that portion of an insurance contract which guarantees, during this plan year, to pay a specific dollar benefit at a future date. Round off amounts to the nearest dollar. MTIAs, CCTs, PSAs, and 103-12 IEs do not complete lines 1b(1), 1b(2), 1c(8), 1g, 1h,and 1i. CCTs, PSAs, and 103-12 IEs also do not complete lines 1d and 1e. See instructions.
Plan income, expenses, and changes in net assets for the year. Include all income and expenses of the plan, including any trust(s) or separately maintained fund(s) and any payments/receipts to/from insurance carriers. Round off amounts to the nearest dollar. MTIAs, CCTs, PSAs, and 103-12 IEs do not complete lines 2a, 2b(1)(E), 2e, 2f, and 2g.
Received or receivable in cash from: (A) Employers . . . . . . . . . . . . . . . . . .
Complete lines 3a through 3c if the opinion of an independent qualified public accountant is attached to this Form 5500. Complete line 3d if an opinion is not
attached.
Unqualified Qualified Disclaimer AdverseDid the accountant perform a limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)? Yes NoEnter the name and EIN of the accountant (or accounting firm) below:
The opinion of an independent qualified public accountant is not attached because:
This form is filed for a CCT, PSA, or MTIA. It will be attached to the next Form 5500 pursuant to 29 CFR 2520.104-50.
Were all the plan assets either distributed to participants or beneficiaries, transferred to
another plan, or brought under the control of the PBGC? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year?
If "Yes," enter the amount of any plan assets that reverted to the employer this year . . . . .
If, during this plan year, any assets or liabilities were transferred from this plan to another plan(s), identify the plan(s) to which assets or liabilities were
transferred. (See instructions.)
Page 4-
lm
none of the exceptions to providing the notice applied under 29 CFR 2520.101-3. . . . . . . . . . . . . . . .
If 4m was answered “Yes,” check the “Yes” box if you either provided the required notice or
6c Name of trustee or custodian Trustee's or custodian's telephone number6d
Boston Plasterers' & Cement Masons 04-6127786
X
XX 500000
X
X 7235032
X
X
X
XX
X
X
SIGNHERE
Pension Benefit Guaranty Corporation
Employee Benefits Security AdministrationDepartment of Labor
Internal Revenue Service
OMB No. 1210-0110
(1)
Enter the valuation date:
Plan sponsor's name as shown on line 2a of Form 5500 or 5500-SF
plan number (PN)Three-digitName of plan
and endingFor calendar plan year 2015 or fiscal plan year beginning
Internal Revenue Code (the Code).Retirement Income Security Act of 1974 (ERISA) and section 6059 of theThis schedule is required to be filed under section 104 of the Employee
For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500 or Form 5500-SF.
1a
Employer Identification Number (EIN)DC
BA
File as an attachment to Form 5500 or 5500-SF.
InspectionThis Form is Open to Public
(Form 5500)SCHEDULE MB Multiemployer Defined Benefit Plan and Certain
2015Money Purchase Plan Actuarial Information
Round off amounts to nearest dollar.
Caution: A penalty of $1,000 will be assessed for late filing of this report unless reasonable cause is established.
E Type of plan: Multiemployer Defined Benefit(1) (2) Money Purchase (see instructions)
Statement by Enrolled ActuaryTo the best of my knowledge, the information supplied in this schedule and accompanying schedules, statements and attachments, if any, is complete and accurate. Each prescribed assumption was applied inaccordance with applicable law and regulations. In my opinion, each other assumption is reasonable (taking into account the experience of the plan and reasonable expectations) and such other assumptions, incombination, offer my best estimate of anticipated experience under the plan.
