2023 Form 5500 filing — Ohio Carpenters' Health Plan
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 20250218174256NAL0003144753001) for Ohio Carpenters' Health Plan, reported by Joint Board Of Trustees Ohio Carpenters' Health Fund under EIN 45-0593187 and plan number 501. It reports 10,678 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218174256NAL0003144753001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Ohio Carpenters' Health Fund
- EIN
- 45-0593187
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 10,678
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $171,432,232
- Total liabilities (EOY)
- $107,768,696
- Net assets (EOY)
- $63,663,536
- Employer contributions
- $135,687,702
- Participant contributions
- $18,826,917
- Total income / additions
- $159,302,759
- Benefits paid
- $146,423,137
- Administrative expenses
- $2,485,422
- Total expenses
- $148,908,559
- Net increase / (decrease)
- $10,394,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independence Administrators | not reported in the loaded dataset | $3,154,200 | not reported in the loaded dataset |
| Medco Containment Life Insurance | not reported in the loaded dataset | $2,416,916 | not reported in the loaded dataset |
| The Union Labor Life Insurace Co | not reported in the loaded dataset | $1,925,560 | not reported in the loaded dataset |
| Benesys | not reported in the loaded dataset | $892,830 | not reported in the loaded dataset |
| Delta Dental | not reported in the loaded dataset | $315,596 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | not reported in the loaded dataset | $154,500 | not reported in the loaded dataset |
| Asherkelly | not reported in the loaded dataset | $128,419 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $92,396 | not reported in the loaded dataset |
| Morgan Stanley | not reported in the loaded dataset | $90,000 | not reported in the loaded dataset |
| Sage Advisory Services | not reported in the loaded dataset | $87,976 | not reported in the loaded dataset |
| American Graphics | not reported in the loaded dataset | $54,980 | not reported in the loaded dataset |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $42,375 | not reported in the loaded dataset |
| Keybank | not reported in the loaded dataset | $31,703 | not reported in the loaded dataset |
| Pnc Bank | not reported in the loaded dataset | $30,665 | not reported in the loaded dataset |
| Access | not reported in the loaded dataset | $13,337 | not reported in the loaded dataset |