2023 Form 5500 filing — Carpenters Health Fund Of West Virginia
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 20250715134736NAL0002167889001) for Carpenters Health Fund Of West Virginia, reported by Carpenters Health Fund Of West Virginia under EIN 55-0621800 and plan number 501. It reports 1,569 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715134736NAL0002167889001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Carpenters Health Fund Of West Virginia
- EIN
- 55-0621800
- Plan number
- 501
- Location
- Ona, WV
- Participants
- 1,569
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,042,824
- Total liabilities (EOY)
- $5,015,741
- Net assets (EOY)
- $25,027,083
- Employer contributions
- $17,027,209
- Participant contributions
- $2,382,315
- Total income / additions
- $24,389,333
- Benefits paid
- $21,833,786
- Administrative expenses
- $933,470
- Total expenses
- $22,767,256
- Net increase / (decrease)
- $1,622,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Benefit Corporation | NONE | $382,624 | $0 |
| The Union Life Insurance Company | NONE | $138,428 | $0 |
| Symetra Life Insurance Company | NONE | $93,150 | $0 |
| United Actuarial Services | NONE | $60,000 | $0 |
| Alan Biller And Associates | NONE | $45,000 | $0 |
| Abato, Rubenstein And Abato, Pa | NONE | $40,278 | $0 |
| Gray, Griffith & Mays, A.C. | NONE | $19,000 | $0 |
| Harris Hardin & Company | NONE | $13,059 | $0 |
| Johnson Printing Company | NONE | $7,607 | $0 |