Signature of actuary
Type or print name of actuary
Firm name
Address of the firm
Date
Most recent enrollment number
Telephone number (including area code)
If the actuary has not fully reflected any regulation or ruling promulgated under the statute in completing this schedule, check the box and see
If line l is "Yes," and line m is "No," enter the date (MM-DD-YYYY) of the ruling letter (individual or class)nm If line l is "Yes," was the change made pursuant to Revenue Procedure 2000-40 or other automatic approval? . . . . . . . . . .
Has a change been made in funding method for this plan year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .lk If box h is checked, enter period of use of shortfall method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Certain bases for which the amortization period has been extended
If line 8d(3) is “Yes,” is the amortization base eligible for amortization using interest rates applicable under section
Yes
7 New amortization bases established in the current plan year:
(1) Type of base (2) Initial balance (3) Amortization Charge/Credit
Yes No
Miscellaneous information:8
If line c is "Yes," provide the following additional information:dWas an extension granted automatic approval under section 431(d)(1) of the Code? . . . . . . . . . . . . . . . . . .(1)
(2) If line 8d(1) is “Yes,” enter the number of years by which the amortization period was extended . . .
a If a waiver of a funding deficiency has been approved for this plan year, enter the date (MM-DD-YYYY) of the
Is the plan required to provide a Schedule of Active Participant Data? (See the instructions.) If "Yes," attach a
b(1)
c Are any of the plan’s amortization bases operating under an extension of time under section 412(e) (as in effect prior to
year and the minimum that would have been required without using the shortfall method or extending theIf box 5h is checked or line 8c is "Yes," enter the difference between the minimum required contribution for thee
NoYes
No
NoYes
Yes No
9 Funding standard account statement for this plan year:
Charges to funding standard account:
b Employer's normal cost for plan year as of valuation date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
%Estimated investment return on current value of assets for year ending on the valuation date . . . . . . . . . .hg Estimated investment return on actuarial value of assets for year ending on the valuation date . . . . . . . .
Number of participants (living or deceased) whose benefits were distributed in a single sum, during the plan
EIN(s):
payors who paid the greatest dollar amounts of benefits):Enter the EIN(s) of payor(s) who paid benefits on behalf of the plan to participants or beneficiaries during the year (if more than two, enter EINs of the two instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total value of distributions paid in property other than in cash or the forms of property specified in the
Plan sponsor's name as shown on line 2a of Form 5500
plan number
Three-digitName of plan
and endingFor calendar plan year 2015 or fiscal plan year beginning
6058(a) of the Internal Revenue Code (the Code).Employee Retirement Income Security Act of 1974 (ERISA) and sectionThis schedule is required to be filed under section 104 and 4065 of the
Schedule R (Form 5500) 2015For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form 5500.
9
8
If you completed line 6c, skip lines 8 and 9.
6c
c6bb
6a6
If you completed line 5, complete lines 3, 9, and 10 of Schedule MB and do not complete the remainder of this schedule.
5If the plan is a defined benefit plan, go to line 8.
4
33
Profit-sharing plans, ESOPs, and stock bonus plans, skip line 3.
2
11All references to distributions relate only to payments of benefits during the plan year.
Employer Identification Number (EIN)DC
BA
File as an attachment to Form 5500. Inspection.This Form is Open to Public
Amendments
Funding Information (If the plan is not subject to the minimum funding requirements of section of 412 of the Internal Revenue Code or
DistributionsPart I
Retirement Plan Information
2015
(PN)
a
7 Will the minimum funding amount reported on line 6c be met by the funding deadline? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No N/A
NoYes12 Does the ESOP hold any stock that is not readily tradable on an established securities market? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Boston Plasterers' & Cement Masons' Union Local001
Boston Plasterers' & Cement Masons 04-6127786
0
X
X
X
Page 2-Schedule R (Form 5500) 2015
Additional Information for Multiemployer Defined Benefit Pension PlansPart V13 Enter the following information for each employer that contributed more than 5% of total contributions to the plan during the plan year (measured in
dollars). See instructions. Complete as many entries as needed to report all applicable employers.
a Name of contributing employer
EINb c Dollar amount contributed by employer
d Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check box
Contribution rate information (If more than one rate applies, check this boxeand see instructions regarding required attachment. Otherwise, enter the applicable date.)Month Day Year
and see instructions regarding required attachment. Otherwise,
complete lines 13e(1) and 13e(2).)
