2023 Form 5500 filing — Florida Carpenters 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 20241014160634NAL0045241360001) for Florida Carpenters Pension Plan, reported by Trustees Of The Florida Carpenters Pension Plan under EIN 59-6205166 and plan number 001. It reports 8,292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160634NAL0045241360001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Florida Carpenters Pension Plan
- EIN
- 59-6205166
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 8,292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $315,415,194
- Total liabilities (EOY)
- $571,474
- Net assets (EOY)
- $314,843,720
- Employer contributions
- $12,178,219
- Total income / additions
- $32,317,287
- Benefits paid
- $23,159,295
- Administrative expenses
- $1,877,239
- Total expenses
- $25,036,534
- Net increase / (decrease)
- $7,280,753
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smith Graham & Co. Investment | NONE | $196,952 | not reported in the loaded dataset |
| Southern Benefit Administrator | NONE | $164,500 | not reported in the loaded dataset |
| Venable Law Firm, P.A. | NONE | $158,810 | not reported in the loaded dataset |
| Investment Performance Service | NONE | $129,000 | not reported in the loaded dataset |
| Law Office Of Alan Eichenbaum, P.A | NONE | $80,097 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $78,713 | not reported in the loaded dataset |
| Lapadula Carlson & Co. | NONE | $44,699 | not reported in the loaded dataset |