2023 Form 5500 filing — Michigan 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 20250616073007NAL0000352723001) for Michigan Carpenters' Pension Fund, reported by Board Of Trustees, Michigan Carpenters' Pension Fund under EIN 38-6233978 and plan number 001. It reports 9,716 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616073007NAL0000352723001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Michigan Carpenters' Pension Fund
- EIN
- 38-6233978
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 9,716
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $724,692,488
- Total liabilities (EOY)
- $2,221,847
- Net assets (EOY)
- $722,470,641
- Employer contributions
- $66,877,655
- Total income / additions
- $143,966,201
- Benefits paid
- $75,376,349
- Administrative expenses
- $3,091,100
- Total expenses
- $78,467,449
- Net increase / (decrease)
- $65,498,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tic International | NONE | $523,904 | not reported in the loaded dataset |
| Reinhart Partners, Inc. | NONE | $215,272 | $0 |
| Clarkston Capital | NONE | $202,950 | not reported in the loaded dataset |
| Nepc , LLC | NONE | $199,795 | not reported in the loaded dataset |
| Jennifer Magwood | EMPLOYEE OF THE FUND | $98,125 | not reported in the loaded dataset |
| Watkins Pawlick Calati & Prifiti Pc | NONE | $76,356 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $66,700 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $31,100 | not reported in the loaded dataset |
| Trade Solutions | NONE | $29,015 | not reported in the loaded dataset |
| Comerica Bank | NONE | $25,199 | not reported in the loaded dataset |
| Paychex Of New York LLC | NONE | $13,175 | not reported in the loaded dataset |
| Piper Jaffray & Co | NONE | $10,173 | not reported in the loaded dataset |
| Stifel Nicolaus & Company | NONE | $9,975 | not reported in the loaded dataset |
| Dbi Business Interiors | NONE | $8,752 | not reported in the loaded dataset |
| Segal Select | NONE | $0 | $0 |