Carpenters Health Fund Of West Virginia — Form 5500 plan (Carpenters Health Fund Of West Virginia)
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 Health Fund Of West Virginia is a benefit plan reported by Carpenters Health Fund Of West Virginia under EIN 55-0621800 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,569 participants and $30,042,824 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carpenters Health Fund Of West Virginia
- EIN
- 55-0621800
- Plan number
- 501
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 1,569
- End-of-year plan assets
- $30,042,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,569 | H, C | 20250715134736NAL0002167889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,042,824
- Total liabilities (EOY)
- $5,015,741
- Net assets (EOY)
- $25,027,083
- Net assets (BOY)
- $23,405,006
Income & contributions
- Employer contributions
- $17,027,209
- Participant contributions
- $2,382,315
- Total contributions
- $19,409,524
- Total income / additions
- $24,389,333
Expenses & distributions
- Benefits paid
- $21,833,786
- Administrative expenses
- $933,470
- Total expenses
- $22,767,256
- Net increase / (decrease)
- $1,622,077
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Benefit Corporation | NONE | $382,624 | $0 | 2023 |
| The Union Life Insurance Company | NONE | $138,428 | $0 | 2023 |
| Symetra Life Insurance Company | NONE | $93,150 | $0 | 2023 |
| United Actuarial Services | NONE | $60,000 | $0 | 2023 |
| Alan Biller And Associates | NONE | $45,000 | $0 | 2023 |
| Abato, Rubenstein And Abato, Pa | NONE | $40,278 | $0 | 2023 |
| Gray, Griffith & Mays, A.C. | NONE | $19,000 | $0 | 2023 |
| Harris Hardin & Company | NONE | $13,059 | $0 | 2023 |
| Johnson Printing Company | NONE | $7,607 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carpenters Health Fund Of West Virginia
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- American Benefit Corporation — Schedule C compensation
- The Union Life Insurance Company — Schedule C compensation
- Symetra Life Insurance Company — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Alan Biller And Associates — Schedule C compensation
- Abato, Rubenstein And Abato, Pa — Schedule C compensation
- Gray, Griffith & Mays, A.C. — Schedule C compensation
- Harris Hardin & Company — Schedule C compensation
- Johnson Printing Company — Schedule C compensation