2023 Form 5500 filing — Eastern Atlantic States Carpenters Pension 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 20241011110134NAL0021719889001) for Eastern Atlantic States Carpenters Pension Fund, reported by Board Of Trustees Eastern Atlantic States Carpenters Pension Fund under EIN 23-1613018 and plan number 001. It reports 35,004 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110134NAL0021719889001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Eastern Atlantic States Carpenters Pension Fund
- EIN
- 23-1613018
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 35,004
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,733,825,357
- Total liabilities (EOY)
- $439,002,261
- Net assets (EOY)
- $4,294,823,096
- Employer contributions
- $218,423,863
- Total income / additions
- $540,123,875
- Benefits paid
- $342,273,956
- Administrative expenses
- $17,109,761
- Total expenses
- $359,383,717
- Net increase / (decrease)
- $180,740,158
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sierra Investment Partners Inc | NONE | $1,035,116 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $946,024 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $858,737 | $0 |
| Loomis Sayles & Company Lp | NONE | $765,456 | $42,529 |
| The Revolt Group LLC | NONE | $641,425 | not reported in the loaded dataset |
| Great Lakes Advisors LLC | NONE | $587,686 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $560,000 | $0 |
| Lord Abbett & Co LLC | NONE | $516,248 | not reported in the loaded dataset |
| Lowenstein Sandler Llp | NONE | $466,359 | not reported in the loaded dataset |
| Kroll Heineman Ptasiewicz & Parson | NONE | $423,951 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $391,036 | not reported in the loaded dataset |
| Eastern Atlantic State Reg Council | NONE | $326,666 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | AUDITOR | $323,987 | not reported in the loaded dataset |
| Stoneridge Investment Partners LLC | NONE | $304,255 | not reported in the loaded dataset |
| Chartwell Investment Partners LLC | NONE | $291,143 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $285,643 | not reported in the loaded dataset |
| Foundry Partners LLC | NONE | $276,162 | $0 |
| Segall Bryant & Hamill LLC | NONE | $270,833 | not reported in the loaded dataset |
| Segal Select Insurance Service Inc | NONE | $0 | $228,413 |
| Royal Printing Service | NONE | $170,774 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $161,899 | $0 |
| Susanin Widman & Brennan Pc | NONE | $159,392 | not reported in the loaded dataset |
| National Investment Svcs Of Amer | NONE | $142,672 | not reported in the loaded dataset |
| Piotr Tonia | NONE | $105,891 | not reported in the loaded dataset |
| Dorothea Kouba | NONE | $97,604 | not reported in the loaded dataset |
| Joseph Obuchowicz | NONE | $94,431 | not reported in the loaded dataset |
| Ian Ruegg | NONE | $81,755 | not reported in the loaded dataset |
| Rachel Corradi | NONE | $79,986 | not reported in the loaded dataset |
| Eric Scheckler | NONE | $65,337 | not reported in the loaded dataset |
| Trident Abstract Title Agency, LLC | NONE | $63,291 | not reported in the loaded dataset |
| Heather Hatch | NONE | $63,085 | not reported in the loaded dataset |
| Ryan Sica | NONE | $61,965 | not reported in the loaded dataset |
| Merrilyn Guardino | NONE | $57,823 | not reported in the loaded dataset |
| Yvette Sistrunk | NONE | $56,583 | not reported in the loaded dataset |
| David Letushko | NONE | $54,931 | not reported in the loaded dataset |
| Stephanie Abass Shereef | NONE | $52,123 | not reported in the loaded dataset |
| Debbie Kwiatek | NONE | $52,047 | not reported in the loaded dataset |
| Richard Kennedy | NONE | $49,547 | not reported in the loaded dataset |
| Jaret Grann | NONE | $48,044 | not reported in the loaded dataset |
| Andrew Patino | NONE | $45,462 | not reported in the loaded dataset |
| Mary Gordon | NONE | $45,147 | not reported in the loaded dataset |
| Quill Corporation | NONE | $40,401 | not reported in the loaded dataset |
| Jay Buhay | NONE | $39,796 | not reported in the loaded dataset |
| Printerlogic Inc. Dba Vasion | NONE | $37,400 | not reported in the loaded dataset |
| Jj Pierson Esq | NONE | $36,000 | not reported in the loaded dataset |
| Robert A Pauro | NONE | $35,548 | not reported in the loaded dataset |
| Arman Razvi | NONE | $33,546 | not reported in the loaded dataset |
| Antonio Bookin | NONE | $30,752 | not reported in the loaded dataset |
| Jonathan Andrew Linden | NONE | $30,551 | not reported in the loaded dataset |
| Evelyn Soto | NONE | $29,971 | not reported in the loaded dataset |
| Jacob Madrid | NONE | $28,279 | not reported in the loaded dataset |
| Seamus R Breen | NONE | $27,554 | not reported in the loaded dataset |
| Vance Lund | NONE | $27,066 | not reported in the loaded dataset |
| Catherine Byrnes | NONE | $26,895 | not reported in the loaded dataset |
| Erik Larsen | NONE | $26,028 | not reported in the loaded dataset |
| Erik Sabol | NONE | $25,074 | not reported in the loaded dataset |
| Iron Mountain Inc. | NONE | $18,673 | not reported in the loaded dataset |
| Proxyvote Plus Holdings Inc | NONE | $12,000 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $8,241 | not reported in the loaded dataset |
| The Segal Company | NONE | $6,708 | not reported in the loaded dataset |
| Sitar Realty Company | NONE | $6,200 | $0 |
| Cdw Technology Services, Inc. | NONE | $6,054 | not reported in the loaded dataset |
| Wb Mason Co., Inc. | NONE | $5,391 | not reported in the loaded dataset |
| Delco Graphics, Inc. | NONE | $5,096 | not reported in the loaded dataset |