Eastern Atlantic States Carpenters Annuity Fund — Form 5500 plan (Board Of Trustees Eastern Atlantic States Carpenters Annuity 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, Eastern Atlantic States Carpenters Annuity Fund is a benefit plan reported by Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund under EIN 22-2406812 and plan number 002. The latest loaded filing year is 2023. The filing reports 38,747 participants and $2,130,363,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund
- EIN
- 22-2406812
- Plan number
- 002
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 38,747
- End-of-year plan assets
- $2,130,363,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38,747 | H, C | 20241009112015NAL0036845234001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,130,363,910
- Total liabilities (EOY)
- $78,317,390
- Net assets (EOY)
- $2,052,046,520
- Net assets (BOY)
- $1,964,397,248
Income & contributions
- Employer contributions
- $115,722,499
- Total contributions
- $115,722,499
- Total income / additions
- $232,862,117
Expenses & distributions
- Benefits paid
- $138,913,780
- Administrative expenses
- $5,950,699
- Total expenses
- $145,212,845
- Net increase / (decrease)
- $87,649,272
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hardman Johnston Global Advisors | NONE | $431,650 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc. | NONE | $419,217 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $361,371 | $0 | 2023 |
| Wedge Capital Management, Llp | NONE | $314,199 | $0 | 2023 |
| Lord Abbett & Co. LLC | NONE | $308,836 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $305,000 | $0 | 2023 |
| Foundry Partners LLC | NONE | $218,048 | $0 | 2023 |
| Great Lakes Advisors, LLC | NONE | $164,374 | not reported in the loaded dataset | 2023 |
| Piotr Tonia | NONE | $127,422 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $97,595 | not reported in the loaded dataset | 2023 |
| Jacqueline Ervin | NONE | $73,259 | not reported in the loaded dataset | 2023 |
| Eric Scheckler | NONE | $67,958 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners LLC | NONE | $61,997 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $50,386 | $0 | 2023 |
| Joseph Obuchowicz | NONE | $48,549 | not reported in the loaded dataset | 2023 |
| Ryan Sica | NONE | $47,216 | not reported in the loaded dataset | 2023 |
| Ian Ruegg | NONE | $47,124 | not reported in the loaded dataset | 2023 |
| Angelica Stanojlovi | NONE | $47,080 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan, Pc | NONE | $44,559 | not reported in the loaded dataset | 2023 |
| Sara Molina | NONE | $42,233 | not reported in the loaded dataset | 2023 |
| Merrilyn Guardino | NONE | $41,872 | not reported in the loaded dataset | 2023 |
| Mary Gordon | NONE | $38,459 | not reported in the loaded dataset | 2023 |
| Jason Gerow | NONE | $35,147 | not reported in the loaded dataset | 2023 |
| Jaret Grann | NONE | $34,699 | not reported in the loaded dataset | 2023 |
| Stephanie Abass-Shereef | NONE | $31,947 | not reported in the loaded dataset | 2023 |
| Post Advisory Group, LLC | NONE | $31,922 | $0 | 2023 |
| Nicole Goodale | NONE | $31,374 | not reported in the loaded dataset | 2023 |
| Rachel Corradi | NONE | $29,407 | not reported in the loaded dataset | 2023 |
| Robert A Pauro | NONE | $26,499 | not reported in the loaded dataset | 2023 |
| Debbie Kwiatek | NONE | $25,356 | not reported in the loaded dataset | 2023 |
| Kroll Heineman Ptasiewicz & Parson | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Proxyvote Plus Holdings, Inc | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Hardman Johnston Global Advisors — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Wedge Capital Management, Llp — Schedule C compensation
- Lord Abbett & Co. LLC — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Foundry Partners LLC — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- Piotr Tonia — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Jacqueline Ervin — Schedule C compensation
- Eric Scheckler — Schedule C compensation
- Chartwell Investment Partners LLC — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Joseph Obuchowicz — Schedule C compensation
- Ryan Sica — Schedule C compensation
- Ian Ruegg — Schedule C compensation
- Angelica Stanojlovi — Schedule C compensation
- Susanin Widman & Brennan, Pc — Schedule C compensation
- Sara Molina — Schedule C compensation
- Merrilyn Guardino — Schedule C compensation
- Mary Gordon — Schedule C compensation
- Jason Gerow — Schedule C compensation
- Jaret Grann — Schedule C compensation
- Stephanie Abass-Shereef — Schedule C compensation
- Post Advisory Group, LLC — Schedule C compensation
- Nicole Goodale — Schedule C compensation
- Rachel Corradi — Schedule C compensation
- Robert A Pauro — Schedule C compensation
- Debbie Kwiatek — Schedule C compensation
- Kroll Heineman Ptasiewicz & Parson — Schedule C compensation
- Proxyvote Plus Holdings, Inc — Schedule C compensation