2023 Form 5500 filing — Bismarck Mandan Carpenters Local 1091 Tax Deferral

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 20241015145649NAL0030058817003) for Bismarck Mandan Carpenters Local 1091 Tax Deferral, reported by Board Of Trustees Of Bismarck-Mandan Carpenters Local 1091 Tax Deferra under EIN 45-0414282 and plan number 002. It reports 942 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015145649NAL0030058817003
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of Bismarck-Mandan Carpenters Local 1091 Tax Deferra
EIN
45-0414282
Plan number
002
Location
Fargo, ND
Participants
942
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,741,069
Total liabilities (EOY)
$91,631
Net assets (EOY)
$17,649,438
Employer contributions
$850,607
Total income / additions
$2,998,260
Benefits paid
$924,036
Administrative expenses
$169,129
Total expenses
$1,093,165
Net increase / (decrease)
$1,905,095
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Blue Cross Blue Shield Of NdNONE$71,507not reported in the loaded dataset
Raymond JamesNONE$64,311not reported in the loaded dataset
Widmer Roel PcNONE$16,900$0

Related Form 5500 pages