Carpenters Health Fund Of West Virginia — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carpenters Health Fund Of West Virginia (EIN 55-0621800) is a plan sponsor located in Ona, WV with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
55-0621800
Location
Ona, WV
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$30,042,824
Total reported liabilities (EOY)
$5,015,741
Total reported net assets (EOY)
$25,027,083

Contributions & income

Employer contributions
$17,027,209
Participant contributions
$2,382,315
Total income / additions
$24,389,333

Expenses & distributions

Benefits paid / distributions
$21,833,786
Total expenses
$22,767,256
Net increase / (decrease)
$1,622,077

Coverage

Total reported participants
1,569
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Carpenters Health Fund Of West Virginia plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Carpenters Health Fund Of West Virginia5011,569$30,042,8242023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Carpenters Health Fund Of West Virginia
YearPlanParticipantsSchedulesFiling
2023Carpenters Health Fund Of West Virginia1,569H, C20250715134736NAL0002167889001

Related Form 5500 pages