2023 Form 5500 filing — United Brotherhood Of Carpenters Pension Fund United States Segment
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 20241014220307NAL0027231137004) for United Brotherhood Of Carpenters Pension Fund United States Segment, reported by United Brotherhood Of Carpenters Pension Fund under EIN 52-6075035 and plan number 002. It reports 4,610 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014220307NAL0027231137004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Brotherhood Of Carpenters Pension Fund
- EIN
- 52-6075035
- Plan number
- 002
- Location
- Las Vegas, NV
- Participants
- 4,610
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $978,533,756
- Total liabilities (EOY)
- $227,516
- Net assets (EOY)
- $978,306,240
- Employer contributions
- $41,185,312
- Total income / additions
- $157,500,575
- Benefits paid
- $84,056,829
- Administrative expenses
- $1,664,656
- Total expenses
- $85,721,485
- Net increase / (decrease)
- $71,779,090
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alan Biller & Associates, Inc | NONE | $353,000 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $238,862 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $171,352 | not reported in the loaded dataset |
| Washington Capital Management, Inc | NONE | $165,088 | not reported in the loaded dataset |
| Shanley, Apc | CONTRIBUTING EMPLOYER | $91,975 | not reported in the loaded dataset |
| Yousif Capital Management | NONE | $83,962 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $75,451 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $66,920 | $0 |
| Cheiron Inc | not reported in the loaded dataset | $15,625 | $0 |
| Union Bank | NONE | $5,551 | not reported in the loaded dataset |