Greater Pennsylvania Carpenters' Medical Plan — Form 5500 plan (Greater Pennsylvania Carpenters' Medical Plan)
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, Greater Pennsylvania Carpenters' Medical Plan is a benefit plan reported by Greater Pennsylvania Carpenters' Medical Plan under EIN 23-7007718 and plan number 501. The latest loaded filing year is 2023. The filing reports 7,925 participants and $397,391,244 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greater Pennsylvania Carpenters' Medical Plan
- EIN
- 23-7007718
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 7,925
- End-of-year plan assets
- $397,391,244
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,925 | H, C | 20241209104013NAL0006583859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $397,391,244
- Total liabilities (EOY)
- $139,923,136
- Net assets (EOY)
- $257,468,108
- Net assets (BOY)
- $221,576,218
Income & contributions
- Employer contributions
- $92,519,839
- Participant contributions
- $3,311,845
- Total contributions
- $95,831,684
- Total income / additions
- $139,664,422
Expenses & distributions
- Benefits paid
- $101,137,421
- Administrative expenses
- $2,635,111
- Total expenses
- $103,772,532
- Net increase / (decrease)
- $35,891,890
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carpenters Combined Funds, Inc. | ADMINISTRATOR | $2,116,075 | not reported in the loaded dataset | 2023 |
| Lytle Eap Partners | NONE | $286,087 | not reported in the loaded dataset | 2023 |
| The Segal Co. | NONE | $164,212 | not reported in the loaded dataset | 2023 |
| Stephen J. Obrien, Esq | NONE | $118,579 | not reported in the loaded dataset | 2023 |
| Pnc Advisors | CUSTODIAN | $106,185 | not reported in the loaded dataset | 2023 |
| C.S. Mckee | NONE | $99,718 | not reported in the loaded dataset | 2023 |
| Greenlight Information Services | NONE | $84,100 | not reported in the loaded dataset | 2023 |
| Corry Capital Advisors | NONE | $0 | $78,213 | 2023 |
| Pfm Asset Management LLC | NONE | $74,536 | not reported in the loaded dataset | 2023 |
| London Company | NONE | $64,400 | not reported in the loaded dataset | 2023 |
| Gridiron Partners | NONE | $59,273 | not reported in the loaded dataset | 2023 |
| Henry Rossi & Co., Llp | NONE | $43,675 | not reported in the loaded dataset | 2023 |
| Brown Brothers | NONE | $0 | $42,135 | 2023 |
| Prudential | NONE | $33,505 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $28,430 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $5,526 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Greater Pennsylvania Carpenters' Medical Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Carpenters Combined Funds, Inc. — Schedule C compensation
- Lytle Eap Partners — Schedule C compensation
- The Segal Co. — Schedule C compensation
- Stephen J. Obrien, Esq — Schedule C compensation
- Pnc Advisors — Schedule C compensation
- C.S. Mckee — Schedule C compensation
- Greenlight Information Services — Schedule C compensation
- Corry Capital Advisors — Schedule C compensation
- Pfm Asset Management LLC — Schedule C compensation
- London Company — Schedule C compensation
- Gridiron Partners — Schedule C compensation
- Henry Rossi & Co., Llp — Schedule C compensation
- Brown Brothers — Schedule C compensation
- Prudential — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- The Wagner Law Group — Schedule C compensation