Carpenters & Joiners Welfare Fund — Form 5500 plan (Board Of Trustees Of Carpenters & Joiners Welfare 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, Carpenters & Joiners Welfare Fund is a benefit plan reported by Board Of Trustees Of Carpenters & Joiners Welfare Fund under EIN 41-6024791 and plan number 501. The latest loaded filing year is 2023. The filing reports 15,119 participants and $341,734,795 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Carpenters & Joiners Welfare Fund
- EIN
- 41-6024791
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 15,119
- End-of-year plan assets
- $341,734,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,119 | H, C | 20241011115123NAL0022697361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $341,734,795
- Total liabilities (EOY)
- $38,936,125
- Net assets (EOY)
- $302,798,670
- Net assets (BOY)
- $269,677,558
Income & contributions
- Employer contributions
- $228,614,433
- Participant contributions
- $23,352,239
- Total contributions
- $251,966,672
- Total income / additions
- $269,201,451
Expenses & distributions
- Benefits paid
- $225,900,702
- Administrative expenses
- $10,179,637
- Total expenses
- $236,080,339
- Net increase / (decrease)
- $33,121,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $4,572,955 | not reported in the loaded dataset | 2023 |
| Umr | NONE | $3,183,557 | $104,015 | 2023 |
| T.E.A.M, LLC Administrators | NONE | $979,816 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $512,314 | not reported in the loaded dataset | 2023 |
| Stratacor | NONE | $418,157 | not reported in the loaded dataset | 2023 |
| The Segal Company (Midwest) Inc. | NONE | $264,141 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $229,145 | not reported in the loaded dataset | 2023 |
| Kutak Rock Llp | NONE | $45,046 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $39,974 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $30,492 | not reported in the loaded dataset | 2023 |
| Union Bank And Trust | NONE | $29,711 | $0 | 2023 |
| Raff Printing Inc | NONE | $21,234 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $15,031 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $13,920 | $0 | 2023 |
| The Marek Group | NONE | $13,601 | not reported in the loaded dataset | 2023 |
| Case Management Specialist Inc | NONE | $9,922 | not reported in the loaded dataset | 2023 |
| Consolidated Printing Company | NONE | $6,063 | not reported in the loaded dataset | 2023 |
| Frsecure LLC | NONE | $5,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Carpenters & Joiners Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Wilson-Mcshane Corporation — Schedule C compensation
- Umr — Schedule C compensation
- T.E.A.M, LLC Administrators — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Stratacor — Schedule C compensation
- The Segal Company (Midwest) Inc. — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Kutak Rock Llp — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Union Bank And Trust — Schedule C compensation
- Raff Printing Inc — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- The Marek Group — Schedule C compensation
- Case Management Specialist Inc — Schedule C compensation
- Consolidated Printing Company — Schedule C compensation
- Frsecure LLC — Schedule C compensation