2023 Form 5500 filing — Greater Pennsylvania Carpenters' Pension 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 20241209110525NAL0009182129002) for Greater Pennsylvania Carpenters' Pension Fund, reported by Greater Pennsylvania Carpenters' Pension Fund under EIN 25-6135570 and plan number 001. It reports 17,581 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209110525NAL0009182129002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Greater Pennsylvania Carpenters' Pension Fund
- EIN
- 25-6135570
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 17,581
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,245,354,599
- Total liabilities (EOY)
- $55,101,725
- Net assets (EOY)
- $1,190,252,874
- Employer contributions
- $84,799,073
- Total income / additions
- $234,622,093
- Benefits paid
- $112,884,843
- Administrative expenses
- $6,281,972
- Total expenses
- $119,166,815
- Net increase / (decrease)
- $115,455,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carpenters Combined Funds Inc. | ADMINISTRATOR | $1,281,500 | not reported in the loaded dataset |
| Foundry Partners | NONE | $470,020 | not reported in the loaded dataset |
| Eagle Capital | NONE | $427,458 | not reported in the loaded dataset |
| Jp Morgan Investment Management | NONE | $353,207 | not reported in the loaded dataset |
| Graystone Consulting | NONE | $349,275 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $345,225 | not reported in the loaded dataset |
| Kayne Small Cap | NONE | $295,863 | not reported in the loaded dataset |
| Cheiron | NONE | $291,040 | not reported in the loaded dataset |
| Prudential | NONE | $240,815 | not reported in the loaded dataset |
| Chartwell Asset Management | NONE | $237,564 | not reported in the loaded dataset |
| Pnc Advisors | NONE | $214,493 | not reported in the loaded dataset |
| Adams Street Partners | NONE | $208,825 | not reported in the loaded dataset |
| Townsend Alpha Iii | NONE | $123,908 | not reported in the loaded dataset |
| Tucker Arensberg | NONE | $88,170 | not reported in the loaded dataset |
| Makena Private Equity | NONE | $74,948 | $0 |
| Mcmorgan Beg Fund Ii | NONE | $74,221 | not reported in the loaded dataset |
| Neuberger Investments | NONE | $67,375 | $0 |
| Dolan Mceniry Capital Management | NONE | $64,667 | $0 |
| Northern Trust Co | NONE | $64,275 | not reported in the loaded dataset |
| Sigueler Guff Dreof Ii | NONE | $63,711 | not reported in the loaded dataset |
| Henry Rossi & Co., Llp | NONE | $49,449 | not reported in the loaded dataset |
| Townsend Real Estate Fund Alpha Ii | NONE | $39,144 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $31,043 | not reported in the loaded dataset |
| Townsend Real Estate Fund Alpha I-A | NONE | $29,444 | not reported in the loaded dataset |
| Tb Sc Opp | NONE | $27,924 | not reported in the loaded dataset |
| Alan Biller And Associates | NONE | $25,000 | not reported in the loaded dataset |
| Westwood Global Investments | NONE | $22,500 | $0 |
| United Actuarial Services, Inc. | NONE | $17,200 | $0 |
| Abato, Rubenstein And Abato, Pa | NONE | $14,988 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $14,121 | $0 |