2023 Form 5500 filing — Mid-Atlantic Regional Council Of Carpenters' Annuity 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 20241009144705NAL0019464001003) for Mid-Atlantic Regional Council Of Carpenters' Annuity Fund, reported by Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' Annuity under EIN 54-1999516 and plan number 001. It reports 13,291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144705NAL0019464001003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' Annuity
- EIN
- 54-1999516
- Plan number
- 001
- Location
- Oxon Hill, MD
- Participants
- 13,291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $122,066,403
- Total liabilities (EOY)
- $360,378
- Net assets (EOY)
- $121,706,025
- Employer contributions
- $8,986,684
- Total income / additions
- $14,350,293
- Benefits paid
- $13,955,851
- Administrative expenses
- $983,320
- Total expenses
- $14,939,171
- Net increase / (decrease)
- -$588,878
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith-American Administrators | NONE | $351,885 | not reported in the loaded dataset |
| Asb Capital | NONE | $123,635 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $54,969 | not reported in the loaded dataset |
| Sierra | NONE | $47,178 | not reported in the loaded dataset |
| Great Lakes Advisors | NONE | $43,878 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $41,109 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $39,789 | not reported in the loaded dataset |
| Chartwell Inv Partners | NONE | $35,557 | not reported in the loaded dataset |
| Investment Performance Service | NONE | $34,000 | not reported in the loaded dataset |
| Blackstone Infrastructure Partners | NONE | $33,970 | $0 |
| Hardman Johnston | NONE | $31,603 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $27,483 | not reported in the loaded dataset |
| Segall Investment | NONE | $22,900 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $17,174 | not reported in the loaded dataset |
| Chevy Chase Trust | NONE | $16,251 | $0 |
| Segal Select Insurance | NONE | $0 | $7,367 |