2023 Form 5500 filing — Carpenters' Pension Trust Fund - Detroit And Vicinity
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 20250217160009NAL0003393888001) for Carpenters' Pension Trust Fund - Detroit And Vicinity, reported by Board Of Trustees Of Carpenters' Pension Trust Funddetroit&Vicinity under EIN 38-6242188 and plan number 001. It reports 22,576 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217160009NAL0003393888001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Carpenters' Pension Trust Funddetroit&Vicinity
- EIN
- 38-6242188
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 22,576
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $718,704,764
- Total liabilities (EOY)
- $1,666,039
- Net assets (EOY)
- $717,038,725
- Employer contributions
- $119,977,290
- Total income / additions
- $181,926,406
- Benefits paid
- $168,766,223
- Administrative expenses
- $5,464,793
- Total expenses
- $174,231,016
- Net increase / (decrease)
- $7,695,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $1,161,664 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $819,615 | not reported in the loaded dataset |
| Carpenters Fringe Benefit Funds Jdc | COLLECTION PROGRAM | $771,267 | not reported in the loaded dataset |
| Novara, Tesija & Catenacci, Pllc | NONE | $371,051 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $360,281 | not reported in the loaded dataset |
| Lazard Asset Management | NONE | $349,769 | not reported in the loaded dataset |
| Morgan Stanley Global Banking | NONE | $275,000 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $188,600 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $152,374 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $105,386 | not reported in the loaded dataset |
| Reinhart Partners, Inc. | NONE | $76,661 | not reported in the loaded dataset |
| Comerica Bank | NONE | $65,000 | not reported in the loaded dataset |
| Westend Advisors | NONE | $62,830 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $54,374 | not reported in the loaded dataset |
| Bultynck & Co., Pllc | NONE | $50,025 | not reported in the loaded dataset |
| American Graphics Printing Co | NONE | $25,435 | not reported in the loaded dataset |