Plan5500

Eastern Atlantic States Carpenters Health Fund — Form 5500 plan (Board Of Trustees Eastern Atlantic States Carpenters Health 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 Health Fund is a benefit plan reported by Board Of Trustees Eastern Atlantic States Carpenters Health Fund under EIN 22-6032181 and plan number 501. The latest loaded filing year is 2023. The filing reports 17,241 participants and $1,062,912,585 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Eastern Atlantic States Carpenters Health Fund
EIN
22-6032181
Plan number
501
Plan type
1
Location
Philadelphia, PA
Latest filing year
2023
Participants
17,241
End-of-year plan assets
$1,062,912,585

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317,241H, C20241009145948NAL0010751619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,062,912,585
Total liabilities (EOY)
$110,064,886
Net assets (EOY)
$952,847,699
Net assets (BOY)
$891,309,708

Income & contributions

Employer contributions
$283,084,195
Participant contributions
$19,306,533
Total contributions
$302,390,728
Total income / additions
$354,969,830

Expenses & distributions

Benefits paid
$285,870,705
Administrative expenses
$7,561,134
Total expenses
$293,431,839
Net increase / (decrease)
$61,537,991

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Amerihealth Admin, IncNONE$3,939,680not reported in the loaded dataset2023
Express Scripts, IncNONE$2,671,553not reported in the loaded dataset2023
Chartwell Investment Partners, LLCNONE$704,135not reported in the loaded dataset2023
Mental Health Consultants Inc.NONE$361,179not reported in the loaded dataset2023
Cigna Health And Life Insurance CoNONE$269,199not reported in the loaded dataset2023
Level Care Health ConsortiumNONE$245,685not reported in the loaded dataset2023
Foundry PartnersNONE$202,779not reported in the loaded dataset2023
Lord Abbett & Co. LLCNONE$167,024not reported in the loaded dataset2023
Proflex Administrators LLCNONE$163,758not reported in the loaded dataset2023
Amundi Asset Management Us, IncNONE$151,990not reported in the loaded dataset2023
Investment Performance Services LLCNONE$130,000$02023
Susanin Widman & Brennan PcNONE$122,397not reported in the loaded dataset2023
Michael WagnerNONE$114,750not reported in the loaded dataset2023
Schultheis & Panettieri, LlpAUDITOR$103,750not reported in the loaded dataset2023
Ian RueggNONE$100,981not reported in the loaded dataset2023
The Mckeogh CompanyNONE$100,000not reported in the loaded dataset2023
Joseph ObuchowiczNONE$94,787not reported in the loaded dataset2023
Pnc Capital Advisors, LLCNONE$89,126not reported in the loaded dataset2023
Mary FitzpatrickNONE$86,365not reported in the loaded dataset2023
Ben KieserNONE$85,583not reported in the loaded dataset2023
Kroll Heinemen Ptasiewicz & ParsonsNONE$84,558not reported in the loaded dataset2023
Piotr ToniaNONE$83,912not reported in the loaded dataset2023
Vincent MassiminiNONE$78,948not reported in the loaded dataset2023
Benito Camacho IiiNONE$75,102not reported in the loaded dataset2023
Judy IsaacsNONE$71,994not reported in the loaded dataset2023
Wedge Capital Management LLCNONE$71,748$02023
Ryan SicaNONE$68,201not reported in the loaded dataset2023
Jennifer MoralesNONE$64,262not reported in the loaded dataset2023
Notasha SquireNONE$58,822not reported in the loaded dataset2023
Nicole CambNONE$57,408not reported in the loaded dataset2023
Debbie KwiatekNONE$56,051not reported in the loaded dataset2023
Justin ChaneyNONE$55,682not reported in the loaded dataset2023
David LetushkoNONE$54,674not reported in the loaded dataset2023
Ella Oilam YungNONE$53,043not reported in the loaded dataset2023
Jaret GrannNONE$50,713not reported in the loaded dataset2023
Vance LundNONE$50,705not reported in the loaded dataset2023
The Bank Of New York MellonNONE$50,147$02023
Michelle JohnsonNONE$44,699not reported in the loaded dataset2023
Vania NievesNONE$44,392not reported in the loaded dataset2023
Jay BuhayNONE$42,857not reported in the loaded dataset2023
Seamus R BreenNONE$42,764not reported in the loaded dataset2023
Kadeidra D HarlingNONE$38,980not reported in the loaded dataset2023
Alicia VidraNONE$38,402not reported in the loaded dataset2023
Evelyn SotoNONE$37,128not reported in the loaded dataset2023
Arman RazviNONE$36,126not reported in the loaded dataset2023
Antonio BookinNONE$33,753not reported in the loaded dataset2023
Danielle BythellNONE$33,678not reported in the loaded dataset2023
Luma AlsheikhyousefNONE$31,500not reported in the loaded dataset2023
Jacob MadridNONE$30,455not reported in the loaded dataset2023
Caitlin AvsecNONE$28,978not reported in the loaded dataset2023
Vance LundNONE$28,419not reported in the loaded dataset2023
Erik LarsenNONE$28,030not reported in the loaded dataset2023
Erik SabolNONE$27,003not reported in the loaded dataset2023
Catherine ByrnesNONE$26,895not reported in the loaded dataset2023
Dianne ModicaNONE$25,873not reported in the loaded dataset2023
Rachel KillmerNONE$25,569not reported in the loaded dataset2023
Wagner Law GroupNONE$15,397not reported in the loaded dataset2023

Related Form 5500 pages