Ohio Carpenters' Pension Plan — Form 5500 plan (Trustees Of Ohio Carpenters' Pension 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, Ohio Carpenters' Pension Plan is a benefit plan reported by Trustees Of Ohio Carpenters' Pension Plan under EIN 34-6574360 and plan number 001. The latest loaded filing year is 2023. The filing reports 32,433 participants and $2,159,769,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ohio Carpenters' Pension Plan
- EIN
- 34-6574360
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 32,433
- End-of-year plan assets
- $2,159,769,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32,433 | H, C | 20250211121524NAL0009951587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,159,769,080
- Total liabilities (EOY)
- $51,412,927
- Net assets (EOY)
- $2,108,356,153
- Net assets (BOY)
- $2,127,769,995
Income & contributions
- Employer contributions
- $146,754,506
- Total contributions
- $146,754,506
- Total income / additions
- $256,298,042
Expenses & distributions
- Benefits paid
- $264,964,459
- Administrative expenses
- $10,747,425
- Total expenses
- $275,711,884
- Net increase / (decrease)
- -$19,413,842
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $1,661,938 | not reported in the loaded dataset | 2023 |
| Benesys Inc. | NONE | $1,474,360 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $875,266 | $0 | 2023 |
| Metwest Asset Management | NONE | $393,585 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $382,258 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $312,196 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $272,844 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services | NONE | $244,253 | not reported in the loaded dataset | 2023 |
| Ohio Carpenters Fringe Benefit Fund | RELATED ORGANIZATION | $243,381 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick | NONE | $195,209 | not reported in the loaded dataset | 2023 |
| Columbia Management Investment Adv | NONE | $129,976 | $0 | 2023 |
| Comerica | NONE | $79,547 | $0 | 2023 |
| American Graphics Printing Co | NONE | $70,721 | not reported in the loaded dataset | 2023 |
| Key Bank National Association | NONE | $54,085 | $0 | 2023 |
| Segal Select Insurance Service | NONE | $0 | $42,247 | 2023 |
| Org Portfolio Management | NONE | $39,194 | not reported in the loaded dataset | 2023 |
| Abel Noser Solutions | NONE | $31,250 | not reported in the loaded dataset | 2023 |
| Proxy Voteplus | NONE | $9,333 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $6,058 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ohio Carpenters' Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Morgan Stanley Smith Barney — Schedule C compensation
- Benesys Inc. — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Metwest Asset Management — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Sage Advisory Services — Schedule C compensation
- Ohio Carpenters Fringe Benefit Fund — Schedule C compensation
- Shumaker, Loop & Kendrick — Schedule C compensation
- Columbia Management Investment Adv — Schedule C compensation
- Comerica — Schedule C compensation
- American Graphics Printing Co — Schedule C compensation
- Key Bank National Association — Schedule C compensation
- Segal Select Insurance Service — Schedule C compensation
- Org Portfolio Management — Schedule C compensation
- Abel Noser Solutions — Schedule C compensation
- Proxy Voteplus — Schedule C compensation
- Invesco Trust Company — Schedule C compensation