2023 Form 5500 filing — Carpenters & Millwrights Of Houston Vicinity 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 20241014154334NAL0013563059004) for Carpenters & Millwrights Of Houston Vicinity Pension Fund, reported by Carpenters & Millwrights Of Houston & Vicinity Pension Fund under EIN 74-6134999 and plan number 001. It reports 4,369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154334NAL0013563059004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Carpenters & Millwrights Of Houston & Vicinity Pension Fund
- EIN
- 74-6134999
- Plan number
- 001
- Location
- Goodletsville, TN
- Participants
- 4,369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $1,746,023
- Total income / additions
- $16,716,411
- Benefits paid
- $7,415,605
- Administrative expenses
- $1,190,320
- Total expenses
- $8,605,925
- Net increase / (decrease)
- $8,110,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stacey Braun Associates, Inc. | NONE | $156,464 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $91,319 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $75,000 | not reported in the loaded dataset |
| Verity | NONE | $72,341 | not reported in the loaded dataset |
| Smith Affiliated Capital | NONE | $61,475 | not reported in the loaded dataset |
| The Youngdahl Law Firm, P.C. | NONE | $50,216 | not reported in the loaded dataset |
| Barrow Hanley Global Investors | NONE | $48,061 | not reported in the loaded dataset |
| U.S. Bank | NONE | $25,030 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $18,813 | not reported in the loaded dataset |
| Gamco | NONE | $17,136 | not reported in the loaded dataset |
| Osborn Carreiro & Associates | NONE | $12,000 | not reported in the loaded dataset |
| Regions Bank | NONE | $11,105 | not reported in the loaded dataset |