2023 Form 5500 filing — Carpenters Labor-Management 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 20241015124814NAL0056212498005) for Carpenters Labor-Management Pension Plan, reported by United Brotherhood Of Carpenters Labor-Mgmt Pf Trustee under EIN 51-6091982 and plan number 001. It reports 9,731 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124814NAL0056212498005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Brotherhood Of Carpenters Labor-Mgmt Pf Trustee
- EIN
- 51-6091982
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 9,731
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $776,577,763
- Total liabilities (EOY)
- $260,584
- Net assets (EOY)
- $776,317,179
- Employer contributions
- $10,236,975
- Total income / additions
- $54,141,986
- Benefits paid
- $24,367,837
- Administrative expenses
- $3,612,702
- Total expenses
- $27,980,539
- Net increase / (decrease)
- $26,161,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackstone Group | NONE | $769,790 | not reported in the loaded dataset |
| Cheiron, Inc. | not reported in the loaded dataset | $418,584 | not reported in the loaded dataset |
| Southern Benefit Administrators Inc | NONE | $281,162 | not reported in the loaded dataset |
| