2023 Form 5500 filing — Central Iowa Carpenters Pension 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 20240819104507NAL0001409153004) for Central Iowa Carpenters Pension Plan, reported by Board Of Trustees Central Iowa Carpenters Pension Plan under EIN 36-6066902 and plan number 002. It reports 2,373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819104507NAL0001409153004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Central Iowa Carpenters Pension Plan
- EIN
- 36-6066902
- Plan number
- 002
- Location
- Bloomington, MN
- Participants
- 2,373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $187,771,414
- Total liabilities (EOY)
- $148,596
- Net assets (EOY)
- $187,622,818
- Employer contributions
- $6,453,218
- Total income / additions
- $25,829,282
- Benefits paid
- $10,964,918
- Administrative expenses
- $726,727
- Total expenses
- $11,691,645
- Net increase / (decrease)
- $14,137,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | not reported in the loaded dataset | $132,360 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $99,498 | $4,855 |
| Boston Trust & Investment Mgmt Co | not reported in the loaded dataset | $103,420 | $0 |
| Alliance Bernstein L.P. | not reported in the loaded dataset | $68,729 | not reported in the loaded dataset |
| Arnold, Newbold, Sollars & Hollins | not reported in the loaded dataset | $67,437 | not reported in the loaded dataset |
| Segal Marco Advisors | not reported in the loaded dataset | $65,000 | not reported in the loaded dataset |
| Comerica | not reported in the loaded dataset | $37,687 | $0 |
| Deboer & Associates, P.C. | not reported in the loaded dataset | $17,000 | not reported in the loaded dataset |
| Community State Bank | not reported in the loaded dataset | $6,820 | not reported in the loaded dataset |