2023 Form 5500 filing — N. Atlantic States Carp. Pension 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 20241010155658NAL0036359600001) for N. Atlantic States Carp. Pension Fund, reported by Bot Of The North Atlantic States Carpenters Pension Fund under EIN 51-6040899 and plan number 001. It reports 46,134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010155658NAL0036359600001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot Of The North Atlantic States Carpenters Pension Fund
- EIN
- 51-6040899
- Plan number
- 001
- Location
- Wilmington, MA
- Participants
- 46,134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,973,349,354
- Total liabilities (EOY)
- $184,804,556
- Net assets (EOY)
- $4,788,544,798
- Employer contributions
- $279,148,814
- Total income / additions
- $596,645,811
- Benefits paid
- $366,036,757
- Administrative expenses
- $23,931,595
- Total expenses
- $389,968,352
- Net increase / (decrease)
- $206,677,459
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meketa Investment Group Inc. | NONE | $1,009,581 | not reported in the loaded dataset |
| Vitech Systems Sub LLC | NONE | $945,629 | not reported in the loaded dataset |
| Artisan Partners Lmtd Partnership | NONE | $892,767 | $0 |
| Schultheis & Panettieri Llp | NONE | $783,634 | not reported in the loaded dataset |
| Bny Mellon Investment Adviser Inc. | NONE | $759,334 | $0 |
| Loomis Sayles & Company | NONE | $713,939 | $0 |
| The Segal Company (Eastern States) | NONE | $671,133 | not reported in the loaded dataset |
| Washington Capital Management Inc | NONE | $628,660 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors Ll | NONE | $446,588 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $361,715 | not reported in the loaded dataset |
| Cove Street Capital | NONE | $350,080 | not reported in the loaded dataset |
| Midior Consulting | NONE | $320,040 | not reported in the loaded dataset |
| Acadian Asset Management LLC | NONE | $313,976 | not reported in the loaded dataset |
| State Street Bank & Trust Co | NONE | $301,457 | $0 |
| Prisa Iii | NONE | $257,108 | not reported in the loaded dataset |
| Rice Hall James & Assoc LLC | NONE | $256,522 | $0 |
| Wellington Trust Company Na | NONE | $247,526 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $236,201 | not reported in the loaded dataset |
| Employee A | NONE | $230,770 | not reported in the loaded dataset |
| Employee B | NONE | $228,056 | not reported in the loaded dataset |
| The Revolt Group LLC | NONE | $207,125 | not reported in the loaded dataset |
| Krakow Souris & Landry LLC | NONE | $191,471 | not reported in the loaded dataset |
| Employee C | NONE | $191,002 | not reported in the loaded dataset |
| Jp Morgan Chase Bank Natl Assoc | NONE | $172,265 | not reported in the loaded dataset |
| Employee D | NONE | $167,563 | not reported in the loaded dataset |
| O'Reilly Grosso Gross & Jones Pc | NONE | $166,733 | not reported in the loaded dataset |
| Dodge & Cox Investment Managers | NONE | $166,707 | $0 |
| Blackrock Instl Trust Company Na | NONE | $159,166 | $0 |
| Employee E | NONE | $153,975 | not reported in the loaded dataset |
| Arcara Lenda Eusanio & Stacey Cpas | NONE | $149,082 | not reported in the loaded dataset |
| Virginia & Ambinder Llp | NONE | $142,935 | not reported in the loaded dataset |
| Employee F | NONE | $142,758 | not reported in the loaded dataset |
| Employee G | NONE | $142,358 | not reported in the loaded dataset |
| Employee H | NONE | $132,337 | not reported in the loaded dataset |
| Employee I | NONE | $132,252 | not reported in the loaded dataset |
| Employee J | NONE | $132,044 | not reported in the loaded dataset |
| Employee K | NONE | $126,412 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $124,098 | not reported in the loaded dataset |
| Employee L | NONE | $122,214 | not reported in the loaded dataset |
| Employee M | NONE | $120,435 | not reported in the loaded dataset |
| Employee N | NONE | $119,622 | not reported in the loaded dataset |
| Employee O | NONE | $118,416 | not reported in the loaded dataset |
| Employee P | NONE | $113,346 | not reported in the loaded dataset |
| Employee Q | NONE | $109,431 | not reported in the loaded dataset |
| Employee R | NONE | $106,608 | not reported in the loaded dataset |
