2023 Form 5500 filing — Carpenters Local No 491 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 20250411101102NAL0014038179001) for Carpenters Local No 491 Pension Plan, reported by Trustees Of Carpenters Local No 491 Plan under EIN 22-2835549 and plan number 001. It reports 1,025 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411101102NAL0014038179001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Carpenters Local No 491 Plan
- EIN
- 22-2835549
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 1,025
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,853,593
- Total liabilities (EOY)
- $63,168
- Net assets (EOY)
- $64,790,425
- Employer contributions
- $3,141,511
- Total income / additions
- $9,986,148
- Benefits paid
- $2,566,345
- Administrative expenses
- $330,201
- Total expenses
- $2,896,546
- Net increase / (decrease)
- $7,089,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Adminstrators | NONE | $115,892 | not reported in the loaded dataset |
| Bolton Partners Inc | NONE | $67,317 | not reported in the loaded dataset |
| Batoff Associates Pa | NONE | $40,785 | not reported in the loaded dataset |
| Pension Benefit Guaranty Corp | NONE | $35,875 | not reported in the loaded dataset |
| Bolton Partners Consulting Group | NONE | $26,127 | not reported in the loaded dataset |
| York Insurance Services Inc | NONE | $8,626 | not reported in the loaded dataset |
| Ira Marc Miller And Co Pa | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |