2023 Form 5500 filing — Eastern Atlantic States Carpenters Annuity Fund
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 20241009112015NAL0036845234001) for Eastern Atlantic States Carpenters Annuity Fund, reported by Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund under EIN 22-2406812 and plan number 002. It reports 38,747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009112015NAL0036845234001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund
- EIN
- 22-2406812
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 38,747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,130,363,910
- Total liabilities (EOY)
- $78,317,390
- Net assets (EOY)
- $2,052,046,520
- Employer contributions
- $115,722,499
- Total income / additions
- $232,862,117
- Benefits paid
- $138,913,780
- Administrative expenses
- $5,950,699
- Total expenses
- $145,212,845
- Net increase / (decrease)
- $87,649,272
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hardman Johnston Global Advisors | NONE | $431,650 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc. | NONE | $419,217 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $361,371 | $0 |
| Wedge Capital Management, Llp | NONE | $314,199 | $0 |
| Lord Abbett & Co. LLC | NONE | $308,836 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $305,000 | $0 |
| Foundry Partners LLC | NONE | $218,048 | $0 |
| Great Lakes Advisors, LLC | NONE | $164,374 | not reported in the loaded dataset |
| Piotr Tonia | NONE | $127,422 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $97,595 | not reported in the loaded dataset |
| Jacqueline Ervin | NONE | $73,259 | not reported in the loaded dataset |
| Eric Scheckler | NONE | $67,958 | not reported in the loaded dataset |
| Chartwell Investment Partners LLC | NONE | $61,997 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $50,386 | $0 |
| Joseph Obuchowicz | NONE | $48,549 | not reported in the loaded dataset |
| Ryan Sica | NONE | $47,216 | not reported in the loaded dataset |
| Ian Ruegg | NONE | $47,124 | not reported in the loaded dataset |
| Angelica Stanojlovi | NONE | $47,080 | not reported in the loaded dataset |
| Susanin Widman & Brennan, Pc | NONE | $44,559 | not reported in the loaded dataset |
| Sara Molina | NONE | $42,233 | not reported in the loaded dataset |
| Merrilyn Guardino | NONE | $41,872 | not reported in the loaded dataset |
| Mary Gordon | NONE | $38,459 | not reported in the loaded dataset |
| Jason Gerow | NONE | $35,147 | not reported in the loaded dataset |
| Jaret Grann | NONE | $34,699 | not reported in the loaded dataset |
| Stephanie Abass-Shereef | NONE | $31,947 | not reported in the loaded dataset |
| Post Advisory Group, LLC | NONE | $31,922 | $0 |
| Nicole Goodale | NONE | $31,374 | not reported in the loaded dataset |
| Rachel Corradi | NONE | $29,407 | not reported in the loaded dataset |
| Robert A Pauro | NONE | $26,499 | not reported in the loaded dataset |
| Debbie Kwiatek | NONE | $25,356 | not reported in the loaded dataset |
| Kroll Heineman Ptasiewicz & Parson | NONE | $24,000 | not reported in the loaded dataset |
| Proxyvote Plus Holdings, Inc | NONE | $7,500 | not reported in the loaded dataset |