| Employee S | NONE | $105,354 | not reported in the loaded dataset |
| Employee T | NONE | $104,435 | not reported in the loaded dataset |
| Employee U | NONE | $102,461 | not reported in the loaded dataset |
| First Actuarial Consulting Inc | NONE | $102,400 | not reported in the loaded dataset |
| Employee V | NONE | $101,651 | not reported in the loaded dataset |
| Employee W | NONE | $96,489 | not reported in the loaded dataset |
| Withum Smith & Brown Pc | NONE | $94,300 | not reported in the loaded dataset |
| Abrdn Inc | NONE | $93,689 | $0 |
| Employee X | NONE | $90,984 | not reported in the loaded dataset |
| Employee Y | NONE | $90,164 | not reported in the loaded dataset |
| Employee Z | NONE | $90,116 | not reported in the loaded dataset |
| Employee Aa | NONE | $89,457 | not reported in the loaded dataset |
| Employee Ab | NONE | $87,190 | not reported in the loaded dataset |
| Employee Ac | NONE | $87,159 | not reported in the loaded dataset |
| Employee Ad | NONE | $80,162 | not reported in the loaded dataset |
| Employee Ae | NONE | $80,145 | not reported in the loaded dataset |
| Employee Af | NONE | $78,762 | not reported in the loaded dataset |
| Employee Ag | NONE | $78,654 | not reported in the loaded dataset |
| Employee Ah | NONE | $77,696 | not reported in the loaded dataset |
| Employee Ai | NONE | $77,616 | not reported in the loaded dataset |
| Employee Aj | NONE | $76,006 | not reported in the loaded dataset |
| Employee Ak | NONE | $76,003 | not reported in the loaded dataset |
| Employee Al | NONE | $73,128 | not reported in the loaded dataset |
| Employee Am | NONE | $72,396 | not reported in the loaded dataset |
| Employee An | NONE | $72,374 | not reported in the loaded dataset |
| Employee Ao | NONE | $71,293 | not reported in the loaded dataset |
| Employee Ap | NONE | $70,117 | not reported in the loaded dataset |
| Employee Aq | NONE | $69,444 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $68,783 | not reported in the loaded dataset |
| Employee Ar | NONE | $68,479 | not reported in the loaded dataset |
| Employee As | NONE | $67,610 | not reported in the loaded dataset |
| Employee At | NONE | $67,530 | not reported in the loaded dataset |
| Employee Au | NONE | $67,432 | not reported in the loaded dataset |
| Employee Av | NONE | $67,284 | not reported in the loaded dataset |
| Employee Aw | NONE | $65,943 | not reported in the loaded dataset |
| Employee Ax | NONE | $63,753 | not reported in the loaded dataset |
| Employee Ay | NONE | $63,355 | not reported in the loaded dataset |
| Employee Az | NONE | $63,270 | not reported in the loaded dataset |
| Employee Ba | NONE | $62,987 | not reported in the loaded dataset |
| Employee Bb | NONE | $62,204 | not reported in the loaded dataset |
| Employee Bc | NONE | $61,975 | not reported in the loaded dataset |
| Employee Bd | NONE | $61,086 | not reported in the loaded dataset |
| Employee Be | NONE | $59,736 | not reported in the loaded dataset |
| Employee Bf | NONE | $59,725 | not reported in the loaded dataset |
| Perfect Printing Solutions | NONE | $59,486 | not reported in the loaded dataset |
| Employee Bg | NONE | $59,019 | not reported in the loaded dataset |
| Employee Bh | NONE | $57,491 | not reported in the loaded dataset |
| Employee Bi | NONE | $57,114 | not reported in the loaded dataset |
| Employee Bj | NONE | $56,591 | not reported in the loaded dataset |
| Employee Bk | NONE | $56,561 | not reported in the loaded dataset |
| Employee Bl | NONE | $56,015 | not reported in the loaded dataset |
| Rhumbline Advisers Lmtd Partnership | NONE | $55,765 | not reported in the loaded dataset |
| Iron Mountain | NONE | $55,436 | not reported in the loaded dataset |
| Employee Bm | NONE | $55,431 | not reported in the loaded dataset |
| Employee Bn | NONE | $55,113 | not reported in the loaded dataset |
| Employee Bo | NONE | $54,967 | not reported in the loaded dataset |
| Employee Bp | NONE | $54,415 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $54,264 | not reported in the loaded dataset |
| Employee Bq | NONE | $54,196 | not reported in the loaded dataset |
| Employee Br | NONE | $53,561 | not reported in the loaded dataset |
| Employee Bs | NONE | $53,444 | not reported in the loaded dataset |
