2023 Form 5500 filing — Carpenters Local Union No. 345 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 20241011120947NAL0038657632001) for Carpenters Local Union No. 345 Pension Fund, reported by Trustees - Carpenters Local Union No. 345 Pension Fund under EIN 62-6112262 and plan number 001. It reports 478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120947NAL0038657632001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - Carpenters Local Union No. 345 Pension Fund
- EIN
- 62-6112262
- Plan number
- 001
- Location
- Bartlett, TN
- Participants
- 478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,035,100
- Total liabilities (EOY)
- $48,856
- Net assets (EOY)
- $32,986,244
- Employer contributions
- $6,394,921
- Total income / additions
- $9,674,496
- Benefits paid
- $2,547,742
- Administrative expenses
- $383,481
- Total expenses
- $2,931,223
- Net increase / (decrease)
- $6,743,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Administrator | EMPLOYEE | $80,873 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $37,693 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $34,704 | $0 |
| Atlanta Capital | NONE | $27,977 | $278 |
| Needles & Associates LLC | NONE | $18,317 | not reported in the loaded dataset |
| Osborne Carreiero & Associates | NONE | $15,300 | not reported in the loaded dataset |
| First Horizon Bank | NONE | $14,777 | not reported in the loaded dataset |