2023 Form 5500 filing — Sw Oh Regional Council Of Carpenters Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007122722NAL0016053681001) for Sw Oh Regional Council Of Carpenters Pension Plan, reported by Sw Oh Regional Council Of Carpenters under EIN 31-6127287 and plan number 001. It reports 5,320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007122722NAL0016053681001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sw Oh Regional Council Of Carpenters
- EIN
- 31-6127287
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 5,320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $401,423,040
- Total liabilities (EOY)
- $1,682,190
- Net assets (EOY)
- $399,740,850
- Employer contributions
- $17,576,663
- Total income / additions
- $226,972,494
- Benefits paid
- $53,351,585
- Administrative expenses
- $1,500,196
- Total expenses
- $54,851,781
- Net increase / (decrease)
- $172,120,713
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $196,447 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick, Llp | NONE | $185,254 | not reported in the loaded dataset |
| Cuni, Rust & Strenk | NONE | $178,225 | not reported in the loaded dataset |
| Foundry Partners, LLC | NONE | $120,259 | not reported in the loaded dataset |
| Marquette Associates | NONE | $95,000 | not reported in the loaded dataset |
| Cs Mckee | NONE | $64,180 | not reported in the loaded dataset |
| Acadian Global Managed Vol Eq Fund | NONE | $38,149 | not reported in the loaded dataset |
| Pnc Bank, National Association | NONE | $28,441 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $26,502 | not reported in the loaded dataset |
| American Graphics Printing Co. | NONE | $4,344 | not reported in the loaded dataset |