2023 Form 5500 filing — Carpenters & Joiners Defined Contribution 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 20241011115205NAL0010884099001) for Carpenters & Joiners Defined Contribution Plan, reported by Board Of Trustees Of The Carpenters & Joiners Defined Contribution Pla under EIN 41-1824896 and plan number 001. It reports 22,190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011115205NAL0010884099001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Carpenters & Joiners Defined Contribution Pla
- EIN
- 41-1824896
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 22,190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $718,854,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $718,854,174
- Employer contributions
- $48,723,312
- Total income / additions
- $168,460,822
- Benefits paid
- $31,518,201
- Administrative expenses
- $1,329,074
- Total expenses
- $32,847,275
- Net increase / (decrease)
- $135,613,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securian Financial Group | NONE | $369,721 | $0 |
| Wilson Mcshane Corporation | NONE | $304,568 | not reported in the loaded dataset |
| Milliman | NONE | $257,417 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren S.C. | NONE | $121,363 | not reported in the loaded dataset |
| The Segerdahl Corporation | NONE | $31,992 | not reported in the loaded dataset |
| Segal Marco Advisors, Inc | NONE | $30,492 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $22,402 | not reported in the loaded dataset |
| Raff Printing, Inc. | NONE | $12,552 | not reported in the loaded dataset |