Southwest Carpenters Pension Trust — Form 5500 plan (Joint Board Of Trustees Southwest Carpenters Pension Trust)
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, Southwest Carpenters Pension Trust is a benefit plan reported by Joint Board Of Trustees Southwest Carpenters Pension Trust under EIN 95-6042875 and plan number 001. The latest loaded filing year is 2023. The filing reports 96,339 participants and $6,830,102,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Southwest Carpenters Pension Trust
- EIN
- 95-6042875
- Plan number
- 001
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 96,339
- End-of-year plan assets
- $6,830,102,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 96,339 | H, C | 20241014094308NAL0044024432005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,830,102,608
- Total liabilities (EOY)
- $5,271,005
- Net assets (EOY)
- $6,824,831,603
- Net assets (BOY)
- $6,061,379,994
Income & contributions
- Employer contributions
- $304,352,232
- Total contributions
- $304,352,232
- Total income / additions
- $1,151,310,709
Expenses & distributions
- Benefits paid
- $369,434,010
- Administrative expenses
- $18,425,090
- Total expenses
- $387,859,100
- Net increase / (decrease)
- $763,451,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carpenters Southwest Admin Corp. | ADM ORG. AND CONTRIBUTING | $5,559,143 | not reported in the loaded dataset | 2023 |
| Washington Capital | NONE | $3,126,953 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates | NONE | $1,030,000 | not reported in the loaded dataset | 2023 |
| Shanley Apc | NONE | $927,141 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc | NONE | $588,252 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $403,935 | $0 | 2023 |
| Us Bank | NONE | $393,228 | $0 | 2023 |
| Blackrock Institutional Trust Co. | NONE | $361,500 | not reported in the loaded dataset | 2023 |
| Yousif Capital Management | NONE | $294,930 | not reported in the loaded dataset | 2023 |
| Union Press | NONE | $285,970 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $239,250 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $214,068 | $1,269 | 2023 |
| Manatt, Phelps & Philipps LLC | NONE | $168,012 | not reported in the loaded dataset | 2023 |
| Zelis Payment Holdings (Red Card) | NONE | $61,919 | not reported in the loaded dataset | 2023 |
| Lexis Nexis, A Division Of Relx | NONE | $12,671 | not reported in the loaded dataset | 2023 |
| Turner, Stoeve, & Gagliardi | NONW | $10,481 | not reported in the loaded dataset | 2023 |
| Westcoast Archives | NONE | $10,195 | not reported in the loaded dataset | 2023 |
| Curtis Conyers | TRUSTEE | $8,750 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Mondress Monaco Parr Lockwood Pllc | NONE | $6,016 | not reported in the loaded dataset | 2023 |
| Lifestatus360, LLC | NONE | $6,010 | not reported in the loaded dataset | 2023 |
| Giact Systems | NONE | $5,261 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Southwest Carpenters Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Carpenters Southwest Admin Corp. — Schedule C compensation
- Washington Capital — Schedule C compensation
- Alan D. Biller & Associates — Schedule C compensation
- Shanley Apc — Schedule C compensation
- Cheiron, Inc — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Us Bank — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- Yousif Capital Management — Schedule C compensation
- Union Press — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Manatt, Phelps & Philipps LLC — Schedule C compensation
- Zelis Payment Holdings (Red Card) — Schedule C compensation
- Lexis Nexis, A Division Of Relx — Schedule C compensation
- Turner, Stoeve, & Gagliardi — Schedule C compensation
- Westcoast Archives — Schedule C compensation
- Curtis Conyers — Schedule C compensation
- The Segal Company — Schedule C compensation
- Mondress Monaco Parr Lockwood Pllc — Schedule C compensation
- Lifestatus360, LLC — Schedule C compensation
- Giact Systems — Schedule C compensation