2023 Form 5500 filing — Indiana/Kentucky/Ohio Regional Council Of Carpenters 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 20250409154813NAL0030858048005) for Indiana/Kentucky/Ohio Regional Council Of Carpenters Pension Fund, reported by Board Of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe under EIN 51-6123713 and plan number 001. It reports 12,528 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409154813NAL0030858048005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe
- EIN
- 51-6123713
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 12,528
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,622,805,700
- Total liabilities (EOY)
- $3,550,962
- Net assets (EOY)
- $1,619,254,738
- Employer contributions
- $99,382,950
- Total income / additions
- $274,181,919
- Benefits paid
- $102,180,504
- Administrative expenses
- $3,357,072
- Total expenses
- $105,537,576
- Net increase / (decrease)
- $168,644,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $669,992 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $423,036 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $324,295 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $263,165 | $0 |
| Cheiron, Inc. | NONE | $206,409 | not reported in the loaded dataset |
| Marquette Associates | NONE | $160,000 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $159,142 | not reported in the loaded dataset |
| L.M. Henderson & Company, Llp | NONE | $102,079 | not reported in the loaded dataset |
| Bmo Harris Bank | NONE | $99,764 | $0 |
| National Investment Services, Inc. | NONE | $84,134 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $74,275 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $62,645 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $54,807 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $46,595 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $11,582 | $0 |
| Mls Group Of Companies, LLC | NONE | $9,800 | not reported in the loaded dataset |
| Principal Financial Group | NONE | $5,736 | $0 |