Bismarck Mandan Carpenters Local 1091 Tax Deferral — Form 5500 plan (Board Of Trustees Of Bismarck-Mandan Carpenters Local 1091 Tax Deferra)
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, Bismarck Mandan Carpenters Local 1091 Tax Deferral is a benefit plan reported by Board Of Trustees Of Bismarck-Mandan Carpenters Local 1091 Tax Deferra under EIN 45-0414282 and plan number 002. The latest loaded filing year is 2023. The filing reports 942 participants and $17,741,069 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Bismarck-Mandan Carpenters Local 1091 Tax Deferra
- EIN
- 45-0414282
- Plan number
- 002
- Plan type
- 1
- Location
- Fargo, ND
- Latest filing year
- 2023
- Participants
- 942
- End-of-year plan assets
- $17,741,069
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 942 | H, C | 20241015145649NAL0030058817003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,741,069
- Total liabilities (EOY)
- $91,631
- Net assets (EOY)
- $17,649,438
- Net assets (BOY)
- $15,744,343
Income & contributions
- Employer contributions
- $850,607
- Total contributions
- $850,607
- Total income / additions
- $2,998,260
Expenses & distributions
- Benefits paid
- $924,036
- Administrative expenses
- $169,129
- Total expenses
- $1,093,165
- Net increase / (decrease)
- $1,905,095
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Nd | NONE | $71,507 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $64,311 | not reported in the loaded dataset | 2023 |
| Widmer Roel Pc | NONE | $16,900 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Bismarck-Mandan Carpenters Local 1091 Tax Deferra
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Fargo, ND
- Blue Cross Blue Shield Of Nd — Schedule C compensation
- Raymond James — Schedule C compensation
- Widmer Roel Pc — Schedule C compensation