Carpenters Industrial Council Of Eastern Pennsylvania Pension Plan — Form 5500 plan (The Trustee Of The Carpenters Industrial Council Of Eastern)
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, Carpenters Industrial Council Of Eastern Pennsylvania Pension Plan is a benefit plan reported by The Trustee Of The Carpenters Industrial Council Of Eastern under EIN 23-1729633 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $11,322,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Trustee Of The Carpenters Industrial Council Of Eastern
- EIN
- 23-1729633
- Plan number
- 001
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $11,322,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20250306091506NAL0006141187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,322,570
- Total liabilities (EOY)
- $144,001
- Net assets (EOY)
- $11,178,569
- Net assets (BOY)
- $11,151,451
Income & contributions
- Employer contributions
- $9,790
- Total contributions
- $9,790
- Total income / additions
- $639,476
Expenses & distributions
- Benefits paid
- $370,859
- Administrative expenses
- $241,499
- Total expenses
- $612,358
- Net increase / (decrease)
- $27,118
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Actuarial | NONE | $53,630 | not reported in the loaded dataset | 2023 |
| Ie Shaffer & Co. | NONE | $51,213 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $39,872 | not reported in the loaded dataset | 2023 |
| Cohen, Weiss And Simon Llp | NONE | $29,910 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital LLC | NONE | $23,218 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Company, Llp | NONE | $22,055 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Trustee Of The Carpenters Industrial Council Of Eastern
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- First Actuarial — Schedule C compensation
- Ie Shaffer & Co. — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Cohen, Weiss And Simon Llp — Schedule C compensation
- Atalanta Sosnoff Capital LLC — Schedule C compensation
- L.M. Henderson & Company, Llp — Schedule C compensation