2023 Form 5500 filing — Mid-Atlantic 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 20241009144705NAL0019464001002) for Mid-Atlantic Regional Council Of Carpenters' Pension Plan, reported by Board Of Trustees - Marc Pension Plan under EIN 52-6051388 and plan number 001. It reports 10,173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144705NAL0019464001002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Marc Pension Plan
- EIN
- 52-6051388
- Plan number
- 001
- Location
- Oxon Hill, MD
- Participants
- 10,173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $556,728,797
- Total liabilities (EOY)
- $330,600
- Net assets (EOY)
- $556,398,197
- Employer contributions
- $23,461,896
- Total income / additions
- $52,961,069
- Benefits paid
- $45,440,106
- Administrative expenses
- $3,604,685
- Total expenses
- $49,044,791
- Net increase / (decrease)
- $3,916,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith | NONE | $934,015 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $347,945 | not reported in the loaded dataset |
| Sierra Investment Partners | NONE | $242,249 | not reported in the loaded dataset |
| Great Lakes Advisors | NONE | $205,659 | not reported in the loaded dataset |
| Segal & Company | NONE | $204,945 | not reported in the loaded dataset |
| Asb Capital | NONE | $169,786 | $0 |
| U.S. Real Estate Investment Fund Ll | NONE | $169,735 | not reported in the loaded dataset |
| Blackstone | NONE | $169,691 | $0 |
| Investment Performance Services | NONE | $168,750 | not reported in the loaded dataset |
| Hardman Johnston | NONE | $122,092 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $67,982 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $61,778 | $0 |
| O'Donoghue & O'Donoghue | NONE | $51,043 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $47,622 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | not reported in the loaded dataset | $41,109 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc. | NONE | $38,489 | not reported in the loaded dataset |
| Iron Mountain | NONE | $31,534 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $0 | $21,637 |