Carpenters Labor-Management Pension Plan — Form 5500 plan (United Brotherhood Of Carpenters Labor-Mgmt Pf Trustee)
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 Labor-Management Pension Plan is a benefit plan reported by United Brotherhood Of Carpenters Labor-Mgmt Pf Trustee under EIN 51-6091982 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,731 participants and $776,577,763 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Brotherhood Of Carpenters Labor-Mgmt Pf Trustee
- EIN
- 51-6091982
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 9,731
- End-of-year plan assets
- $776,577,763
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,731 | H, C | 20241015124814NAL0056212498005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $776,577,763
- Total liabilities (EOY)
- $260,584
- Net assets (EOY)
- $776,317,179
- Net assets (BOY)
- $370,176,467
Income & contributions
- Employer contributions
- $10,236,975
- Total contributions
- $10,236,975
- Total income / additions
- $54,141,986
Expenses & distributions
- Benefits paid
- $24,367,837
- Administrative expenses
- $3,612,702
- Total expenses
- $27,980,539
- Net increase / (decrease)
- $26,161,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackstone Group | NONE | $769,790 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | not reported in the loaded dataset | $418,584 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators Inc | NONE | $281,162 | not reported in the loaded dataset | 2023 |
| Heitman | NONE | $248,091 | not reported in the loaded dataset | 2023 |
| Gerding Edlen | NONE | $200,817 | not reported in the loaded dataset | 2023 |
| Shanley, Apc | NONE | $198,482 | not reported in the loaded dataset | 2023 |
| Alan Biller & Associates | NONE | $140,000 | not reported in the loaded dataset | 2023 |
| Mesa West | NONE | $130,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $127,373 | not reported in the loaded dataset | 2023 |
| Greenbriar Equity Group, L.P. | NONE | $91,476 | not reported in the loaded dataset | 2023 |
| Audax Management Company, LLC | NONE | $70,523 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $66,250 | not reported in the loaded dataset | 2023 |
| Thomabravo | NONE | $50,480 | not reported in the loaded dataset | 2023 |
| Genstar Capital | NONE | $48,870 | not reported in the loaded dataset | 2023 |
| Yousif Capital Management | NONE | $45,013 | not reported in the loaded dataset | 2023 |
| Bernhard Capital Partners | NONE | $26,326 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $17,538 | not reported in the loaded dataset | 2023 |
| Bancfirst | NONE | $11,904 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Brotherhood Of Carpenters Labor-Mgmt Pf Trustee
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Blackstone Group — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Southern Benefit Administrators Inc — Schedule C compensation
- Heitman — Schedule C compensation
- Gerding Edlen — Schedule C compensation
- Shanley, Apc — Schedule C compensation
- Alan Biller & Associates — Schedule C compensation
- Mesa West — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Greenbriar Equity Group, L.P. — Schedule C compensation
- Audax Management Company, LLC — Schedule C compensation
- Blackrock — Schedule C compensation
- Thomabravo — Schedule C compensation
- Genstar Capital — Schedule C compensation
- Yousif Capital Management — Schedule C compensation
- Bernhard Capital Partners — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Bancfirst — Schedule C compensation