2023 Form 5500 filing — Eastern Atlantic States Carpenters Health 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 20241009145948NAL0010751619001) for Eastern Atlantic States Carpenters Health Fund, reported by Board Of Trustees Eastern Atlantic States Carpenters Health Fund under EIN 22-6032181 and plan number 501. It reports 17,241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009145948NAL0010751619001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Eastern Atlantic States Carpenters Health Fund
- EIN
- 22-6032181
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 17,241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,062,912,585
- Total liabilities (EOY)
- $110,064,886
- Net assets (EOY)
- $952,847,699
- Employer contributions
- $283,084,195
- Participant contributions
- $19,306,533
- Total income / additions
- $354,969,830
- Benefits paid
- $285,870,705
- Administrative expenses
- $7,561,134
- Total expenses
- $293,431,839
- Net increase / (decrease)
- $61,537,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amerihealth Admin, Inc | NONE | $3,939,680 | not reported in the loaded dataset |
| Express Scripts, Inc | NONE | $2,671,553 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE | $704,135 | not reported in the loaded dataset |
| Mental Health Consultants Inc. | NONE | $361,179 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Co | NONE | $269,199 | not reported in the loaded dataset |
| Level Care Health Consortium | NONE | $245,685 | not reported in the loaded dataset |
| Foundry Partners | NONE | $202,779 | not reported in the loaded dataset |
| Lord Abbett & Co. LLC | NONE | $167,024 | not reported in the loaded dataset |
| Proflex Administrators LLC | NONE | $163,758 | not reported in the loaded dataset |
| Amundi Asset Management Us, Inc | NONE | $151,990 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $130,000 | $0 |
| Susanin Widman & Brennan Pc | NONE | $122,397 | not reported in the loaded dataset |
| Michael Wagner | NONE | $114,750 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | AUDITOR | $103,750 | not reported in the loaded dataset |
| Ian Ruegg | NONE | $100,981 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $100,000 | not reported in the loaded dataset |
| Joseph Obuchowicz | NONE | $94,787 | not reported in the loaded dataset |
| Pnc Capital Advisors, LLC | NONE | $89,126 | not reported in the loaded dataset |
| Mary Fitzpatrick | NONE | $86,365 | not reported in the loaded dataset |
| Ben Kieser | NONE | $85,583 | not reported in the loaded dataset |
| Kroll Heinemen Ptasiewicz & Parsons | NONE | $84,558 | not reported in the loaded dataset |
| Piotr Tonia | NONE | $83,912 | not reported in the loaded dataset |
| Vincent Massimini | NONE | $78,948 | not reported in the loaded dataset |
| Benito Camacho Iii | NONE | $75,102 | not reported in the loaded dataset |
| Judy Isaacs | NONE | $71,994 | not reported in the loaded dataset |
| Wedge Capital Management LLC | NONE | $71,748 | $0 |
| Ryan Sica | NONE | $68,201 | not reported in the loaded dataset |
| Jennifer Morales | NONE | $64,262 | not reported in the loaded dataset |
| Notasha Squire | NONE | $58,822 | not reported in the loaded dataset |
| Nicole Camb | NONE | $57,408 | not reported in the loaded dataset |
| Debbie Kwiatek | NONE | $56,051 | not reported in the loaded dataset |
| Justin Chaney | NONE | $55,682 | not reported in the loaded dataset |
| David Letushko | NONE | $54,674 | not reported in the loaded dataset |
| Ella Oilam Yung | NONE | $53,043 | not reported in the loaded dataset |
| Jaret Grann | NONE | $50,713 | not reported in the loaded dataset |
| Vance Lund | NONE | $50,705 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $50,147 | $0 |
| Michelle Johnson | NONE | $44,699 | not reported in the loaded dataset |
| Vania Nieves | NONE | $44,392 | not reported in the loaded dataset |
| Jay Buhay | NONE | $42,857 | not reported in the loaded dataset |
| Seamus R Breen | NONE | $42,764 | not reported in the loaded dataset |
| Kadeidra D Harling | NONE | $38,980 | not reported in the loaded dataset |
| Alicia Vidra | NONE | $38,402 | not reported in the loaded dataset |
| Evelyn Soto | NONE | $37,128 | not reported in the loaded dataset |
| Arman Razvi | NONE | $36,126 | not reported in the loaded dataset |
| Antonio Bookin | NONE | $33,753 | not reported in the loaded dataset |
| Danielle Bythell | NONE | $33,678 | not reported in the loaded dataset |
| Luma Alsheikhyousef | NONE | $31,500 | not reported in the loaded dataset |
| Jacob Madrid | NONE | $30,455 | not reported in the loaded dataset |
| Caitlin Avsec | NONE | $28,978 | not reported in the loaded dataset |
| Vance Lund | NONE | $28,419 | not reported in the loaded dataset |
| Erik Larsen | NONE | $28,030 | not reported in the loaded dataset |
| Erik Sabol | NONE | $27,003 | not reported in the loaded dataset |
| Catherine Byrnes | NONE | $26,895 | not reported in the loaded dataset |
| Dianne Modica | NONE | $25,873 | not reported in the loaded dataset |
| Rachel Killmer | NONE | $25,569 | not reported in the loaded dataset |
| Wagner Law Group | NONE | $15,397 | not reported in the loaded dataset |