2023 Form 5500 filing — Louisiana Carpenters 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 20241014163937NAL0045336800002) for Louisiana Carpenters Pension Fund, reported by Board Of Trustees- Louisiana Carpenters Pension Fund under EIN 51-0163535 and plan number 001. It reports 3,034 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163937NAL0045336800002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees- Louisiana Carpenters Pension Fund
- EIN
- 51-0163535
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 3,034
- 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
- $3,933,948
- Total income / additions
- $11,923,097
- Benefits paid
- $7,464,291
- Administrative expenses
- $468,826
- Total expenses
- $7,933,117
- Net increase / (decrease)
- $3,989,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $104,804 | not reported in the loaded dataset |
| Investment Consulting Services | NONE | $41,500 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $35,830 | not reported in the loaded dataset |
| The Youngdahl Law Firm, P.C. | NONE | $31,711 | not reported in the loaded dataset |
| Osborn Carreiro And Associates, Inc | NONE | $28,000 | not reported in the loaded dataset |
| Commerce Trust Company | NONE | $19,337 | $0 |
| Us Bank | NONE | $14,000 | not reported in the loaded dataset |
| Rhumbline Advisors | NONE | $13,607 | $0 |
| Zeigler Capital Management | NONE | $12,281 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Picard & Ca | NONE | $9,428 | not reported in the loaded dataset |