2023 Form 5500 filing — Carpenters & Joiners Welfare 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 20241011115123NAL0022697361001) for Carpenters & Joiners Welfare Fund, reported by Board Of Trustees Of Carpenters & Joiners Welfare Fund under EIN 41-6024791 and plan number 501. It reports 15,119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011115123NAL0022697361001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Carpenters & Joiners Welfare Fund
- EIN
- 41-6024791
- Plan number
- 501
- Location
- Bloomington, MN
- Participants
- 15,119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $341,734,795
- Total liabilities (EOY)
- $38,936,125
- Net assets (EOY)
- $302,798,670
- Employer contributions
- $228,614,433
- Participant contributions
- $23,352,239
- Total income / additions
- $269,201,451
- Benefits paid
- $225,900,702
- Administrative expenses
- $10,179,637
- Total expenses
- $236,080,339
- Net increase / (decrease)
- $33,121,112
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $4,572,955 | not reported in the loaded dataset |
| Umr | NONE | $3,183,557 | $104,015 |
| T.E.A.M, LLC Administrators | NONE | $979,816 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $512,314 | not reported in the loaded dataset |
| Stratacor | NONE | $418,157 | not reported in the loaded dataset |
| The Segal Company (Midwest) Inc. | NONE | $264,141 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $229,145 | not reported in the loaded dataset |
| Kutak Rock Llp | NONE | $45,046 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $39,974 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $30,492 | not reported in the loaded dataset |
| Union Bank And Trust | NONE | $29,711 | $0 |
| Raff Printing Inc | NONE | $21,234 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $15,031 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $13,920 | $0 |
| The Marek Group | NONE | $13,601 | not reported in the loaded dataset |
| Case Management Specialist Inc | NONE | $9,922 | not reported in the loaded dataset |
| Consolidated Printing Company | NONE | $6,063 | not reported in the loaded dataset |
| Frsecure LLC | NONE | $5,400 | not reported in the loaded dataset |