Plan5500

N. Atlantic States Carp. Pension Fund — Form 5500 plan (Bot Of The North Atlantic States Carpenters Pension 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, N. Atlantic States Carp. Pension Fund is a benefit plan reported by Bot Of The North Atlantic States Carpenters Pension Fund under EIN 51-6040899 and plan number 001. The latest loaded filing year is 2023. The filing reports 46,134 participants and $4,973,349,354 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bot Of The North Atlantic States Carpenters Pension Fund
EIN
51-6040899
Plan number
001
Plan type
1
Location
Wilmington, MA
Latest filing year
2023
Participants
46,134
End-of-year plan assets
$4,973,349,354

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202346,134H, C20241010155658NAL0036359600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,973,349,354
Total liabilities (EOY)
$184,804,556
Net assets (EOY)
$4,788,544,798
Net assets (BOY)
$4,581,867,339

Income & contributions

Employer contributions
$279,148,814
Total contributions
$279,148,814
Total income / additions
$596,645,811

Expenses & distributions

Benefits paid
$366,036,757
Administrative expenses
$23,931,595
Total expenses
$389,968,352
Net increase / (decrease)
$206,677,459

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Meketa Investment Group Inc.NONE$1,009,581not reported in the loaded dataset2023
Vitech Systems Sub LLCNONE$945,629not reported in the loaded dataset2023
Artisan Partners Lmtd PartnershipNONE$892,767$02023
Schultheis & Panettieri LlpNONE$783,634not reported in the loaded dataset2023
Bny Mellon Investment Adviser Inc.NONE$759,334$02023
Loomis Sayles & CompanyNONE$713,939$02023
The Segal Company (Eastern States)NONE$671,133not reported in the loaded dataset2023
Washington Capital Management IncNONE$628,660not reported in the loaded dataset2023
Hardman Johnston Global Advisors LlNONE$446,588not reported in the loaded dataset2023
Lsv Asset ManagementNONE$361,715not reported in the loaded dataset2023
Cove Street CapitalNONE$350,080not reported in the loaded dataset2023
Midior ConsultingNONE$320,040not reported in the loaded dataset2023
Acadian Asset Management LLCNONE$313,976not reported in the loaded dataset2023
State Street Bank & Trust CoNONE$301,457$02023
Prisa IiiNONE$257,108not reported in the loaded dataset2023
Rice Hall James & Assoc LLCNONE$256,522$02023
Wellington Trust Company NaNONE$247,526not reported in the loaded dataset2023
Novak Francella LLCNONE$236,201not reported in the loaded dataset2023
Employee ANONE$230,770not reported in the loaded dataset2023
Employee BNONE$228,056not reported in the loaded dataset2023
The Revolt Group LLCNONE$207,125not reported in the loaded dataset2023
Krakow Souris & Landry LLCNONE$191,471not reported in the loaded dataset2023
Employee CNONE$191,002not reported in the loaded dataset2023
Jp Morgan Chase Bank Natl AssocNONE$172,265not reported in the loaded dataset2023
Employee DNONE$167,563not reported in the loaded dataset2023
O'Reilly Grosso Gross & Jones PcNONE$166,733not reported in the loaded dataset2023
Dodge & Cox Investment ManagersNONE$166,707$02023
Blackrock Instl Trust Company NaNONE$159,166$02023
Employee ENONE$153,975not reported in the loaded dataset2023
Arcara Lenda Eusanio & Stacey CpasNONE$149,082not reported in the loaded dataset2023
Virginia & Ambinder LlpNONE$142,935not reported in the loaded dataset2023
Employee FNONE$142,758not reported in the loaded dataset2023
Employee GNONE$142,358not reported in the loaded dataset2023
Employee HNONE$132,337not reported in the loaded dataset2023
Employee INONE$132,252not reported in the loaded dataset2023
Employee JNONE$132,044not reported in the loaded dataset2023
Employee KNONE$126,412not reported in the loaded dataset2023
Bridgeway Benefit TechnologiesNONE$124,098not reported in the loaded dataset2023
Employee LNONE$122,214not reported in the loaded dataset2023
Employee MNONE$120,435not reported in the loaded dataset2023
