2023 Form 5500 filing — New Orleans Carpenters' Pension 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 20241014161411NAL0015272819005) for New Orleans Carpenters' Pension Plan, reported by Trustees-New Orleans Carpenters' Pension Plan under EIN 72-1489654 and plan number 001. It reports 2,592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161411NAL0015272819005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees-New Orleans Carpenters' Pension Plan
- EIN
- 72-1489654
- Plan number
- 001
- Location
- Goodletsville, TN
- Participants
- 2,592
- 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
- $2,594,804
- Total income / additions
- $5,001,208
- Benefits paid
- $4,527,740
- Administrative expenses
- $511,923
- Total expenses
- $5,039,663
- Net increase / (decrease)
- -$38,455
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $80,745 | not reported in the loaded dataset |
| Segal Marco | NONE | $48,417 | not reported in the loaded dataset |
| Blackstone Group | NONE | $39,044 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $36,580 | not reported in the loaded dataset |
| The Segal Company | NONE | $31,712 | not reported in the loaded dataset |
| The Youngdahl Law Firm, P.C. | LEGAL | $31,711 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $25,937 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $17,043 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Picard & Ca | NONE | $8,373 | not reported in the loaded dataset |