2023 Form 5500 filing — Southwest 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 20241009132117NAL0019290129003) for Southwest Carpenters Annuity Fund, reported by Board Of Trustees, Southwest Carpenters Annuity Fund under EIN 88-0135694 and plan number 002. It reports 55,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009132117NAL0019290129003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southwest Carpenters Annuity Fund
- EIN
- 88-0135694
- Plan number
- 002
- Location
- Los Angeles, CA
- Participants
- 55,201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $708,148,164
- Total liabilities (EOY)
- $1,441,175
- Net assets (EOY)
- $706,706,989
- Employer contributions
- $120,416,804
- Total income / additions
- $186,861,788
- Benefits paid
- $20,809,277
- Administrative expenses
- $4,069,641
- Total expenses
- $24,925,639
- Net increase / (decrease)
- $161,936,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carpenters Southwest Admin. Corp. | ADMIN CORP | $1,943,344 | not reported in the loaded dataset |
| Prudential Retirement Insurance | NONE | $1,455,437 | $0 |
| Brownstein, Hyatt, Farber, Schreck | NONE | $119,557 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $116,500 | not reported in the loaded dataset |
| Shanley Apc | NONE | $88,946 | not reported in the loaded dataset |
| Union Press Printing | NONE | $32,537 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $17,000 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $12,156 |
| The Segal Company | NONE | $7,500 | not reported in the loaded dataset |