Plan5500

Eastern Atlantic States Carpenters Pension Fund — Form 5500 plan (Board Of Trustees Eastern Atlantic States Carpenters Pension 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 Pension Fund is a benefit plan reported by Board Of Trustees Eastern Atlantic States Carpenters Pension Fund under EIN 23-1613018 and plan number 001. The latest loaded filing year is 2023. The filing reports 35,004 participants and $4,733,825,357 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Eastern Atlantic States Carpenters Pension Fund
EIN
23-1613018
Plan number
001
Plan type
1
Location
Philadelphia, PA
Latest filing year
2023
Participants
35,004
End-of-year plan assets
$4,733,825,357

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202335,004H, C20241011110134NAL0021719889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,733,825,357
Total liabilities (EOY)
$439,002,261
Net assets (EOY)
$4,294,823,096
Net assets (BOY)
$4,114,082,938

Income & contributions

Employer contributions
$218,423,863
Total contributions
$218,423,863
Total income / additions
$540,123,875

Expenses & distributions

Benefits paid
$342,273,956
Administrative expenses
$17,109,761
Total expenses
$359,383,717
Net increase / (decrease)
$180,740,158

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sierra Investment Partners IncNONE$1,035,116not reported in the loaded dataset2023
Hardman Johnston Global AdvisorsNONE$946,024not reported in the loaded dataset2023
Wedge Capital Management LlpNONE$858,737$02023
Loomis Sayles & Company LpNONE$765,456$42,5292023
The Revolt Group LLCNONE$641,425not reported in the loaded dataset2023
Great Lakes Advisors LLCNONE$587,686not reported in the loaded dataset2023
Investment Performance Services LLCNONE$560,000$02023
Lord Abbett & Co LLCNONE$516,248not reported in the loaded dataset2023
Lowenstein Sandler LlpNONE$466,359not reported in the loaded dataset2023
Kroll Heineman Ptasiewicz & ParsonNONE$423,951not reported in the loaded dataset2023
Bridgeway Benefit TechnologiesNONE$391,036not reported in the loaded dataset2023
Eastern Atlantic State Reg CouncilNONE$326,666not reported in the loaded dataset2023
Schultheis & Panettieri LlpAUDITOR$323,987not reported in the loaded dataset2023
Stoneridge Investment Partners LLCNONE$304,255not reported in the loaded dataset2023
Chartwell Investment Partners LLCNONE$291,143not reported in the loaded dataset2023
The Mckeogh CompanyNONE$285,643not reported in the loaded dataset2023
Foundry Partners LLCNONE$276,162$02023
Segall Bryant & Hamill LLCNONE$270,833not reported in the loaded dataset2023
Segal Select Insurance Service IncNONE$0$228,4132023
Royal Printing ServiceNONE$170,774not reported in the loaded dataset2023
The Bank Of New York MellonNONE$161,899$02023
Susanin Widman & Brennan PcNONE$159,392not reported in the loaded dataset2023
National Investment Svcs Of AmerNONE$142,672not reported in the loaded dataset2023
Piotr ToniaNONE$105,891not reported in the loaded dataset2023
Dorothea KoubaNONE$97,604not reported in the loaded dataset2023
Joseph ObuchowiczNONE$94,431not reported in the loaded dataset2023
Ian RueggNONE$81,755not reported in the loaded dataset2023
Rachel CorradiNONE$79,986not reported in the loaded dataset2023
Eric SchecklerNONE$65,337not reported in the loaded dataset2023
Trident Abstract Title Agency, LLCNONE$63,291not reported in the loaded dataset2023
Heather HatchNONE$63,085not reported in the loaded dataset2023
Ryan SicaNONE$61,965not reported in the loaded dataset2023
Merrilyn GuardinoNONE$57,823not reported in the loaded dataset2023
Yvette SistrunkNONE$56,583not reported in the loaded dataset2023
David LetushkoNONE$54,931not reported in the loaded dataset2023
Stephanie Abass ShereefNONE$52,123not reported in the loaded dataset2023
Debbie KwiatekNONE$52,047not reported in the loaded dataset2023
Richard KennedyNONE$49,547not reported in the loaded dataset2023
Jaret GrannNONE$48,044not reported in the loaded dataset2023
Andrew PatinoNONE$45,462not reported in the loaded dataset2023
Mary GordonNONE$45,147not reported in the loaded dataset2023
Quill CorporationNONE$40,401not reported in the loaded dataset2023
Jay BuhayNONE$39,796not reported in the loaded dataset2023
Printerlogic Inc. Dba VasionNONE$37,400not reported in the loaded dataset2023
Jj Pierson EsqNONE$36,000not reported in the loaded dataset2023
Robert A PauroNONE$35,548not reported in the loaded dataset2023
Arman RazviNONE$33,546not reported in the loaded dataset2023
Antonio BookinNONE$30,752not reported in the loaded dataset2023
Jonathan Andrew LindenNONE$30,551not reported in the loaded dataset2023
Evelyn SotoNONE$29,971not reported in the loaded dataset2023
Jacob MadridNONE$28,279not reported in the loaded dataset2023
Seamus R BreenNONE$27,554not reported in the loaded dataset2023
Vance LundNONE$27,066not reported in the loaded dataset2023
Catherine ByrnesNONE$26,895not reported in the loaded dataset2023
Erik LarsenNONE$26,028not reported in the loaded dataset2023
Erik SabolNONE$25,074not reported in the loaded dataset2023
Iron Mountain Inc.NONE$18,673not reported in the loaded dataset2023
Proxyvote Plus Holdings IncNONE$12,000not reported in the loaded dataset2023
Proskauer Rose LlpNONE$8,241not reported in the loaded dataset2023
The Segal CompanyNONE$6,708not reported in the loaded dataset2023
Sitar Realty CompanyNONE$6,200$02023
Cdw Technology Services, Inc.NONE$6,054not reported in the loaded dataset2023
Wb Mason Co., Inc.NONE$5,391not reported in the loaded dataset2023
Delco Graphics, Inc.NONE$5,096not reported in the loaded dataset2023

Related Form 5500 pages