2023 Form 5500 filing — N. Atlantic States Carp. Health Benefits 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 20241011094933NAL0038358768001) for N. Atlantic States Carp. Health Benefits Fund, reported by Bot North Atlantic States Carpenters Health Benefits Fund under EIN 04-6374357 and plan number 501. It reports 21,854 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011094933NAL0038358768001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot North Atlantic States Carpenters Health Benefits Fund
- EIN
- 04-6374357
- Plan number
- 501
- Location
- Wilmington, MA
- Participants
- 21,854
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $911,224,434
- Total liabilities (EOY)
- $60,362,445
- Net assets (EOY)
- $850,861,989
- Employer contributions
- $285,586,890
- Participant contributions
- $25,961,231
- Total income / additions
- $367,371,196
- Benefits paid
- $300,969,379
- Administrative expenses
- $19,412,710
- Total expenses
- $320,382,089
- Net increase / (decrease)
- $46,989,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independence Administrators | NONE | $5,188,632 | not reported in the loaded dataset |
| Express Scripts Inc | NONE | $3,737,870 | not reported in the loaded dataset |
| Nas Carpenters Pension Fund (Cca) | COMMON BOARD | $1,509,013 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $669,977 | not reported in the loaded dataset |
| Delta Dental Of Ma | NONE | $662,416 | not reported in the loaded dataset |
| Kga Inc | NONE | $304,405 | not reported in the loaded dataset |
| Level Care Health Consortium | NONE | $266,647 | not reported in the loaded dataset |
| Mellon Investments Corporation | NONE | $183,915 | $0 |
| Chartwell Investment Partners LLC | NONE | $179,401 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $140,000 | not reported in the loaded dataset |
| Krakow Souris & Landry LLC | NONE | $136,000 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $133,080 | $0 |
| Oreilly Grosso Gross & Jones Pc | NONE | $114,700 | not reported in the loaded dataset |
| Dodge & Cox Investment Managers | NONE | $98,875 | $0 |
| Benefit Resource LLC | NONE | $97,868 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $84,362 | not reported in the loaded dataset |
| Perfect Printing Solutions Inc | NONE | $61,240 | not reported in the loaded dataset |
| State Street Bank & Trust Co | NONE | $59,195 | $0 |
| Wellington Trust Company Na | NONE | $55,840 | not reported in the loaded dataset |
| Blackrock Instl Trust Company Na | NONE | $51,131 | $0 |
| Meketa Investment Group | NONE | $48,396 | not reported in the loaded dataset |
| First American Administrators | NONE | $41,334 | not reported in the loaded dataset |
| Excellus Blue Cross Blue Shield | NONE | $28,571 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $22,900 | not reported in the loaded dataset |
| The Journeyman Press | NONE | $20,378 | not reported in the loaded dataset |
| National Software Inc | NONE | $16,400 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $13,435 | not reported in the loaded dataset |
| Segal Select Insurance Svcs Inc | NONE | $0 | $10,767 |
| Withum Smith & Brown Pc | NONE | $9,011 | not reported in the loaded dataset |
| Rhumbline Advisers Lmtd Partnership | NONE | $6,732 | not reported in the loaded dataset |