2023 Form 5500 filing — Oklahoma-Arkansas Carpenters Health & 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 20241014142222NAL0027547505005) for Oklahoma-Arkansas Carpenters Health & Welfare Fund, reported by Oklahoma-Arkansas Carpenters Health & Welfare Fund under EIN 74-6042661 and plan number 501. It reports 674 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142222NAL0027547505005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Oklahoma-Arkansas Carpenters Health & Welfare Fund
- EIN
- 74-6042661
- Plan number
- 501
- Location
- Goodletsville, TN
- Participants
- 674
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $3,167,081
- Participant contributions
- $41,733
- Total income / additions
- $4,367,391
- Benefits paid
- $1,938,846
- Administrative expenses
- $380,794
- Total expenses
- $2,319,640
- Net increase / (decrease)
- $2,047,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $142,415 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $89,216 | not reported in the loaded dataset |
| The Youngdahl Law Firm P.C. | NONE | $49,646 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $16,238 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $14,071 | $0 |
| Osborn, Carreiro & Associates Inc | NONE | $10,800 | not reported in the loaded dataset |
| Med Care Management | NONE | $9,646 | not reported in the loaded dataset |