Carpenters' Pension Trust Fund - Detroit And Vicinity — Form 5500 plan (Board Of Trustees Of Carpenters' Pension Trust Funddetroit&Vicinity)
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, Carpenters' Pension Trust Fund - Detroit And Vicinity is a benefit plan reported by Board Of Trustees Of Carpenters' Pension Trust Funddetroit&Vicinity under EIN 38-6242188 and plan number 001. The latest loaded filing year is 2023. The filing reports 22,576 participants and $718,704,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Carpenters' Pension Trust Funddetroit&Vicinity
- EIN
- 38-6242188
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 22,576
- End-of-year plan assets
- $718,704,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,576 | H, C | 20250217160009NAL0003393888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $718,704,764
- Total liabilities (EOY)
- $1,666,039
- Net assets (EOY)
- $717,038,725
- Net assets (BOY)
- $709,343,335
Income & contributions
- Employer contributions
- $119,977,290
- Total contributions
- $119,977,290
- Total income / additions
- $181,926,406
Expenses & distributions
- Benefits paid
- $168,766,223
- Administrative expenses
- $5,464,793
- Total expenses
- $174,231,016
- Net increase / (decrease)
- $7,695,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $1,161,664 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $819,615 | not reported in the loaded dataset | 2023 |
| Carpenters Fringe Benefit Funds Jdc | COLLECTION PROGRAM | $771,267 | not reported in the loaded dataset | 2023 |
| Novara, Tesija & Catenacci, Pllc | NONE | $371,051 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $360,281 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $349,769 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking | NONE | $275,000 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $188,600 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $152,374 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $105,386 | not reported in the loaded dataset | 2023 |
| Reinhart Partners, Inc. | NONE | $76,661 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $65,000 | not reported in the loaded dataset | 2023 |
| Westend Advisors | NONE | $62,830 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $54,374 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., Pllc | NONE | $50,025 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co | NONE | $25,435 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Carpenters' Pension Trust Funddetroit&Vicinity
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Carpenters Fringe Benefit Funds Jdc — Schedule C compensation
- Novara, Tesija & Catenacci, Pllc — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Reinhart Partners, Inc. — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Westend Advisors — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Bultynck & Co., Pllc — Schedule C compensation
- American Graphics Printing Co — Schedule C compensation