Mid-Atlantic Regional Council Of Carpenters' Pension Plan — Form 5500 plan (Board Of Trustees - Marc Pension 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, Mid-Atlantic Regional Council Of Carpenters' Pension Plan is a benefit plan reported by Board Of Trustees - Marc Pension Plan under EIN 52-6051388 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,173 participants and $556,728,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Marc Pension Plan
- EIN
- 52-6051388
- Plan number
- 001
- Plan type
- 1
- Location
- Oxon Hill, MD
- Latest filing year
- 2023
- Participants
- 10,173
- End-of-year plan assets
- $556,728,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,173 | H, C | 20241009144705NAL0019464001002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $556,728,797
- Total liabilities (EOY)
- $330,600
- Net assets (EOY)
- $556,398,197
- Net assets (BOY)
- $552,481,919
Income & contributions
- Employer contributions
- $23,461,896
- Total contributions
- $23,461,896
- Total income / additions
- $52,961,069
Expenses & distributions
- Benefits paid
- $45,440,106
- Administrative expenses
- $3,604,685
- Total expenses
- $49,044,791
- Net increase / (decrease)
- $3,916,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith | NONE | $934,015 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $347,945 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners | NONE | $242,249 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | NONE | $205,659 | not reported in the loaded dataset | 2023 |
| Segal & Company | NONE | $204,945 | not reported in the loaded dataset | 2023 |
| Asb Capital | NONE | $169,786 | $0 | 2023 |
| U.S. Real Estate Investment Fund Ll | NONE | $169,735 | not reported in the loaded dataset | 2023 |
| Blackstone | NONE | $169,691 | $0 | 2023 |
| Investment Performance Services | NONE | $168,750 | not reported in the loaded dataset | 2023 |
| Hardman Johnston | NONE | $122,092 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $67,982 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $61,778 | $0 | 2023 |
| O'Donoghue & O'Donoghue | NONE | $51,043 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $47,622 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | not reported in the loaded dataset | $41,109 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc. | NONE | $38,489 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $31,534 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $0 | $21,637 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Marc Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Oxon Hill, MD
- Zenith — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Sierra Investment Partners — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Segal & Company — Schedule C compensation
- Asb Capital — Schedule C compensation
- U.S. Real Estate Investment Fund Ll — Schedule C compensation
- Blackstone — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Hardman Johnston — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Calibre Cpa Group, Pllc. — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Segal Select Insurance — Schedule C compensation