Ohio Carpenters' Health Plan — Form 5500 plan (Joint Board Of Trustees Ohio Carpenters' Health 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, Ohio Carpenters' Health Plan is a benefit plan reported by Joint Board Of Trustees Ohio Carpenters' Health Fund under EIN 45-0593187 and plan number 501. The latest loaded filing year is 2023. The filing reports 10,678 participants and $171,432,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Ohio Carpenters' Health Fund
- EIN
- 45-0593187
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 10,678
- End-of-year plan assets
- $171,432,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,678 | H, C | 20250218174256NAL0003144753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $171,432,232
- Total liabilities (EOY)
- $107,768,696
- Net assets (EOY)
- $63,663,536
- Net assets (BOY)
- $53,269,336
Income & contributions
- Employer contributions
- $135,687,702
- Participant contributions
- $18,826,917
- Total contributions
- $154,514,619
- Total income / additions
- $159,302,759
Expenses & distributions
- Benefits paid
- $146,423,137
- Administrative expenses
- $2,485,422
- Total expenses
- $148,908,559
- Net increase / (decrease)
- $10,394,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independence Administrators | not reported in the loaded dataset | $3,154,200 | not reported in the loaded dataset | 2023 |
| Medco Containment Life Insurance | not reported in the loaded dataset | $2,416,916 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurace Co | not reported in the loaded dataset | $1,925,560 | not reported in the loaded dataset | 2023 |
| Benesys | not reported in the loaded dataset | $892,830 | not reported in the loaded dataset | 2023 |
| Delta Dental | not reported in the loaded dataset | $315,596 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | not reported in the loaded dataset | $154,500 | not reported in the loaded dataset | 2023 |
| Asherkelly | not reported in the loaded dataset | $128,419 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $92,396 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | not reported in the loaded dataset | $90,000 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services | not reported in the loaded dataset | $87,976 | not reported in the loaded dataset | 2023 |
| American Graphics | not reported in the loaded dataset | $54,980 | not reported in the loaded dataset | 2023 |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $42,375 | not reported in the loaded dataset | 2023 |
| Keybank | not reported in the loaded dataset | $31,703 | not reported in the loaded dataset | 2023 |
| Pnc Bank | not reported in the loaded dataset | $30,665 | not reported in the loaded dataset | 2023 |
| Access | not reported in the loaded dataset | $13,337 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Ohio Carpenters' Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Independence Administrators — Schedule C compensation
- Medco Containment Life Insurance — Schedule C compensation
- The Union Labor Life Insurace Co — Schedule C compensation
- Benesys — Schedule C compensation
- Delta Dental — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Asherkelly — Schedule C compensation
- The Segal Company — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Sage Advisory Services — Schedule C compensation
- American Graphics — Schedule C compensation
- Ciuni & Panichi, Inc. — Schedule C compensation
- Keybank — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Access — Schedule C compensation