Carpenters Local Union No 491 Annuity Plan — Form 5500 plan (Carpenters Local No 491 Annuity Plan)
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 Local Union No 491 Annuity Plan is a benefit plan reported by Carpenters Local No 491 Annuity Plan under EIN 52-1840473 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,736 participants and $31,837,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carpenters Local No 491 Annuity Plan
- EIN
- 52-1840473
- Plan number
- 002
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 8,736
- End-of-year plan assets
- $31,837,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,736 | H, C | 20241014143455NAL0013459459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,837,598
- Total liabilities (EOY)
- $76,646
- Net assets (EOY)
- $31,760,952
- Net assets (BOY)
- $25,628,967
Income & contributions
- Employer contributions
- $4,144,007
- Total contributions
- $4,144,007
- Total income / additions
- $7,894,562
Expenses & distributions
- Benefits paid
- $1,650,000
- Administrative expenses
- $112,577
- Total expenses
- $1,762,577
- Net increase / (decrease)
- $6,131,985
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ira Marc Miller And Co Pa | NONE | $16,000 | $0 | 2023 |
| Bolton Partners Investment Consulti | NONE | $12,420 | $0 | 2023 |
| York Insurance Services Inc | NONE | $6,681 | $0 | 2023 |
| Batoff Associates | NONE | $3,958 | $0 | 2023 |
| Associated Adminstrators | NONE | $3,416 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carpenters Local No 491 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Ira Marc Miller And Co Pa — Schedule C compensation
- Bolton Partners Investment Consulti — Schedule C compensation
- York Insurance Services Inc — Schedule C compensation
- Batoff Associates — Schedule C compensation
- Associated Adminstrators — Schedule C compensation