Central Iowa Carpenters Pension Plan — Form 5500 plan (Board Of Trustees Central Iowa 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, Central Iowa Carpenters Pension Plan is a benefit plan reported by Board Of Trustees Central Iowa Carpenters Pension Plan under EIN 36-6066902 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,373 participants and $187,771,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Central Iowa Carpenters Pension Plan
- EIN
- 36-6066902
- Plan number
- 002
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 2,373
- End-of-year plan assets
- $187,771,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,373 | H, C | 20240819104507NAL0001409153004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $187,771,414
- Total liabilities (EOY)
- $148,596
- Net assets (EOY)
- $187,622,818
- Net assets (BOY)
- $173,485,181
Income & contributions
- Employer contributions
- $6,453,218
- Total contributions
- $6,453,218
- Total income / additions
- $25,829,282
Expenses & distributions
- Benefits paid
- $10,964,918
- Administrative expenses
- $726,727
- Total expenses
- $11,691,645
- Net increase / (decrease)
- $14,137,637
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | not reported in the loaded dataset | $132,360 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $99,498 | $4,855 | 2023 |
| Boston Trust & Investment Mgmt Co | not reported in the loaded dataset | $103,420 | $0 | 2023 |
| Alliance Bernstein L.P. | not reported in the loaded dataset | $68,729 | not reported in the loaded dataset | 2023 |
| Arnold, Newbold, Sollars & Hollins | not reported in the loaded dataset | $67,437 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | not reported in the loaded dataset | $65,000 | not reported in the loaded dataset | 2023 |
| Comerica | not reported in the loaded dataset | $37,687 | $0 | 2023 |
| Deboer & Associates, P.C. | not reported in the loaded dataset | $17,000 | not reported in the loaded dataset | 2023 |
| Community State Bank | not reported in the loaded dataset | $6,820 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Central Iowa Carpenters Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Wilson-Mcshane Corporation — Schedule C compensation
- The Segal Company — Schedule C compensation
- Boston Trust & Investment Mgmt Co — Schedule C compensation
- Alliance Bernstein L.P. — Schedule C compensation
- Arnold, Newbold, Sollars & Hollins — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Comerica — Schedule C compensation
- Deboer & Associates, P.C. — Schedule C compensation
- Community State Bank — Schedule C compensation