2023 Form 5500 filing — Michigan Regional Council Of Carpenters' Employee Benefits 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 20250213141507NAL0037755216001) for Michigan Regional Council Of Carpenters' Employee Benefits Fund, reported by Joint Board Of Trustees Of Mrcc Employee Benefits Fund under EIN 38-3508105 and plan number 501. It reports 7,411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213141507NAL0037755216001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of Mrcc Employee Benefits Fund
- EIN
- 38-3508105
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 7,411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,837,366
- Total liabilities (EOY)
- $57,476,892
- Net assets (EOY)
- $37,360,474
- Employer contributions
- $76,842,511
- Participant contributions
- $13,683,947
- Total income / additions
- $94,580,998
- Benefits paid
- $77,563,947
- Administrative expenses
- $2,472,968
- Total expenses
- $80,036,915
- Net increase / (decrease)
- $14,544,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $1,662,541 | $107,518 |
| The Union Labor Life Insurance Co. | NONE | $287,937 | not reported in the loaded dataset |
| Novara, Tesija & Catenacci, Pllc | NONE | $247,760 | not reported in the loaded dataset |
| Carpenters Fringe Benefit Funds Jdc | COLLECTION PROGRAM | $201,999 | not reported in the loaded dataset |
| American Graphics Printing Co. | NONE | $120,807 | not reported in the loaded dataset |
| Alliance Health & Life Corp. | NONE | $97,095 | not reported in the loaded dataset |
| Morgan Stanley Global Banking | NONE | $72,313 | not reported in the loaded dataset |
| The Segal Company | NONE | $69,288 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $61,914 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $48,100 | not reported in the loaded dataset |
| Bultynck & Co., Pllc | NONE | $43,100 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $18,400 | not reported in the loaded dataset |