Employee NNONE$119,622not reported in the loaded dataset2023
Employee ONONE$118,416not reported in the loaded dataset2023
Employee PNONE$113,346not reported in the loaded dataset2023
Employee QNONE$109,431not reported in the loaded dataset2023
Employee RNONE$106,608not reported in the loaded dataset2023
Employee SNONE$105,354not reported in the loaded dataset2023
Employee TNONE$104,435not reported in the loaded dataset2023
Employee UNONE$102,461not reported in the loaded dataset2023
First Actuarial Consulting IncNONE$102,400not reported in the loaded dataset2023
Employee VNONE$101,651not reported in the loaded dataset2023
Employee WNONE$96,489not reported in the loaded dataset2023
Withum Smith & Brown PcNONE$94,300not reported in the loaded dataset2023
Abrdn IncNONE$93,689$02023
Employee XNONE$90,984not reported in the loaded dataset2023
Employee YNONE$90,164not reported in the loaded dataset2023
Employee ZNONE$90,116not reported in the loaded dataset2023
Employee AaNONE$89,457not reported in the loaded dataset2023
Employee AbNONE$87,190not reported in the loaded dataset2023
Employee AcNONE$87,159not reported in the loaded dataset2023
Employee AdNONE$80,162not reported in the loaded dataset2023
Employee AeNONE$80,145not reported in the loaded dataset2023
Employee AfNONE$78,762not reported in the loaded dataset2023
Employee AgNONE$78,654not reported in the loaded dataset2023
Employee AhNONE$77,696not reported in the loaded dataset2023
Employee AiNONE$77,616not reported in the loaded dataset2023
Employee AjNONE$76,006not reported in the loaded dataset2023
Employee AkNONE$76,003not reported in the loaded dataset2023
Employee AlNONE$73,128not reported in the loaded dataset2023
Employee AmNONE$72,396not reported in the loaded dataset2023
Employee AnNONE$72,374not reported in the loaded dataset2023
Employee AoNONE$71,293not reported in the loaded dataset2023
Employee ApNONE$70,117not reported in the loaded dataset2023
Employee AqNONE$69,444not reported in the loaded dataset2023
Loomis Sayles & CompanyNONE$68,783not reported in the loaded dataset2023
Employee ArNONE$68,479not reported in the loaded dataset2023
Employee AsNONE$67,610not reported in the loaded dataset2023
Employee AtNONE$67,530not reported in the loaded dataset2023
Employee AuNONE$67,432not reported in the loaded dataset2023
Employee AvNONE$67,284not reported in the loaded dataset2023
Employee AwNONE$65,943not reported in the loaded dataset2023
Employee AxNONE$63,753not reported in the loaded dataset2023
Employee AyNONE$63,355not reported in the loaded dataset2023
Employee AzNONE$63,270not reported in the loaded dataset2023
Employee BaNONE$62,987not reported in the loaded dataset2023
Employee BbNONE$62,204not reported in the loaded dataset2023
Employee BcNONE$61,975not reported in the loaded dataset2023
Employee BdNONE$61,086not reported in the loaded dataset2023
Employee BeNONE$59,736not reported in the loaded dataset2023
Employee BfNONE$59,725not reported in the loaded dataset2023
Perfect Printing SolutionsNONE$59,486not reported in the loaded dataset2023
Employee BgNONE$59,019not reported in the loaded dataset2023
Employee BhNONE$57,491not reported in the loaded dataset2023
Employee BiNONE$57,114not reported in the loaded dataset2023
Employee BjNONE$56,591not reported in the loaded dataset2023
Employee BkNONE$56,561not reported in the loaded dataset2023
Employee BlNONE$56,015not reported in the loaded dataset2023
Rhumbline Advisers Lmtd PartnershipNONE$55,765not reported in the loaded dataset2023
Iron MountainNONE$55,436not reported in the loaded dataset2023
Employee BmNONE$55,431not reported in the loaded dataset2023
Employee BnNONE$55,113not reported in the loaded dataset2023
Employee BoNONE$54,967not reported in the loaded dataset2023
Employee BpNONE$54,415not reported in the loaded dataset2023
Chevy Chase Trust CompanyNONE$54,264not reported in the loaded dataset2023
Employee BqNONE$54,196not reported in the loaded dataset2023
