2023 Form 5500 filing — Carpenters Industrial Council Of Eastern Pennsylvania Pension 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 20250306091506NAL0006141187001) for Carpenters Industrial Council Of Eastern Pennsylvania Pension Plan, reported by The Trustee Of The Carpenters Industrial Council Of Eastern under EIN 23-1729633 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250306091506NAL0006141187001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Trustee Of The Carpenters Industrial Council Of Eastern
- EIN
- 23-1729633
- Plan number
- 001
- Location
- West Trenton, NJ
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,322,570
- Total liabilities (EOY)
- $144,001
- Net assets (EOY)
- $11,178,569
- Employer contributions
- $9,790
- Total income / additions
- $639,476
- Benefits paid
- $370,859
- Administrative expenses
- $241,499
- Total expenses
- $612,358
- Net increase / (decrease)
- $27,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Actuarial | NONE | $53,630 | not reported in the loaded dataset |
| Ie Shaffer & Co. | NONE | $51,213 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $39,872 | not reported in the loaded dataset |
| Cohen, Weiss And Simon Llp | NONE | $29,910 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital LLC | NONE | $23,218 | not reported in the loaded dataset |
| L.M. Henderson & Company, Llp | NONE | $22,055 | not reported in the loaded dataset |