2023 Form 5500 filing — Indiana State Council Of 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 20250115125947NAL0011778003001) for Indiana State Council Of Carpenters Pension Fund, reported by Board Of Trustees Indiana State Council Of Carpenters Pension Fund under EIN 35-6060378 and plan number 001. It reports 8,393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115125947NAL0011778003001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Indiana State Council Of Carpenters Pension Fund
- EIN
- 35-6060378
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 8,393
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,301,000,220
- Total liabilities (EOY)
- $3,036,888
- Net assets (EOY)
- $1,297,963,332
- Employer contributions
- $93,411,247
- Total income / additions
- $255,178,756
- Benefits paid
- $108,463,471
- Administrative expenses
- $4,894,924
- Total expenses
- $113,358,395
- Net increase / (decrease)
- $141,820,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $1,652,341 | $0 |
| Benesys, Inc. | NONE | $500,239 | not reported in the loaded dataset |
| United Actuarial Services, Inc | NONE | $280,890 | not reported in the loaded dataset |
| Blackstone Infra. Advisors LLC | NONE | $235,928 | $0 |
| Chevy Chase Trust | NONE | $220,510 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren | NONE | $203,641 | not reported in the loaded dataset |
| Comerica | NONE | $170,779 | $0 |
| Lm Henderson | NONE | $103,277 | not reported in the loaded dataset |
| Pnc Institutional Investments | NONE | $75,529 | not reported in the loaded dataset |
| Johnson And Krol | NONE | $73,810 | not reported in the loaded dataset |
| J.P. Morgan Investment Management | NONE | $55,042 | not reported in the loaded dataset |
| Regions Bank | NONE | $44,107 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $43,000 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $34,559 | not reported in the loaded dataset |
| American Graphics | NONE | $31,851 | not reported in the loaded dataset |
| Victory Capital Management | NONE | $20,056 | $0 |
| Invesco Advisers, Inc | NONE | $19,541 | $0 |
| Marquette Associates | NONE | $17,667 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $14,858 | not reported in the loaded dataset |
| L&G Inv. Mgmt. America, Inc. | NONE | $9,379 | $0 |
| Grm Information Management | NONE | $8,206 | not reported in the loaded dataset |
| Nccmp | NONE | $6,687 | not reported in the loaded dataset |