2023 Form 5500 filing — Central Iowa Carpenters Money Purchase Plan
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 20240819104507NAL0001409153003) for Central Iowa Carpenters Money Purchase Plan, reported by Board Of Trustees Central Iowa Carpenters Money Purchase Plan under EIN 36-6066902 and plan number 003. It reports 2,203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819104507NAL0001409153003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Central Iowa Carpenters Money Purchase Plan
- EIN
- 36-6066902
- Plan number
- 003
- Location
- Bloomington, MN
- Participants
- 2,203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,918,315
- Total liabilities (EOY)
- $69,396
- Net assets (EOY)
- $124,848,919
- Employer contributions
- $6,964,388
- Total income / additions
- $16,288,933
- Benefits paid
- $7,037,631
- Administrative expenses
- $386,439
- Total expenses
- $7,424,070
- Net increase / (decrease)
- $8,864,863
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asb Allegiance Investments, LLC | not reported in the loaded dataset | $109,400 | not reported in the loaded dataset |
| Milliman | not reported in the loaded dataset | $101,047 | not reported in the loaded dataset |
| Segal Marco Advisors | not reported in the loaded dataset | $40,000 | not reported in the loaded dataset |
| Arnold, Newbold, Winter, Jackson,Pc | not reported in the loaded dataset | $31,315 | not reported in the loaded dataset |
| Comerica | not reported in the loaded dataset | $21,977 | $0 |
| Matrix Trust Company | not reported in the loaded dataset | $19,090 | not reported in the loaded dataset |
| Deboer & Associates, Pc | not reported in the loaded dataset | $15,000 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | not reported in the loaded dataset | $7,560 | not reported in the loaded dataset |
| Segal Select Insurance Services | not reported in the loaded dataset | $0 | $4,855 |