2023 Form 5500 filing — Mid-Atlantic Regional Council Of Carpenters Health 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 20241009133123NAL0009263107005) for Mid-Atlantic Regional Council Of Carpenters Health Fund, reported by Board Of Trustees - Mid-Atlantic Regional Council Of Carpenters Health under EIN 52-6051383 and plan number 501. It reports 3,893 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009133123NAL0009263107005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Mid-Atlantic Regional Council Of Carpenters Health
- EIN
- 52-6051383
- Plan number
- 501
- Location
- Oxon Hill, MD
- Participants
- 3,893
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,363,576
- Total liabilities (EOY)
- $2,488,385
- Net assets (EOY)
- $52,875,191
- Employer contributions
- $24,557,934
- Participant contributions
- $2,635,730
- Total income / additions
- $30,265,279
- Benefits paid
- $28,762,093
- Administrative expenses
- $1,577,325
- Total expenses
- $30,339,418
- Net increase / (decrease)
- -$74,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith | NONE | $1,159,480 | not reported in the loaded dataset |
| Independence Blue Cross | NONE | $690,729 | not reported in the loaded dataset |
| Segal Company | NONE | $93,190 | not reported in the loaded dataset |
| Asb Capital | NONE | $72,180 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $41,109 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $39,395 | not reported in the loaded dataset |
| Level Care Health Consortium | NONE | $38,783 | not reported in the loaded dataset |
| Chartwell | NONE | $35,224 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $30,686 | not reported in the loaded dataset |
| Cigna Healthcare | NONE | $30,498 | not reported in the loaded dataset |
| Express Scripts | NONE | $28,091 | not reported in the loaded dataset |
| Odonoghue & Odonoghue | NONE | $27,533 | not reported in the loaded dataset |
| Ips | NONE | $15,000 | not reported in the loaded dataset |
| Chevy Chase Trust | NONE | $10,522 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $5,000 | $0 |