(1)
(2)
Contribution rate (in dollars and cents)
Base unit measure: Hourly Weekly Unit of production Other (specify):
Base unit measure:
Contribution rate (in dollars and cents)
(2)
(1)
complete lines 13e(1) and 13e(2).)
and see instructions regarding required attachment. Otherwise,
YearDayMonthand see instructions regarding required attachment. Otherwise, enter the applicable date.)
e Contribution rate information (If more than one rate applies, check this box
Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check boxdcb EIN
Name of contributing employera
and see instructions regarding required attachment. Otherwise, enter the applicable date.)Month Day Year
c
complete lines 13e(1) and 13e(2).)
(1)
(2)
Contribution rate (in dollars and cents)
Base unit measure:
a Name of contributing employer
EINb
and see instructions regarding required attachment. Otherwise,
d Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check box
Contribution rate information (If more than one rate applies, check this boxe
Base unit measure:
Contribution rate (in dollars and cents)
(2)
(1)
complete lines 13e(1) and 13e(2).)
YearDayMonthand see instructions regarding required attachment. Otherwise, enter the applicable date.)
e Contribution rate information (If more than one rate applies, check this box
Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check boxd
and see instructions regarding required attachment. Otherwise,
cb EIN
Name of contributing employera
Base unit measure:
Contribution rate (in dollars and cents)
(2)
(1)
complete lines 13e(1) and 13e(2).)
YearDayMonthand see instructions regarding required attachment. Otherwise, enter the applicable date.)
e Contribution rate information (If more than one rate applies, check this box
Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check boxd
and see instructions regarding required attachment. Otherwise,
cb EIN
Name of contributing employera
and see instructions regarding required attachment. Otherwise, enter the applicable date.)Month Day Year
c
complete lines 13e(1) and 13e(2).)
(1)
(2)
Contribution rate (in dollars and cents)
Base unit measure:
a Name of contributing employer
EINb
and see instructions regarding required attachment. Otherwise,
d Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check box
Contribution rate information (If more than one rate applies, check this boxe
Dollar amount contributed by employer
Dollar amount contributed by employer
Dollar amount contributed by employer
Dollar amount contributed by employer
Dollar amount contributed by employer
Other (specify):Unit of productionWeeklyHourly
Other (specify):Unit of productionWeeklyHourly
Other (specify):Unit of productionWeeklyHourly
Other (specify):Unit of productionWeeklyHourly
Other (specify):Unit of productionWeeklyHourly
Boston Plasterers' & Cement Masons 04-61277861
S & F CONCRETE04-2439090 682975
06 30 2016
12.21X
G & C CONCRETE04-3041248 351536
06 30 2016
12.21X
EAST COAST FIREPROOFING04-2693948 324664
06 30 2016
12.21X
MARGUERITE CONCRETE04-3035873 257460
06 30 2016
12.21X
H CARR & SONS05-0297043 217243
06 30 2016
12.21X
JL MARSHALL05-0178105 197617
06 30 2016
12.21X
534PE5500 01/20/2017 8:27 AM Pg 29
Page 2-Schedule R (Form 5500) 2015
Additional Information for Multiemployer Defined Benefit Pension PlansPart V13 Enter the following information for each employer that contributed more than 5% of total contributions to the plan during the plan year (measured in
dollars). See instructions. Complete as many entries as needed to report all applicable employers.
a Name of contributing employer
EINb c Dollar amount contributed by employer
d Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check box
Contribution rate information (If more than one rate applies, check this boxeand see instructions regarding required attachment. Otherwise, enter the applicable date.)Month Day Year
and see instructions regarding required attachment. Otherwise,
complete lines 13e(1) and 13e(2).)
