Carpenters Pension Fund Of West Virginia — Form 5500 plan (Carpenters Pension 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 Pension Fund Of West Virginia is a benefit plan reported by Carpenters Pension Fund Of West Virginia under EIN 55-6027998 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,480 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carpenters Pension Fund Of West Virginia
- EIN
- 55-6027998
- Plan number
- 001
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 3,480
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,480 | H, C | 20241015153249NAL0028945857003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $274,164,794
Income & contributions
- Employer contributions
- $16,959,329
- Total contributions
- $16,959,329
- Total income / additions
- $54,287,814
Expenses & distributions
- Benefits paid
- $28,115,022
- Administrative expenses
- $1,438,027
- Total expenses
- $29,553,049
- Net increase / (decrease)
- $24,734,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Heitman LLC | NONE | $153,851 | $0 | 2023 |
| Asb Capital Management | NONE | $145,085 | not reported in the loaded dataset | 2023 |
| American Benefit Corporation | NONE | $141,404 | not reported in the loaded dataset | 2023 |
| Audax Senior Loan Idf Fund-E, L.P. | NONE | $140,070 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $120,400 | not reported in the loaded dataset | 2023 |
| Blackstone Infrastructure Partners | NONE | $114,384 | not reported in the loaded dataset | 2023 |
| Alan Biller Associates | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Abato, Rebenstein & Abato, P.A. | NONE | $98,575 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $88,800 | not reported in the loaded dataset | 2023 |
| Ifm Investors Advisor, LLC | NONE | $80,457 | $0 | 2023 |
| Harris, Hardin & Company, A.C. | NONE | $27,940 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $24,577 | not reported in the loaded dataset | 2023 |
| Builders Proloan Bond Fund, LLC | NONE | $24,470 | not reported in the loaded dataset | 2023 |
| Gray Griffith & Mays | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Invesco Management Company | NONE | $14,328 | $0 | 2023 |
| Pnc Bank | NONE | $7,739 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carpenters Pension Fund Of West Virginia
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- Heitman LLC — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- American Benefit Corporation — Schedule C compensation
- Audax Senior Loan Idf Fund-E, L.P. — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Blackstone Infrastructure Partners — Schedule C compensation
- Alan Biller Associates — Schedule C compensation
- Abato, Rebenstein & Abato, P.A. — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Ifm Investors Advisor, LLC — Schedule C compensation
- Harris, Hardin & Company, A.C. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Builders Proloan Bond Fund, LLC — Schedule C compensation
- Gray Griffith & Mays — Schedule C compensation
- Invesco Management Company — Schedule C compensation
- Pnc Bank — Schedule C compensation