2023 Form 5500 filing — Carpenters Local Union No 491 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 20241014143455NAL0013459459001) for Carpenters Local Union No 491 Annuity Plan, reported by Carpenters Local No 491 Annuity Plan under EIN 52-1840473 and plan number 002. It reports 8,736 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143455NAL0013459459001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Carpenters Local No 491 Annuity Plan
- EIN
- 52-1840473
- Plan number
- 002
- Location
- Sparks, MD
- Participants
- 8,736
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,837,598
- Total liabilities (EOY)
- $76,646
- Net assets (EOY)
- $31,760,952
- Employer contributions
- $4,144,007
- Total income / additions
- $7,894,562
- Benefits paid
- $1,650,000
- Administrative expenses
- $112,577
- Total expenses
- $1,762,577
- Net increase / (decrease)
- $6,131,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ira Marc Miller And Co Pa | NONE | $16,000 | $0 |
| Bolton Partners Investment Consulti | NONE | $12,420 | $0 |
| York Insurance Services Inc | NONE | $6,681 | $0 |
| Batoff Associates | NONE | $3,958 | $0 |
| Associated Adminstrators | NONE | $3,416 | $0 |