(1)
(2)
Contribution rate (in dollars and cents)
Base unit measure: Hourly Weekly Unit of production Other (specify):
Base unit measure:
Contribution rate (in dollars and cents)
(2)
(1)
complete lines 13e(1) and 13e(2).)
and see instructions regarding required attachment. Otherwise,
YearDayMonthand see instructions regarding required attachment. Otherwise, enter the applicable date.)
e Contribution rate information (If more than one rate applies, check this box
Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check boxdcb EIN
Name of contributing employera
and see instructions regarding required attachment. Otherwise, enter the applicable date.)Month Day Year
c
complete lines 13e(1) and 13e(2).)
(1)
(2)
Contribution rate (in dollars and cents)
Base unit measure:
a Name of contributing employer
EINb
and see instructions regarding required attachment. Otherwise,
d Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check box
Contribution rate information (If more than one rate applies, check this boxe
Base unit measure:
Contribution rate (in dollars and cents)
(2)
(1)
complete lines 13e(1) and 13e(2).)
YearDayMonthand see instructions regarding required attachment. Otherwise, enter the applicable date.)
e Contribution rate information (If more than one rate applies, check this box
Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check boxd
and see instructions regarding required attachment. Otherwise,
cb EIN
Name of contributing employera
Base unit measure:
Contribution rate (in dollars and cents)
(2)
(1)
complete lines 13e(1) and 13e(2).)
YearDayMonthand see instructions regarding required attachment. Otherwise, enter the applicable date.)
e Contribution rate information (If more than one rate applies, check this box
Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check boxd
and see instructions regarding required attachment. Otherwise,
cb EIN
Name of contributing employera
and see instructions regarding required attachment. Otherwise, enter the applicable date.)Month Day Year
c
complete lines 13e(1) and 13e(2).)
(1)
(2)
Contribution rate (in dollars and cents)
Base unit measure:
a Name of contributing employer
EINb
and see instructions regarding required attachment. Otherwise,
d Date collective bargaining agreement expires (If employer contributes under more than one collective bargaining agreement, check box
Contribution rate information (If more than one rate applies, check this boxe
Dollar amount contributed by employer
Dollar amount contributed by employer
Dollar amount contributed by employer
Dollar amount contributed by employer
Dollar amount contributed by employer
Other (specify):Unit of productionWeeklyHourly
Other (specify):Unit of productionWeeklyHourly
Other (specify):Unit of productionWeeklyHourly
Other (specify):Unit of productionWeeklyHourly
Other (specify):Unit of productionWeeklyHourly
Boston Plasterers' & Cement Masons 04-61277862
ANGELINI PLASTERING04-3110255 191789
06 30 2016
12.21X
CENTURY DRYWALL05-0460679 187750
06 30 2016
12.21X
534PE5500 01/20/2017 8:27 AM Pg 30
Schedule R (Form 5500) 2015 Page 3 -
14 Enter the number of participants on whose behalf no contributions were made by an employer as an employer of the
17 If assets and liabilities from another plan have been transferred to or merged with this plan during the plan year, check box and see instructions regarding supplemental information to be included as an attachment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part VI Additional Information for Single-Employer and Multiemployer Defined Benefit Pension Plans
18 If any liabilities to participants or their beneficiaries under the plan as of the end of the plan year consist (in whole or in part) of liabilities to such participants and beneficiaries under two or more pension plans as of immediately before such plan year, check box and see instructions regarding supplemental information to be included as an attachment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19 If the total number of participants is 1,000 or more, complete lines (a) through (c)
Does the plan satisfy the coverage and nondiscrimination tests of sections 410(b) and 401(a)(4) by combining
this plan with any other plans under the permissive aggregation rules? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Has the plan been timely amended for all required tax law changes? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Date the last plan amendment/restatement for the required tax law changes was adopted . Enter the applicable code (Seeinstructions for tax law changes and codes).If the plan sponsor is an adopter of a pre-approved master and prototype (M&P) or volume submitter plan that is subject to a favorable IRS opinion or
advisory letter, enter the date of that favorable letter and the letter's serial number .
