2023 Form 5500 filing — Alaska Carpenters Defined Contribution Trust 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 20241015124458NAL0014653059001) for Alaska Carpenters Defined Contribution Trust Fund, reported by Board Of Trustees, Alaska Carpenter Defined Contribution Trust Fund under EIN 92-6003157 and plan number 002. It reports 2,886 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124458NAL0014653059001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Alaska Carpenter Defined Contribution Trust Fund
- EIN
- 92-6003157
- Plan number
- 002
- Location
- Mercer Island, WA
- Participants
- 2,886
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,845,643
- Total liabilities (EOY)
- $164,352
- Net assets (EOY)
- $207,681,291
- Employer contributions
- $8,888,726
- Participant contributions
- $72,603
- Total income / additions
- $41,111,515
- Benefits paid
- $13,986,518
- Administrative expenses
- $551,849
- Total expenses
- $14,538,367
- Net increase / (decrease)
- $26,573,148
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin. Service | NONE | $193,641 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $175,513 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $47,401 | not reported in the loaded dataset |
| R. V. Kuhns & Asociates, Inc. | NONE | $43,741 | not reported in the loaded dataset |
| Withumsmith+Brown,Pc | NONE | $31,966 | not reported in the loaded dataset |
| Labor Trust Services, Inc | NONE | $8,832 | not reported in the loaded dataset |