Sw Oh Regional Council Of Carpenters Pension Plan — Form 5500 plan (Sw Oh Regional Council Of Carpenters)
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, Sw Oh Regional Council Of Carpenters Pension Plan is a benefit plan reported by Sw Oh Regional Council Of Carpenters under EIN 31-6127287 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,320 participants and $401,423,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sw Oh Regional Council Of Carpenters
- EIN
- 31-6127287
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 5,320
- End-of-year plan assets
- $401,423,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,320 | H, C | 20241007122722NAL0016053681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $401,423,040
- Total liabilities (EOY)
- $1,682,190
- Net assets (EOY)
- $399,740,850
- Net assets (BOY)
- $227,620,137
Income & contributions
- Employer contributions
- $17,576,663
- Total contributions
- $200,282,432
- Total income / additions
- $226,972,494
Expenses & distributions
- Benefits paid
- $53,351,585
- Administrative expenses
- $1,500,196
- Total expenses
- $54,851,781
- Net increase / (decrease)
- $172,120,713
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $196,447 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick, Llp | NONE | $185,254 | not reported in the loaded dataset | 2023 |
| Cuni, Rust & Strenk | NONE | $178,225 | not reported in the loaded dataset | 2023 |
| Foundry Partners, LLC | NONE | $120,259 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $95,000 | not reported in the loaded dataset | 2023 |
| Cs Mckee | NONE | $64,180 | not reported in the loaded dataset | 2023 |
| Acadian Global Managed Vol Eq Fund | NONE | $38,149 | not reported in the loaded dataset | 2023 |
| Pnc Bank, National Association | NONE | $28,441 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $26,502 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co. | NONE | $4,344 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sw Oh Regional Council Of Carpenters
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Shumaker, Loop & Kendrick, Llp — Schedule C compensation
- Cuni, Rust & Strenk — Schedule C compensation
- Foundry Partners, LLC — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Cs Mckee — Schedule C compensation
- Acadian Global Managed Vol Eq Fund — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation