Industrial Carpenters And Precast Pension Plan — Form 5500 plan (Board Of Trustees Of Industrial Carpenters And Precast Pension Plan)
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, Industrial Carpenters And Precast Pension Plan is a benefit plan reported by Board Of Trustees Of Industrial Carpenters And Precast Pension Plan under EIN 94-6284211 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,063 participants and $117,790,960 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Industrial Carpenters And Precast Pension Plan
- EIN
- 94-6284211
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 2,063
- End-of-year plan assets
- $117,790,960
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,063 | H, C | 20250314153148NAL0044876066001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,790,960
- Total liabilities (EOY)
- $38,688
- Net assets (EOY)
- $117,752,272
- Net assets (BOY)
- $102,992,254
Income & contributions
- Employer contributions
- $3,971,274
- Total contributions
- $3,971,274
- Total income / additions
- $17,762,648
Expenses & distributions
- Benefits paid
- $2,386,797
- Administrative expenses
- $615,833
- Total expenses
- $3,002,630
- Net increase / (decrease)
- $14,760,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alan D Biller And Associates, Inc | NONE | $128,311 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $107,299 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $53,568 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $41,372 | $675 | 2023 |
| Withumsmith+Brown, Pc | NONE | $29,029 | not reported in the loaded dataset | 2023 |
| Carpenter Funds Administrative | NONE | $16,656 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $10,301 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $7,151 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Industrial Carpenters And Precast Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Alan D Biller And Associates, Inc — Schedule C compensation
- Benesys — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Carpenter Funds Administrative — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Wedge Capital Management — Schedule C compensation