2023 Form 5500 filing — Southwest Carpenters Pension Trust
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 20241014094308NAL0044024432005) for Southwest Carpenters Pension Trust, reported by Joint Board Of Trustees Southwest Carpenters Pension Trust under EIN 95-6042875 and plan number 001. It reports 96,339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094308NAL0044024432005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Southwest Carpenters Pension Trust
- EIN
- 95-6042875
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 96,339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,830,102,608
- Total liabilities (EOY)
- $5,271,005
- Net assets (EOY)
- $6,824,831,603
- Employer contributions
- $304,352,232
- Total income / additions
- $1,151,310,709
- Benefits paid
- $369,434,010
- Administrative expenses
- $18,425,090
- Total expenses
- $387,859,100
- Net increase / (decrease)
- $763,451,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carpenters Southwest Admin Corp. | ADM ORG. AND CONTRIBUTING | $5,559,143 | not reported in the loaded dataset |
| Washington Capital | NONE | $3,126,953 | not reported in the loaded dataset |
| Alan D. Biller & Associates | NONE | $1,030,000 | not reported in the loaded dataset |
| Shanley Apc | NONE | $927,141 | not reported in the loaded dataset |
| Cheiron, Inc | NONE | $588,252 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $403,935 | $0 |
| Us Bank | NONE | $393,228 | $0 |
| Blackrock Institutional Trust Co. | NONE | $361,500 | not reported in the loaded dataset |
| Yousif Capital Management | NONE | $294,930 | not reported in the loaded dataset |
| Union Press | NONE | $285,970 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $239,250 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $214,068 | $1,269 |
| Manatt, Phelps & Philipps LLC | NONE | $168,012 | not reported in the loaded dataset |
| Zelis Payment Holdings (Red Card) | NONE | $61,919 | not reported in the loaded dataset |
| Lexis Nexis, A Division Of Relx | NONE | $12,671 | not reported in the loaded dataset |
| Turner, Stoeve, & Gagliardi | NONW | $10,481 | not reported in the loaded dataset |
| Westcoast Archives | NONE | $10,195 | not reported in the loaded dataset |
| Curtis Conyers | TRUSTEE | $8,750 | not reported in the loaded dataset |
| The Segal Company | NONE | $7,500 | not reported in the loaded dataset |
| Mondress Monaco Parr Lockwood Pllc | NONE | $6,016 | not reported in the loaded dataset |
| Lifestatus360, LLC | NONE | $6,010 | not reported in the loaded dataset |
| Giact Systems | NONE | $5,261 | not reported in the loaded dataset |