Plan5500

Board Of Trustees, Southwest Carpenters Annuity Fund — 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, Board Of Trustees, Southwest Carpenters Annuity Fund (EIN 88-0135694) is a plan sponsor located in Los Angeles, CA 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
88-0135694
Location
Los Angeles, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Board Of Trustees, Southwest Carpenters Annuity Fund

  • 1 loaded plans hold $708.1M in reported assets.
  • The largest, Southwest Carpenters Annuity Fund, holds 100% of this company's reported plan assets.
  • Plans cover 55,201 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$706.7MSummed across loaded plans$706,706,989
Total reported assets$708.1M$708,148,164
Total reported participants55.2K55,201
Total reported liabilities$1.4M$1,441,175

Reported net position

Reported assets = net assets + liabilities (summed)$708.1M total assets
Net assets$706.7MLiabilities$1.4M
Contributions & income
Employer contributions$120.4M
Participant contributionsNot reported
Total income / additions$186.9M
Expenses & distributions
Benefits paid / distributions$20.8M
Total expenses$24.9M
Net increase / (decrease)$161.9M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Southwest Carpenters Annuity Fund
Participants per plan55,201Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Southwest Carpenters Annuity Fund$708.1M
    Plan #002 · 55,201 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees, Southwest Carpenters Annuity Fund. Open one for its full reported snapshot.

  1. 2023
    Southwest Carpenters Annuity Fund55,201 participants · 1Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Board Of Trustees, Southwest Carpenters Annuity Fund report on Form 5500?
Board Of Trustees, Southwest Carpenters Annuity Fund (EIN 88-0135694) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Board Of Trustees, Southwest Carpenters Annuity Fund?
The Employer Identification Number (EIN) reported for Board Of Trustees, Southwest Carpenters Annuity Fund is 88-0135694.
What is the latest Form 5500 filing year for Board Of Trustees, Southwest Carpenters Annuity Fund?
The latest loaded Form 5500 filing year for Board Of Trustees, Southwest Carpenters Annuity Fund is 2023.

Related Form 5500 pages