Mid-America Carpenters Regional Council Supplemental Retirement Plan — Form 5500 plan (Board Of Trustees Of Mid-America Carp Reg Council Supplemental Retirem)
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-America Carpenters Regional Council Supplemental Retirement Plan is a benefit plan reported by Board Of Trustees Of Mid-America Carp Reg Council Supplemental Retirem under EIN 80-0636673 and plan number 001. The latest loaded filing year is 2023. The filing reports 37,274 participants and $1,788,799,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Mid-America Carp Reg Council Supplemental Retirem
- EIN
- 80-0636673
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 37,274
- End-of-year plan assets
- $1,788,799,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 37,274 | H, C | 20250310111051NAL0015950337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,788,799,198
- Total liabilities (EOY)
- $1,478,231
- Net assets (EOY)
- $1,787,320,967
- Net assets (BOY)
- $1,414,747,356
Income & contributions
- Employer contributions
- $167,646,372
- Total contributions
- $168,941,495
- Total income / additions
- $516,228,948
Expenses & distributions
- Benefits paid
- $141,130,874
- Administrative expenses
- $2,524,463
- Total expenses
- $143,655,337
- Net increase / (decrease)
- $372,573,611
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $1,066,597 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $113,452 | not reported in the loaded dataset | 2023 |
| Mcgann Ketterman & Rioux | NONE | $49,467 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren | NONE | $36,460 | not reported in the loaded dataset | 2023 |
| S. Bobowski | EMPLOYEE | $29,863 | not reported in the loaded dataset | 2023 |
| Remke Printing | NONE | $23,868 | not reported in the loaded dataset | 2023 |
| Gary Perinar Jr. | TRUSTEE | $0 | $23,300 | 2023 |
| Mcjessy, Ching & Thompson LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $15,118 | not reported in the loaded dataset | 2023 |
| Calibre | NONE | $12,914 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | NONE | $9,952 | not reported in the loaded dataset | 2023 |
| Carpenters Pension Fund Of Il | NONE | $8,050 | not reported in the loaded dataset | 2023 |
| Insight Direct Usa, Inc. | NONE | $5,517 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Mid-America Carp Reg Council Supplemental Retirem
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- John Hancock Retirement Plan Servic — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Mcgann Ketterman & Rioux — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Reinhart Boerner Van Deuren — Schedule C compensation
- S. Bobowski — Schedule C compensation
- Remke Printing — Schedule C compensation
- Gary Perinar Jr. — Schedule C compensation
- Mcjessy, Ching & Thompson LLC — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Calibre — Schedule C compensation
- Pension Benefit Information — Schedule C compensation
- Carpenters Pension Fund Of Il — Schedule C compensation
- Insight Direct Usa, Inc. — Schedule C compensation