Ohio Carpenters' Annuity Plan — Form 5500 plan (Board Of Trustees Ohio Carpenters' Annuity 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, Ohio Carpenters' Annuity Plan is a benefit plan reported by Board Of Trustees Ohio Carpenters' Annuity Fund under EIN 34-1778747 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,321 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ohio Carpenters' Annuity Fund
- EIN
- 34-1778747
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 16,321
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,321 | H, C | 20241231051845NAL0009019171001 |
| 2023 | 16,204 | H, C | 20241231053417NAL0018010081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $409,411,534
Income & contributions
- Employer contributions
- $7,017,652
- Total contributions
- $7,017,652
- Total income / additions
- $23,712,632
Expenses & distributions
- Benefits paid
- $3,743,402
- Administrative expenses
- $319,235
- Total expenses
- $4,062,637
- Net increase / (decrease)
- $19,649,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Serv | NONE | $1,511,986 | $0 | 2023 |
| John Hancock Retirement Plan Serv | NONE | $243,725 | $0 | 2023 |
| Benesys, Inc. | NONE | $154,500 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick, Llp | NONE | $80,455 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $51,630 | not reported in the loaded dataset | 2023 |
| Ohio Carpenters' Fbf, Inc. | NONE | $46,645 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $26,158 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co | NONE | $17,685 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $16,667 | not reported in the loaded dataset | 2023 |
| Ohio Carpenters' Fbf, Inc. | NONE | $11,661 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick, Llp | NONE | $9,315 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $8,860 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ohio Carpenters' Annuity Fund
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- John Hancock Retirement Plan Serv — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Shumaker, Loop & Kendrick, Llp — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Ohio Carpenters' Fbf, Inc. — Schedule C compensation
- American Graphics Printing Co — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation