2023 Form 5500 filing — Southern Alaska Carpenters Retirement 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 20241015205807NAL0049766304001) for Southern Alaska Carpenters Retirement Plan, reported by Trustees Of The Southern Alaska Carp. Retirement Plan under EIN 92-0120866 and plan number 001. It reports 2,832 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015205807NAL0049766304001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Southern Alaska Carp. Retirement Plan
- EIN
- 92-0120866
- Plan number
- 001
- Location
- Mercer Island, WA
- Participants
- 2,832
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,314,290
- Total liabilities (EOY)
- $361,718
- Net assets (EOY)
- $148,952,572
- Employer contributions
- $6,428,084
- Total income / additions
- $20,342,746
- Benefits paid
- $12,808,090
- Administrative expenses
- $1,009,636
- Total expenses
- $13,817,726
- Net increase / (decrease)
- $6,525,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin. Service | NONE | $189,203 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $173,223 | not reported in the loaded dataset |
| R.V. Kuhns & Associates, Inc. | NONE | $116,642 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $74,353 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $67,275 | not reported in the loaded dataset |
| Keybank National Association | NONE | $51,917 | $0 |
| American Realty Advisors, LLC | NONE | $51,568 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $46,449 | not reported in the loaded dataset |
| Chevy Chase Trust | NONE | $45,015 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $36,272 | not reported in the loaded dataset |
| Labor Trust Services | NONE | $6,792 | not reported in the loaded dataset |