2023 Form 5500 filing — Tennessee/North Carolina Carpenters And Millwrights 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 20250218121508NAL0003204737002) for Tennessee/North Carolina Carpenters And Millwrights Pension Fund, reported by Tennessee/North Carolina Carpenters And Millwrights Pension under EIN 62-6101275 and plan number 001. It reports 3,212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218121508NAL0003204737002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Tennessee/North Carolina Carpenters And Millwrights Pension
- EIN
- 62-6101275
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 3,212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $12,178,449
- Total income / additions
- $24,705,709
- Benefits paid
- $7,006,747
- Administrative expenses
- $783,173
- Total expenses
- $7,789,920
- Net increase / (decrease)
- $16,915,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Wealth Management | NONE | $276,195 | $0 |
| Southern Benefit Administrators | NONE | $131,578 | not reported in the loaded dataset |
| Highland Capital Management | NONE | $102,826 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp. | NONE | $0 | $92,928 |
| Newtower Trust Company | NONE | $0 | $75,468 |
| Daniels, Irwin & Aylor | NONE | $30,500 | not reported in the loaded dataset |
| Columbia Investment Management | NONE | $25,006 | not reported in the loaded dataset |
| Godwin Morris Laurenzi & Bloomfield | NONE | $12,656 | not reported in the loaded dataset |
| Osborn, Carreiro & Associates | NONE | $5,000 | not reported in the loaded dataset |
| Money Market, Mutual & Etf Funds | NONE | $0 | $0 |