Carpenters Local Union No. 345 Pension Fund — Form 5500 plan (Trustees - Carpenters Local Union No. 345 Pension Fund)
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. 345 Pension Fund is a benefit plan reported by Trustees - Carpenters Local Union No. 345 Pension Fund under EIN 62-6112262 and plan number 001. The latest loaded filing year is 2023. The filing reports 478 participants and $33,035,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Carpenters Local Union No. 345 Pension Fund
- EIN
- 62-6112262
- Plan number
- 001
- Plan type
- 1
- Location
- Bartlett, TN
- Latest filing year
- 2023
- Participants
- 478
- End-of-year plan assets
- $33,035,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 478 | H, C | 20241011120947NAL0038657632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,035,100
- Total liabilities (EOY)
- $48,856
- Net assets (EOY)
- $32,986,244
- Net assets (BOY)
- $26,242,971
Income & contributions
- Employer contributions
- $6,394,921
- Total contributions
- $6,394,921
- Total income / additions
- $9,674,496
Expenses & distributions
- Benefits paid
- $2,547,742
- Administrative expenses
- $383,481
- Total expenses
- $2,931,223
- Net increase / (decrease)
- $6,743,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Administrator | EMPLOYEE | $80,873 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $37,693 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $34,704 | $0 | 2023 |
| Atlanta Capital | NONE | $27,977 | $278 | 2023 |
| Needles & Associates LLC | NONE | $18,317 | not reported in the loaded dataset | 2023 |
| Osborne Carreiero & Associates | NONE | $15,300 | not reported in the loaded dataset | 2023 |
| First Horizon Bank | NONE | $14,777 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Carpenters Local Union No. 345 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Bartlett, TN
- Administrator — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Atlanta Capital — Schedule C compensation
- Needles & Associates LLC — Schedule C compensation
- Osborne Carreiero & Associates — Schedule C compensation
- First Horizon Bank — Schedule C compensation