Marine Carpenters Pension Fund — Form 5500 plan (Board Of Trustees, Marine Carpenters 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, Marine Carpenters Pension Fund is a benefit plan reported by Board Of Trustees, Marine Carpenters Pension Fund under EIN 94-6272731 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,198 participants and $56,540,698 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$56.5MPlan net assets, end of year$56,488,245
Participants1.2KCovered participants reported1,198
Assets / participant$47.2KComputed: assets ÷ participants$47,196 (computed)
Provider compensation$593.5K10 Schedule C provider row(s)$593,548
- Plan sponsor
- Board Of Trustees, Marine Carpenters Pension Fund
- EIN
- 94-6272731
- Plan number
- 001
- Plan type
- 1
- Location
- San Ramon, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,198 | H, C | 20250108185505NAL0006249843001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$56.5M total assets
Net assets$56.5MLiabilities$52.5K
Full reported line items
Net assets
- Total assets (EOY)
- $56,540,698
- Total liabilities (EOY)
- $52,453
- Net assets (EOY)
- $56,488,245
- Net assets (BOY)
- $55,542,968
Income & contributions
- Employer contributions
- $1,163,434
- Total contributions
- $1,163,434
- Total income / additions
- $9,182,714
Expenses & distributions
- Benefits paid
- $7,551,941
- Administrative expenses
- $685,496
- Total expenses
- $8,237,437
- Net increase / (decrease)
- $945,277
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income82%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $232,262 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $150,271 | not reported in the loaded dataset | 2023 |
| Quest Investment Mgmt Inc. | NONE | $55,144 | not reported in the loaded dataset | 2023 |
| Verus Advisory Inc | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Law Offices Of Carroll And Scully | NONE | $44,200 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $19,760 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $17,052 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $13,856 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | NONE | $5,598 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $5,405 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Marine Carpenters Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Ramon, CA
- Benesys, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Quest Investment Mgmt Inc. — Schedule C compensation
- Verus Advisory Inc — Schedule C compensation
- Law Offices Of Carroll And Scully — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Pension Benefit Information — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation