Mid-Atlantic Regional Council Of Carpenters' Annuity Fund — Form 5500 plan (Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' Annuity)
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' Annuity Fund is a benefit plan reported by Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' Annuity under EIN 54-1999516 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,291 participants and $122,066,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' Annuity
- EIN
- 54-1999516
- Plan number
- 001
- Plan type
- 1
- Location
- Oxon Hill, MD
- Latest filing year
- 2023
- Participants
- 13,291
- End-of-year plan assets
- $122,066,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,291 | H, C | 20241009144705NAL0019464001003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $122,066,403
- Total liabilities (EOY)
- $360,378
- Net assets (EOY)
- $121,706,025
- Net assets (BOY)
- $122,294,903
Income & contributions
- Employer contributions
- $8,986,684
- Total contributions
- $8,986,684
- Total income / additions
- $14,350,293
Expenses & distributions
- Benefits paid
- $13,955,851
- Administrative expenses
- $983,320
- Total expenses
- $14,939,171
- Net increase / (decrease)
- -$588,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith-American Administrators | NONE | $351,885 | not reported in the loaded dataset | 2023 |
| Asb Capital | NONE | $123,635 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $54,969 | not reported in the loaded dataset | 2023 |
| Sierra | NONE | $47,178 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | NONE | $43,878 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $41,109 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $39,789 | not reported in the loaded dataset | 2023 |
| Chartwell Inv Partners | NONE | $35,557 | not reported in the loaded dataset | 2023 |
| Investment Performance Service | NONE | $34,000 | not reported in the loaded dataset | 2023 |
| Blackstone Infrastructure Partners | NONE | $33,970 | $0 | 2023 |
| Hardman Johnston | NONE | $31,603 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $27,483 | not reported in the loaded dataset | 2023 |
| Segall Investment | NONE | $22,900 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $17,174 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust | NONE | $16,251 | $0 | 2023 |
| Segal Select Insurance | NONE | $0 | $7,367 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Mid-Atlantic Regional Council Of Carpenters' Annuity
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Oxon Hill, MD
- Zenith-American Administrators — Schedule C compensation
- Asb Capital — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Sierra — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Chartwell Inv Partners — Schedule C compensation
- Investment Performance Service — Schedule C compensation
- Blackstone Infrastructure Partners — Schedule C compensation
- Hardman Johnston — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Segall Investment — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Segal Select Insurance — Schedule C compensation