| Employee Bt | NONE | $53,011 | not reported in the loaded dataset |
| Employee Bu | NONE | $52,724 | not reported in the loaded dataset |
| Employee Bv | NONE | $51,751 | not reported in the loaded dataset |
| Opus Investment Advisors LLC | NONE | $51,358 | not reported in the loaded dataset |
| Employee Bw | NONE | $51,124 | not reported in the loaded dataset |
| Employee Bx | NONE | $50,390 | not reported in the loaded dataset |
| Employee By | NONE | $49,727 | not reported in the loaded dataset |
| Employee Bz | NONE | $49,451 | not reported in the loaded dataset |
| Employee Ca | NONE | $49,337 | not reported in the loaded dataset |
| Employee Cb | NONE | $48,568 | not reported in the loaded dataset |
| Employee Cc | NONE | $48,535 | not reported in the loaded dataset |
| Employee Cd | NONE | $48,144 | not reported in the loaded dataset |
| Employee Ce | NONE | $46,488 | not reported in the loaded dataset |
| Employee Cf | NONE | $46,160 | not reported in the loaded dataset |
| Hygrade Business Group | NONE | $45,618 | not reported in the loaded dataset |
| Employee Cg | NONE | $45,178 | not reported in the loaded dataset |
| Employee Ch | NONE | $45,116 | not reported in the loaded dataset |
| National Software Inc | NONE | $44,878 | not reported in the loaded dataset |
| The Journeyman Press | NONE | $44,877 | not reported in the loaded dataset |
| Employee Ci | NONE | $44,183 | not reported in the loaded dataset |
| Employee Cj | NONE | $44,038 | not reported in the loaded dataset |
| Employee Ck | NONE | $43,313 | not reported in the loaded dataset |
| Employee Cl | NONE | $43,210 | not reported in the loaded dataset |
| Employee Cm | NONE | $42,382 | not reported in the loaded dataset |
| Employee Cn | NONE | $41,339 | not reported in the loaded dataset |
| Employee Co | NONE | $41,339 | not reported in the loaded dataset |
| Employee Cp | NONE | $41,093 | not reported in the loaded dataset |
| Employee Cq | NONE | $39,430 | not reported in the loaded dataset |
| Commonwealth Cash Management Corp | NONE | $38,917 | not reported in the loaded dataset |
| Employee Cr | NONE | $36,928 | not reported in the loaded dataset |
| Employee Cs | NONE | $36,311 | not reported in the loaded dataset |
| Jj Pierson | NONE | $36,000 | not reported in the loaded dataset |
| Employee Ct | NONE | $35,956 | not reported in the loaded dataset |
| Employee Cu | NONE | $34,825 | not reported in the loaded dataset |
| Employee Cv | NONE | $33,205 | not reported in the loaded dataset |
| Segal Select Insurance Scvs Inc | NONE | $0 | $33,143 |
| Employee Cw | NONE | $32,536 | not reported in the loaded dataset |
| American Cleaning Company | NONE | $32,274 | not reported in the loaded dataset |
| Employee Cx | NONE | $32,227 | not reported in the loaded dataset |
| Rbc Global Asset Management | NONE | $31,820 | not reported in the loaded dataset |
| Employee Cy | NONE | $29,728 | not reported in the loaded dataset |
| Johnson Controls Security Solutions | NONE | $29,650 | not reported in the loaded dataset |
| Employee Cz | NONE | $28,783 | not reported in the loaded dataset |
| Performance Environmental Services | NONE | $20,854 | not reported in the loaded dataset |
| Stratus Building Solutions | NONE | $18,888 | not reported in the loaded dataset |
| New England Systems Inc | NONE | $15,283 | not reported in the loaded dataset |
| Proxyvote Plus Holdings Inc | NONE | $13,500 | not reported in the loaded dataset |
| Frontline Courier Service Inc | NONE | $13,040 | not reported in the loaded dataset |
| Global Knowledge Training LLC | NONE | $12,900 | not reported in the loaded dataset |
| Amalgamated Medical Care Management | NONE | $12,238 | not reported in the loaded dataset |
| Land Solutions | NONE | $11,415 | not reported in the loaded dataset |
| Lendingclub Bank | NONE | $9,975 | not reported in the loaded dataset |
| Pwc Management Consulting Co Ltd | NONE | $8,201 | not reported in the loaded dataset |
| Potomac Asset Management | NONE | $7,500 | not reported in the loaded dataset |
| Lifestatus360 LLC | NONE | $6,397 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $5,454 | $0 |
| Miller Landscaping Inc | NONE | $5,379 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $0 | $0 |