2023 Form 5500 filing — North Atlantic States Carpenters Annuity 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 20241014130052NAL0027336529001) for North Atlantic States Carpenters Annuity Plan, reported by North Atlantic States Carpenters Annuity Plan under EIN 06-1308364 and plan number 001. It reports 26,964 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130052NAL0027336529001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- North Atlantic States Carpenters Annuity Plan
- EIN
- 06-1308364
- Plan number
- 001
- Location
- Hamden, CT
- Participants
- 26,964
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,288,455,949
- Total liabilities (EOY)
- $580,314
- Net assets (EOY)
- $1,287,875,635
- Employer contributions
- $60,386,807
- Participant contributions
- $6,050
- Total income / additions
- $169,816,591
- Benefits paid
- $106,058,305
- Administrative expenses
- $6,995,330
- Total expenses
- $113,228,480
- Net increase / (decrease)
- $56,588,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| North Atlantic States Carp Pension | CONTRACT ADMINISTRATOR | $1,985,474 | not reported in the loaded dataset |
| Loomis Sayles & Company, Lp | NONE | $514,116 | $12,643 |
| Blackrock Institutional Trust Co. | NONE | $110,905 | $293,601 |
| Loomis Sayles Trust Company, Lp | NONE | $253,117 | not reported in the loaded dataset |
| Meketa Investment Group, Inc. | NONE | $249,462 | not reported in the loaded dataset |
| Bank Of America Merrill Lynch | NONE | $245,119 | not reported in the loaded dataset |
| Invesco Advisers, Inc | INVESTMENT MANAGER | $238,714 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $170,223 | not reported in the loaded dataset |
| Employee #21 | EMPLOYEE | $120,435 | not reported in the loaded dataset |
| Reid & Riege, P.C. | NONE | $107,489 | $4,995 |
| Employee #13 | EMPLOYEE | $104,408 | not reported in the loaded dataset |
| Employee #7 | EMPLOYEE | $84,469 | not reported in the loaded dataset |
| J.P. Morgan Investment Management I | NONE | $84,367 | not reported in the loaded dataset |
| Beers, Hamerman, Cohen & Burger P.C | NONE | $70,127 | not reported in the loaded dataset |
| Brigade Capital Management, Lp | INVESTMENT MANAGER | $0 | $62,908 |
| Empower Annuity Insurance Company O | RECORD KEEPER | $60,395 | $0 |
| Employee #6 | EMPLOYEE | $57,060 | not reported in the loaded dataset |
| Employee #3 | EMPLOYEE | $56,005 | not reported in the loaded dataset |
| Shenkman Capital Management | NONE | $49,574 | not reported in the loaded dataset |
| Employee #23 | EMPLOYEE | $49,130 | $0 |
| Perfect Printing Solutions, Inc. | NONE | $47,882 | not reported in the loaded dataset |
| Krakow, Souris & Landry, LLC | NONE | $42,500 | not reported in the loaded dataset |
| The Union Labor Life Insurance Comp | NONE | $29,736 | $5,424 |
| Employee #17 | EMPLOYEE | $34,213 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $34,021 | not reported in the loaded dataset |
| Employee #18 | EMPLOYEE | $31,114 | not reported in the loaded dataset |
| Employee #4 | EMPLOYEE | $26,638 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies LLC | NONE | $24,408 | not reported in the loaded dataset |
| Employee #5 | EMPLOYEE | $24,302 | not reported in the loaded dataset |
| Compumail Corp | NONE | $23,455 | not reported in the loaded dataset |
| Employee #8 | EMPLOYEE | $22,046 | not reported in the loaded dataset |
| Employee #14 | EMPLOYEE | $20,520 | not reported in the loaded dataset |
| Employee #11 | EMPLOYEE | $14,906 | not reported in the loaded dataset |
| Employee #19 | EMPLOYEE | $14,116 | not reported in the loaded dataset |
| Employee #10 | EMPLOYEE | $13,820 | not reported in the loaded dataset |
| Employee #15 | EMPLOYEE | $13,149 | not reported in the loaded dataset |
| State Street Global Advisors Senior | NONE | $12,357 | $0 |
| Employee #20 | EMPLOYEE | $12,012 | not reported in the loaded dataset |
| Employee #22 | EMPLOYEE | $10,180 | not reported in the loaded dataset |
| Employee #12 | EMPLOYEE | $7,313 | not reported in the loaded dataset |
| Employee #2 | EMPLOYEE | $7,252 | not reported in the loaded dataset |
| Employee #9 | EMPLOYEE | $6,428 | not reported in the loaded dataset |
| Employee #1 | EMPLOYEE | $5,979 | not reported in the loaded dataset |
| Employee #16 | EMPLOYEE | $5,743 | not reported in the loaded dataset |