N. Atlantic States Carp. Vacation Fund — Form 5500 plan (Bot North Atlantic States Carpenters Vacation Fund)
Plain-English plan 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, N. Atlantic States Carp. Vacation Fund is a benefit plan reported by Bot North Atlantic States Carpenters Vacation Fund under EIN 04-3322721 and plan number 501. The latest loaded filing year is 2023. The filing reports 11,782 participants and $6,108,318 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.1MPlan net assets, end of year$6,058,066
Participants11.8KCovered participants reported11,782
Assets / participant$518Computed: assets ÷ participants$518 (computed)
Provider compensation$93.4K2 Schedule C provider row(s)$93,436
- Plan sponsor
- Bot North Atlantic States Carpenters Vacation Fund
- EIN
- 04-3322721
- Plan number
- 501
- Plan type
- 1
- Location
- Wilmington, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,782 | H, C | 20241011133416NAL0022842577001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities$50.3K
Full reported line items
Net assets
- Total assets (EOY)
- $6,108,318
- Total liabilities (EOY)
- $50,252
- Net assets (EOY)
- $6,058,066
- Net assets (BOY)
- $5,972,470
Income & contributions
- Participant contributions
- $23,342,038
- Total contributions
- $23,342,038
- Total income / additions
- $23,875,050
Expenses & distributions
- Benefits paid
- $23,639,861
- Administrative expenses
- $149,593
- Total expenses
- $23,789,454
- Net increase / (decrease)
- $85,596
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets393%Computed ratio
Benefits paid ÷ total income99%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nas Carpenters Pension Fund (Cca) | COMMON BOARD | $78,436 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $15,000 | not reported in the loaded dataset | 2023 |