Carpenters & Millwrights Of Houston Vicinity Pension Fund — Form 5500 plan (Carpenters & Millwrights Of Houston & Vicinity 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 & Millwrights Of Houston Vicinity Pension Fund is a benefit plan reported by Carpenters & Millwrights Of Houston & Vicinity Pension Fund under EIN 74-6134999 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,369 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carpenters & Millwrights Of Houston & Vicinity Pension Fund
- EIN
- 74-6134999
- Plan number
- 001
- Plan type
- 1
- Location
- Goodletsville, TN
- Latest filing year
- 2023
- Participants
- 4,369
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,369 | H, C | 20241014154334NAL0013563059004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $201,514,312
Income & contributions
- Employer contributions
- $1,746,023
- Total contributions
- $1,746,023
- Total income / additions
- $16,716,411
Expenses & distributions
- Benefits paid
- $7,415,605
- Administrative expenses
- $1,190,320
- Total expenses
- $8,605,925
- Net increase / (decrease)
- $8,110,486
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stacey Braun Associates, Inc. | NONE | $156,464 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $91,319 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Verity | NONE | $72,341 | not reported in the loaded dataset | 2023 |
| Smith Affiliated Capital | NONE | $61,475 | not reported in the loaded dataset | 2023 |
| The Youngdahl Law Firm, P.C. | NONE | $50,216 | not reported in the loaded dataset | 2023 |
| Barrow Hanley Global Investors | NONE | $48,061 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $25,030 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $18,813 | not reported in the loaded dataset | 2023 |
| Gamco | NONE | $17,136 | not reported in the loaded dataset | 2023 |
| Osborn Carreiro & Associates | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $11,105 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carpenters & Millwrights Of Houston & Vicinity Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodletsville, TN
- Stacey Braun Associates, Inc. — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Verity — Schedule C compensation
- Smith Affiliated Capital — Schedule C compensation
- The Youngdahl Law Firm, P.C. — Schedule C compensation
- Barrow Hanley Global Investors — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Gamco — Schedule C compensation
- Osborn Carreiro & Associates — Schedule C compensation
- Regions Bank — Schedule C compensation