Michigan Carpenters' Pension Fund — Form 5500 plan (Board Of Trustees, Michigan 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, Michigan Carpenters' Pension Fund is a benefit plan reported by Board Of Trustees, Michigan Carpenters' Pension Fund under EIN 38-6233978 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,716 participants and $724,692,488 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Michigan Carpenters' Pension Fund
- EIN
- 38-6233978
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 9,716
- End-of-year plan assets
- $724,692,488
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,716 | H, C | 20250616073007NAL0000352723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $724,692,488
- Total liabilities (EOY)
- $2,221,847
- Net assets (EOY)
- $722,470,641
- Net assets (BOY)
- $656,971,889
Income & contributions
- Employer contributions
- $66,877,655
- Total contributions
- $66,877,655
- Total income / additions
- $143,966,201
Expenses & distributions
- Benefits paid
- $75,376,349
- Administrative expenses
- $3,091,100
- Total expenses
- $78,467,449
- Net increase / (decrease)
- $65,498,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tic International | NONE | $523,904 | not reported in the loaded dataset | 2023 |
| Reinhart Partners, Inc. | NONE | $215,272 | $0 | 2023 |
| Clarkston Capital | NONE | $202,950 | not reported in the loaded dataset | 2023 |
| Nepc , LLC | NONE | $199,795 | not reported in the loaded dataset | 2023 |
| Jennifer Magwood | EMPLOYEE OF THE FUND | $98,125 | not reported in the loaded dataset | 2023 |
| Watkins Pawlick Calati & Prifiti Pc | NONE | $76,356 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $66,700 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $31,100 | not reported in the loaded dataset | 2023 |
| Trade Solutions | NONE | $29,015 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $25,199 | not reported in the loaded dataset | 2023 |
| Paychex Of New York LLC | NONE | $13,175 | not reported in the loaded dataset | 2023 |
| Piper Jaffray & Co | NONE | $10,173 | not reported in the loaded dataset | 2023 |
| Stifel Nicolaus & Company | NONE | $9,975 | not reported in the loaded dataset | 2023 |
| Dbi Business Interiors | NONE | $8,752 | not reported in the loaded dataset | 2023 |
| Segal Select | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Michigan Carpenters' Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Tic International — Schedule C compensation
- Reinhart Partners, Inc. — Schedule C compensation
- Clarkston Capital — Schedule C compensation
- Nepc , LLC — Schedule C compensation
- Jennifer Magwood — Schedule C compensation
- Watkins Pawlick Calati & Prifiti Pc — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Trade Solutions — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Paychex Of New York LLC — Schedule C compensation
- Piper Jaffray & Co — Schedule C compensation
- Stifel Nicolaus & Company — Schedule C compensation
- Dbi Business Interiors — Schedule C compensation
- Segal Select — Schedule C compensation