Indiana State Council Of Carpenters Pension Fund — Form 5500 plan (Board Of Trustees Indiana State Council Of 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 State Council Of Carpenters Pension Fund is a benefit plan reported by Board Of Trustees Indiana State Council Of Carpenters Pension Fund under EIN 35-6060378 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,393 participants and $1,301,000,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Indiana State Council Of Carpenters Pension Fund
- EIN
- 35-6060378
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 8,393
- End-of-year plan assets
- $1,301,000,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,393 | H, C | 20250115125947NAL0011778003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,301,000,220
- Total liabilities (EOY)
- $3,036,888
- Net assets (EOY)
- $1,297,963,332
- Net assets (BOY)
- $1,156,142,971
Income & contributions
- Employer contributions
- $93,411,247
- Total contributions
- $93,411,247
- Total income / additions
- $255,178,756
Expenses & distributions
- Benefits paid
- $108,463,471
- Administrative expenses
- $4,894,924
- Total expenses
- $113,358,395
- Net increase / (decrease)
- $141,820,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $1,652,341 | $0 | 2023 |
| Benesys, Inc. | NONE | $500,239 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc | NONE | $280,890 | not reported in the loaded dataset | 2023 |
| Blackstone Infra. Advisors LLC | NONE | $235,928 | $0 | 2023 |
| Chevy Chase Trust | NONE | $220,510 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren | NONE | $203,641 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $170,779 | $0 | 2023 |
| Lm Henderson | NONE | $103,277 | not reported in the loaded dataset | 2023 |
| Pnc Institutional Investments | NONE | $75,529 | not reported in the loaded dataset | 2023 |
| Johnson And Krol | NONE | $73,810 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment Management | NONE | $55,042 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $44,107 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $43,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $34,559 | not reported in the loaded dataset | 2023 |
| American Graphics | NONE | $31,851 | not reported in the loaded dataset | 2023 |
| Victory Capital Management | NONE | $20,056 | $0 | 2023 |
| Invesco Advisers, Inc | NONE | $19,541 | $0 | 2023 |
| Marquette Associates | NONE | $17,667 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $14,858 | not reported in the loaded dataset | 2023 |
| L&G Inv. Mgmt. America, Inc. | NONE | $9,379 | $0 | 2023 |
| Grm Information Management | NONE | $8,206 | not reported in the loaded dataset | 2023 |
| Nccmp | NONE | $6,687 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Indiana State Council Of Carpenters Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Morgan Stanley — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- United Actuarial Services, Inc — Schedule C compensation
- Blackstone Infra. Advisors LLC — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Reinhart Boerner Van Deuren — Schedule C compensation
- Comerica — Schedule C compensation
- Lm Henderson — Schedule C compensation
- Pnc Institutional Investments — Schedule C compensation
- Johnson And Krol — Schedule C compensation
- J.P. Morgan Investment Management — Schedule C compensation
- Regions Bank — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- American Graphics — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Invesco Advisers, Inc — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- L&G Inv. Mgmt. America, Inc. — Schedule C compensation
- Grm Information Management — Schedule C compensation
- Nccmp — Schedule C compensation