2023 Form 5500 filing — Twin City Carpenters And Joiners 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 20241011115430NAL0010885443001) for Twin City Carpenters And Joiners Pension Fund, reported by Board Of Trustees Of The Twin City Carpenters And Joiners Pension Fund under EIN 41-6043137 and plan number 001. It reports 18,196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011115430NAL0010885443001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Twin City Carpenters And Joiners Pension Fund
- EIN
- 41-6043137
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 18,196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,887,218,446
- Total liabilities (EOY)
- $1,295,014
- Net assets (EOY)
- $1,885,923,432
- Employer contributions
- $121,524,630
- Total income / additions
- $314,324,546
- Benefits paid
- $180,285,039
- Administrative expenses
- $7,834,930
- Total expenses
- $188,119,969
- Net increase / (decrease)
- $126,204,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $814,911 | not reported in the loaded dataset |
| Marathon Asset Management Limited | NONE | $699,336 | not reported in the loaded dataset |
| Wells Capital Management | NONE | $632,229 | $0 |
| William Blair | NONE | $611,198 | not reported in the loaded dataset |
| Dearborn Partners | NONE | $487,456 | not reported in the loaded dataset |
| Jennison Associates LLC | NONE | $478,944 | $0 |
| Deprince, Race, & Zollo | NONE | $469,366 | $0 |
| Wellington Trust Company, N/A | NONE | $465,821 | $0 |
| Blackstone | NONE | $431,676 | $0 |
| Baird Advisors | NONE | $293,425 | not reported in the loaded dataset |
| Whitestar Advisors, LLC | NONE | $287,250 | not reported in the loaded dataset |
| Union Bank & Trust | NONE | $264,863 | $0 |
| Blackrock Institutional Trust Compa | NONE | $177,210 | $0 |
| Segal Marco Advisors | NONE | $172,953 | not reported in the loaded dataset |
| Reinhardt Boerner Van Deuren S.C. | NONE | $120,177 | not reported in the loaded dataset |
| Segal Company | NONE | $110,769 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $45,159 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $17,341 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $15,608 | not reported in the loaded dataset |
| The Union Labor Life Insurance Grou | NONE | $15,587 | $0 |
| Honsa-Binder Printing, Inc. | NONE | $9,211 | not reported in the loaded dataset |
| Raff Printing | NONE | $5,134 | not reported in the loaded dataset |