2023 Form 5500 filing — Michigan Regional Council Of Carpenters' Annuity 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 20250108091506NAL0017817424001) for Michigan Regional Council Of Carpenters' Annuity Fund, reported by Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund under EIN 38-3240423 and plan number 001. It reports 17,454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108091506NAL0017817424001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund
- EIN
- 38-3240423
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 17,454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $500,459,680
- Total liabilities (EOY)
- $1,578,493
- Net assets (EOY)
- $498,881,187
- Employer contributions
- $37,407,310
- Total income / additions
- $97,192,845
- Benefits paid
- $32,821,229
- Administrative expenses
- $2,436,503
- Total expenses
- $35,257,732
- Net increase / (decrease)
- $61,935,113
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aristotle Capital Management | NONE | $601,239 | not reported in the loaded dataset |
| Morgan Stanley Global Banking | NONE | $394,113 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $373,277 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $245,074 | not reported in the loaded dataset |
| Novara, Tesija & Catenacci, Pllc | NONE | $163,067 | not reported in the loaded dataset |
| Carpenters Fringe Benefit Funds Jdc | NONE | $154,033 | not reported in the loaded dataset |
| Reinhart Partners, Inc. | NONE | $108,696 | not reported in the loaded dataset |
| Madison Investment Advisors | NONE | $75,859 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $55,760 | not reported in the loaded dataset |
| Bultynck & Co., Pllc | NONE | $35,350 | not reported in the loaded dataset |
| Capital Research And Management | NONE | $34,998 | not reported in the loaded dataset |