2023 Form 5500 filing — Indiana Carpenters Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240116173145NAL0001397072001) for Indiana Carpenters Pension Fund, reported by Indiana Carpenters Pension Fund under EIN 35-6057648 and plan number 001. It reports 7,583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240116173145NAL0001397072001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Indiana Carpenters Pension Fund
- EIN
- 35-6057648
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 7,583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $10,922,183
- Total income / additions
- $32,537,233
- Benefits paid
- $13,517,675
- Administrative expenses
- $626,312
- Total expenses
- $14,143,987
- Net increase / (decrease)
- $18,393,246
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Victory Capital Management | NONE | $282,429 | not reported in the loaded dataset |
| Prime Property Fund, LLC | NONE | $84,048 | not reported in the loaded dataset |
| Galliard Capital Management. Inc. | NONE | $68,079 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $67,712 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $62,436 | not reported in the loaded dataset |
| Reinhart Attorneys At Law | NONE | $59,215 | not reported in the loaded dataset |
| Parametric Defensive Fund | NONE | $31,498 | not reported in the loaded dataset |
| Nottinghill Investor Advisors, Ltd | NONE | $30,642 | not reported in the loaded dataset |
| L.M. Henderson & Company, Llp | NONE | $26,546 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $26,500 | not reported in the loaded dataset |
| Pacific Asset Management | NONE | $19,747 | not reported in the loaded dataset |
| American Graphics Printing Co. | NONE | $19,228 | not reported in the loaded dataset |
| Pnc Institutional Investments | NONE | $14,861 | not reported in the loaded dataset |
| Johnson & Krol | NONE | $7,852 | not reported in the loaded dataset |