2023 Form 5500 filing — Southeastern Carpenters And Millwrights Pension Plan
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 20241013104506NAL0012394147002) for Southeastern Carpenters And Millwrights Pension Plan, reported by Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan under EIN 58-6080306 and plan number 002. It reports 9,385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013104506NAL0012394147002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan
- EIN
- 58-6080306
- Plan number
- 002
- Location
- Goodlettsville, TN
- Participants
- 9,385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $534,737,215
- Total liabilities (EOY)
- $613,719
- Net assets (EOY)
- $534,123,496
- Employer contributions
- $27,907,865
- Total income / additions
- $98,743,004
- Benefits paid
- $29,860,991
- Administrative expenses
- $1,656,965
- Total expenses
- $31,517,956
- Net increase / (decrease)
- $67,225,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors | NONE | $317,269 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P. | NONE | $305,608 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $0 | $280,672 |
| Barrow, Hanley, Mewhinney & Strauss | NONE | $204,930 | $4,249 |
| Crescent Credit Solutions | NONE | $0 | $187,736 |
| Southern Benefit Administrators | NONE | $147,600 | not reported in the loaded dataset |
| Prudential Financial | NONE | $68,827 | $68,823 |
| Blackstone Infrastructure | NONE | $0 | $92,816 |
| Asb Capital Management LLC | NONE | $82,079 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp. | NONE | $0 | $81,060 |
| Eagle Asset Management | NONE | $78,441 | not reported in the loaded dataset |
| Pacific Income Advisors | NONE | $75,664 | not reported in the loaded dataset |
| Reynolds Consulting Services | NONE | $62,330 | not reported in the loaded dataset |
| Mackay Shields | NONE | $56,285 | not reported in the loaded dataset |
| Arnall Golden Gregory | NONE | $46,552 | not reported in the loaded dataset |
| Atlanta Capital Management | NONE | $44,402 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor Cpas | NONE | $31,925 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $18,048 | not reported in the loaded dataset |
| Ziegler | NONE | $13,852 | not reported in the loaded dataset |
| Money Market And Mutual Funds | NONE | $0 | $0 |