Indiana Carpenters Pension Fund — Form 5500 plan (Indiana Carpenters Pension 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, Indiana Carpenters Pension Fund is a benefit plan reported by Indiana Carpenters Pension Fund under EIN 35-6057648 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,583 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indiana Carpenters Pension Fund
- EIN
- 35-6057648
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 7,583
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,583 | H, C | 20240116173145NAL0001397072001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $581,052,279
Income & contributions
- Employer contributions
- $10,922,183
- Total contributions
- $10,922,183
- Total income / additions
- $32,537,233
Expenses & distributions
- Benefits paid
- $13,517,675
- Administrative expenses
- $626,312
- Total expenses
- $14,143,987
- Net increase / (decrease)
- $18,393,246
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Victory Capital Management | NONE | $282,429 | not reported in the loaded dataset | 2023 |
| Prime Property Fund, LLC | NONE | $84,048 | not reported in the loaded dataset | 2023 |
| Galliard Capital Management. Inc. | NONE | $68,079 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $67,712 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $62,436 | not reported in the loaded dataset | 2023 |
| Reinhart Attorneys At Law | NONE | $59,215 | not reported in the loaded dataset | 2023 |
| Parametric Defensive Fund | NONE | $31,498 | not reported in the loaded dataset | 2023 |
| Nottinghill Investor Advisors, Ltd | NONE | $30,642 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Company, Llp | NONE | $26,546 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $26,500 | not reported in the loaded dataset | 2023 |
| Pacific Asset Management | NONE | $19,747 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co. | NONE | $19,228 | not reported in the loaded dataset | 2023 |
| Pnc Institutional Investments | NONE | $14,861 | not reported in the loaded dataset | 2023 |
| Johnson & Krol | NONE | $7,852 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Indiana Carpenters Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Victory Capital Management — Schedule C compensation
- Prime Property Fund, LLC — Schedule C compensation
- Galliard Capital Management. Inc. — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Reinhart Attorneys At Law — Schedule C compensation
- Parametric Defensive Fund — Schedule C compensation
- Nottinghill Investor Advisors, Ltd — Schedule C compensation
- L.M. Henderson & Company, Llp — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Pacific Asset Management — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation
- Pnc Institutional Investments — Schedule C compensation
- Johnson & Krol — Schedule C compensation