2023 Form 5500 filing — Industrial Carpenters And Precast 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 20250314153148NAL0044876066001) for Industrial Carpenters And Precast Pension Plan, reported by Board Of Trustees Of Industrial Carpenters And Precast Pension Plan under EIN 94-6284211 and plan number 001. It reports 2,063 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314153148NAL0044876066001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Industrial Carpenters And Precast Pension Plan
- EIN
- 94-6284211
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 2,063
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,790,960
- Total liabilities (EOY)
- $38,688
- Net assets (EOY)
- $117,752,272
- Employer contributions
- $3,971,274
- Total income / additions
- $17,762,648
- Benefits paid
- $2,386,797
- Administrative expenses
- $615,833
- Total expenses
- $3,002,630
- Net increase / (decrease)
- $14,760,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alan D Biller And Associates, Inc | NONE | $128,311 | not reported in the loaded dataset |
| Benesys | NONE | $107,299 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $53,568 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $41,372 | $675 |
| Withumsmith+Brown, Pc | NONE | $29,029 | not reported in the loaded dataset |
| Carpenter Funds Administrative | NONE | $16,656 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $10,301 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $7,151 | not reported in the loaded dataset |