Carpenters & Joiners Defined Contribution Plan — Form 5500 plan (Board Of Trustees Of The Carpenters & Joiners Defined Contribution Pla)
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 & Joiners Defined Contribution Plan is a benefit plan reported by Board Of Trustees Of The Carpenters & Joiners Defined Contribution Pla under EIN 41-1824896 and plan number 001. The latest loaded filing year is 2023. The filing reports 22,190 participants and $718,854,174 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Carpenters & Joiners Defined Contribution Pla
- EIN
- 41-1824896
- Plan number
- 001
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 22,190
- End-of-year plan assets
- $718,854,174
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,190 | H, C | 20241011115205NAL0010884099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $718,854,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $718,854,174
- Net assets (BOY)
- $583,240,627
Income & contributions
- Employer contributions
- $48,723,312
- Total contributions
- $48,726,666
- Total income / additions
- $168,460,822
Expenses & distributions
- Benefits paid
- $31,518,201
- Administrative expenses
- $1,329,074
- Total expenses
- $32,847,275
- Net increase / (decrease)
- $135,613,547
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securian Financial Group | NONE | $369,721 | $0 | 2023 |
| Wilson Mcshane Corporation | NONE | $304,568 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $257,417 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $121,363 | not reported in the loaded dataset | 2023 |
| The Segerdahl Corporation | NONE | $31,992 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors, Inc | NONE | $30,492 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $22,402 | not reported in the loaded dataset | 2023 |
| Raff Printing, Inc. | NONE | $12,552 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Carpenters & Joiners Defined Contribution Pla
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Securian Financial Group — Schedule C compensation
- Wilson Mcshane Corporation — Schedule C compensation
- Milliman — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- The Segerdahl Corporation — Schedule C compensation
- Segal Marco Advisors, Inc — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Raff Printing, Inc. — Schedule C compensation