2023 Form 5500 filing — Mid-America Carpenters Regional Council 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 20250213131152NAL0012546195001) for Mid-America Carpenters Regional Council Pension Fund, reported by Board Of Trustees Of Mid-America Carpenters Regional Council Pension F under EIN 36-6130207 and plan number 001. It reports 35,113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$5.2BReported net assets$5,192,417,140
Participants35.1K35,113
Provider compensation$14.8M65 Schedule C row(s)$14,811,922
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250213131152NAL0012546195001
- Plan sponsor
- Board Of Trustees Of Mid-America Carpenters Regional Council Pension F
- EIN
- 36-6130207
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.3B total assets
Net assets$5.2BLiabilities$90.4M
Full reported line items
- Total assets (EOY)
- $5,282,865,253
- Total liabilities (EOY)
- $90,448,113
- Net assets (EOY)
- $5,192,417,140
- Employer contributions
- $259,758,744
- Total income / additions
- $772,810,554
- Benefits paid
- $326,814,217
- Administrative expenses
- $17,363,684
- Total expenses
- $344,177,901
- Net increase / (decrease)
- $428,632,653
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Marco Advisors | NONE | $1,210,916 | not reported in the loaded dataset |
| T Rowe Price Associates Inc. | NONE | $1,081,602 | $0 |
| Thompson, Siegel, Walmsley | NONE | $976,814 | $0 |
| Alliance Bernstein | NONE | $960,383 | $0 |
| Wellington Trust Company | NONE | $891,049 | $0 |
| Marathon London | NONE | $789,901 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $687,462 | $0 |
| Loomis Sayles & Company Lp | NONE | $607,929 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $567,238 | not reported in the loaded dataset |
| Acadian Asset Management | NONE | $508,687 | not reported in the loaded dataset |
| Columbia Threadneedle | NONE | $461,777 | $0 |
| Loomis Sayles World Asset Trust | NONE | $454,323 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $432,167 | $0 |
| Mcgann Ketterman & Rioux, Ltd. | NONE | $310,946 | not reported in the loaded dataset |
| New Tower (Mept) | NONE | $302,128 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $257,634 | $0 |
| Bobowski S | EMPLOYEE | $199,853 | not reported in the loaded dataset |
| Guastaferri K | EMPLOYEE | $183,037 | not reported in the loaded dataset |
| Segal | NONE | $177,355 | not reported in the loaded dataset |
| Meissner L | EMPLOYEE | $154,451 | not reported in the loaded dataset |
| Wheeler D | EMPLOYEE | $154,199 | not reported in the loaded dataset |
| Henderson G | EMPLOYEE | $145,502 | not reported in the loaded dataset |
| Purcell H | EMPLOYEE | $142,958 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren | NONE | $142,899 | not reported in the loaded dataset |
| Ortega A | EMPLOYEE | $129,534 | not reported in the loaded dataset |
| Gomez M | EMPLOYEE | $128,267 | not reported in the loaded dataset |
| Lysy A | EMPLOYEE | $128,252 | not reported in the loaded dataset |
| Drogos T | EMPLOYEE | $122,394 | not reported in the loaded dataset |
| Mcjessy Ching & Thompson | NONE | $119,429 | not reported in the loaded dataset |
| Johnson S | EMPLOYEE | $118,904 | not reported in the loaded dataset |
| Hearn J | EMPLOYEE | $118,312 | not reported in the loaded dataset |
| Radtke B | EMPLOYEE | $115,550 | not reported in the loaded dataset |
| Munoz E | EMPLOYEE | $108,508 | not reported in the loaded dataset |
| Bingham B | EMPLOYEE | $104,949 | not reported in the loaded dataset |
| Reaves S | EMPLOYEE | $104,053 | not reported in the loaded dataset |
| Torres A | EMPLOYEE | $103,585 | not reported in the loaded dataset |
| Amaro J | EMPLOYEE | $102,670 | not reported in the loaded dataset |
| Mosqueda E | EMPLOYEE | $98,987 | not reported in the loaded dataset |
| Conklin J | EMPLOYEE | $93,234 | not reported in the loaded dataset |
| Perfect J | EMPLOYEE | $83,033 | not reported in the loaded dataset |
| Newell K | EMPLOYEE | $79,151 | not reported in the loaded dataset |
| Boswell H | EMPLOYEE | $79,009 | not reported in the loaded dataset |
| Villarreal M | EMPLOYEE | $77,829 | not reported in the loaded dataset |
| Garrett J | EMPLOYEE | $76,555 | not reported in the loaded dataset |
| Lesters B | EMPLOYEE | $74,214 | not reported in the loaded dataset |
| Reed D | EMPLOYEE | $68,653 | not reported in the loaded dataset |
| Garcia S | EMPLOYEE | $63,708 | not reported in the loaded dataset |
| Gonzalez Y | EMPLOYEE | $63,291 | not reported in the loaded dataset |
| Garcia D | EMPLOYEE | $62,680 | not reported in the loaded dataset |
| Massuci A | EMPLOYEE | $58,831 | not reported in the loaded dataset |
| Miller R | EMPLOYEE | $57,970 | not reported in the loaded dataset |
| Wegner R | EMPLOYEE | $56,826 | not reported in the loaded dataset |
| Munoz S | EMPLOYEE | $52,801 | not reported in the loaded dataset |
| Shoemaker M | EMPLOYEE | $52,395 | not reported in the loaded dataset |
| Remke Printing | NONE | $50,145 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $48,037 | not reported in the loaded dataset |
| Martinez M | EMPLOYEE | $42,203 | not reported in the loaded dataset |
| Walker F | EMPLOYEE | $41,260 | not reported in the loaded dataset |
| Frangos G | EMPLOYEE | $38,044 | not reported in the loaded dataset |
| Insight Direct Usa, Inc. | NONE | $23,557 | not reported in the loaded dataset |
| Gary Perinar Jr. | TRUSTEE | $0 | $23,300 |
| Tcm Security | NONE | $16,000 | not reported in the loaded dataset |
| Scalambrino & Arnoff | NONE | $10,824 | not reported in the loaded dataset |
| West Publishing Corp | NONE | $7,371 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $6,397 | not reported in the loaded dataset |