2023 Form 5500 filing — Carpenters Pension Fund Of West Virginia
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 20241015153249NAL0028945857003) for Carpenters Pension Fund Of West Virginia, reported by Carpenters Pension Fund Of West Virginia under EIN 55-6027998 and plan number 001. It reports 3,480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153249NAL0028945857003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Carpenters Pension Fund Of West Virginia
- EIN
- 55-6027998
- Plan number
- 001
- Location
- Ona, WV
- Participants
- 3,480
- 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
- $16,959,329
- Total income / additions
- $54,287,814
- Benefits paid
- $28,115,022
- Administrative expenses
- $1,438,027
- Total expenses
- $29,553,049
- Net increase / (decrease)
- $24,734,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heitman LLC | NONE | $153,851 | $0 |
| Asb Capital Management | NONE | $145,085 | not reported in the loaded dataset |
| American Benefit Corporation | NONE | $141,404 | not reported in the loaded dataset |
| Audax Senior Loan Idf Fund-E, L.P. | NONE | $140,070 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $120,400 | not reported in the loaded dataset |
| Blackstone Infrastructure Partners | NONE | $114,384 | not reported in the loaded dataset |
| Alan Biller Associates | NONE | $100,000 | not reported in the loaded dataset |
| Abato, Rebenstein & Abato, P.A. | NONE | $98,575 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $88,800 | not reported in the loaded dataset |
| Ifm Investors Advisor, LLC | NONE | $80,457 | $0 |
| Harris, Hardin & Company, A.C. | NONE | $27,940 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $24,577 | not reported in the loaded dataset |
| Builders Proloan Bond Fund, LLC | NONE | $24,470 | not reported in the loaded dataset |
| Gray Griffith & Mays | NONE | $19,500 | not reported in the loaded dataset |
| Invesco Management Company | NONE | $14,328 | $0 |
| Pnc Bank | NONE | $7,739 | not reported in the loaded dataset |