If the plan is an individually-designed plan and received a favorable determination letter from the IRS, enter the date of the plan's last favorable
determination letter .
Is the Plan maintained in a U.S. territory (i.e., Puerto Rico (if no election under ERISA section 1022(i)(2) has
been made), American Samoa, Guam, the Commonwealth of the Northern Mariana Islands or the U.S. Virgin
Electronic Filing - PDF Attachment ReportForm 5500
Name
Attachment SourceTitle
2015For calendar year 2015, or tax year beginning , and ending
Proforma
Taxpayer Identification Number04/01/15 03/31/16
Boston Plasterers' & Cement MasonsUnion Local 534 Pension Fund 04-6127786
Federal Attachments: Schedule MB and SB: Active Participant Data N:\CLIENT FILES\BPCM LOCAL 534\PENSION\2016\5500 attachmNo
ent\BPCM 534 Schedule MB - Line 8b - Schedule of ActiveParticipant Data.pdf
Schedule MB and SB: Actuarial Assumptions Methods N:\CLIENT FILES\BPCM LOCAL 534\PENSION\2016\5500 attachmNoent\BPCM 534 Schedule MB - Line 6 - Statement of Actuarial Assumptions-Methods.pdf
Schedule R: Funding Improvement Plan N:\CLIENT FILES\BPCM LOCAL 534\PENSION\2016\5500 attachmNoent\Schedule R Attachment - Summary of FIP.pdf
Schedule MB: Actuarial Certification N:\CLIENT FILES\BPCM LOCAL 534\PENSION\2016\5500 attachmNoent\BPCM 534 Schedule MB - Line 4b - Actuarial Certification of Status.pdf
Schedule MB: Illustration Supporting Actuarial CertifiN:\CLIENT FILES\BPCM LOCAL 534\PENSION\2016\5500 attachmNo cation of Status ent\BPCM 534 Schedule MB - Line 4b - Illustration Suppor
ting Actuarial Certification Status.pdf
Schedule MB and SB: Summary of Plan Provisions N:\CLIENT FILES\BPCM LOCAL 534\PENSION\2016\5500 attachmNoent\BPCM 534 Schedule MB - Line 6 - Summary of Plan Provisions.pdf
Schedule MB: Justification for Change in Actuarial AssN:\CLIENT FILES\BPCM LOCAL 534\PENSION\2016\5500 attachmNo umptions ent\BPCM 534 Schedule MB - Line 11 - Justification for C
hange in Actuarial Assumptions.pdf
Schedule MB: Schedule of Funding Standard Account BaseN:\CLIENT FILES\BPCM LOCAL 534\PENSION\2016\5500 attachmNo s ent\BPCM 534 Schedule MB - Lines 9c and 9h - Schedule of
FSA Bases.pdf
Signed Schedule MB or SB Image in PDF format N:\CLIENT FILES\BPCM LOCAL 534\PENSION\2016\5500 attachmNoent\BPCM 534 Schedule MB - Signed Schedule MB.pdf
Schedule H and I: IQPA report (Accountant Opinion) N:\CLIENT FILES\BPCM LOCAL 534\PENSION\2016\Loc 534PFFS.Nopdf
534PE5500 01/20/2017 8:27 AM Pg 35
Electronic Filing - PDF Attachment ReportForm 5500
Name
Attachment SourceTitle
2015For calendar year 2015, or tax year beginning , and ending
Proforma
Taxpayer Identification Number04/01/15 03/31/16
Boston Plasterers' & Cement MasonsUnion Local 534 Pension Fund 04-6127786
Schedule H: Schedule of Assets (Held at End of Year) (automatically attached) N/A