Employee BrNONE$53,561not reported in the loaded dataset2023
Employee BsNONE$53,444not reported in the loaded dataset2023
Employee BtNONE$53,011not reported in the loaded dataset2023
Employee BuNONE$52,724not reported in the loaded dataset2023
Employee BvNONE$51,751not reported in the loaded dataset2023
Opus Investment Advisors LLCNONE$51,358not reported in the loaded dataset2023
Employee BwNONE$51,124not reported in the loaded dataset2023
Employee BxNONE$50,390not reported in the loaded dataset2023
Employee ByNONE$49,727not reported in the loaded dataset2023
Employee BzNONE$49,451not reported in the loaded dataset2023
Employee CaNONE$49,337not reported in the loaded dataset2023
Employee CbNONE$48,568not reported in the loaded dataset2023
Employee CcNONE$48,535not reported in the loaded dataset2023
Employee CdNONE$48,144not reported in the loaded dataset2023
Employee CeNONE$46,488not reported in the loaded dataset2023
Employee CfNONE$46,160not reported in the loaded dataset2023
Hygrade Business GroupNONE$45,618not reported in the loaded dataset2023
Employee CgNONE$45,178not reported in the loaded dataset2023
Employee ChNONE$45,116not reported in the loaded dataset2023
National Software IncNONE$44,878not reported in the loaded dataset2023
The Journeyman PressNONE$44,877not reported in the loaded dataset2023
Employee CiNONE$44,183not reported in the loaded dataset2023
Employee CjNONE$44,038not reported in the loaded dataset2023
Employee CkNONE$43,313not reported in the loaded dataset2023
Employee ClNONE$43,210not reported in the loaded dataset2023
Employee CmNONE$42,382not reported in the loaded dataset2023
Employee CnNONE$41,339not reported in the loaded dataset2023
Employee CoNONE$41,339not reported in the loaded dataset2023
Employee CpNONE$41,093not reported in the loaded dataset2023
Employee CqNONE$39,430not reported in the loaded dataset2023
Commonwealth Cash Management CorpNONE$38,917not reported in the loaded dataset2023
Employee CrNONE$36,928not reported in the loaded dataset2023
Employee CsNONE$36,311not reported in the loaded dataset2023
Jj PiersonNONE$36,000not reported in the loaded dataset2023
Employee CtNONE$35,956not reported in the loaded dataset2023
Employee CuNONE$34,825not reported in the loaded dataset2023
Employee CvNONE$33,205not reported in the loaded dataset2023
Segal Select Insurance Scvs IncNONE$0$33,1432023
Employee CwNONE$32,536not reported in the loaded dataset2023
American Cleaning CompanyNONE$32,274not reported in the loaded dataset2023
Employee CxNONE$32,227not reported in the loaded dataset2023
Rbc Global Asset ManagementNONE$31,820not reported in the loaded dataset2023
Employee CyNONE$29,728not reported in the loaded dataset2023
Johnson Controls Security SolutionsNONE$29,650not reported in the loaded dataset2023
Employee CzNONE$28,783not reported in the loaded dataset2023
Performance Environmental ServicesNONE$20,854not reported in the loaded dataset2023
Stratus Building SolutionsNONE$18,888not reported in the loaded dataset2023
New England Systems IncNONE$15,283not reported in the loaded dataset2023
Proxyvote Plus Holdings IncNONE$13,500not reported in the loaded dataset2023
Frontline Courier Service IncNONE$13,040not reported in the loaded dataset2023
Global Knowledge Training LLCNONE$12,900not reported in the loaded dataset2023
Amalgamated Medical Care ManagementNONE$12,238not reported in the loaded dataset2023
Land SolutionsNONE$11,415not reported in the loaded dataset2023
Lendingclub BankNONE$9,975not reported in the loaded dataset2023
Pwc Management Consulting Co LtdNONE$8,201not reported in the loaded dataset2023
Potomac Asset ManagementNONE$7,500not reported in the loaded dataset2023
Lifestatus360 LLCNONE$6,397not reported in the loaded dataset2023
State Street Global Advisors TrustNONE$5,454$02023
Miller Landscaping IncNONE$5,379not reported in the loaded dataset2023
Union Labor Life Insurance CompanyNONE$0$02023

Related Form 5500 pages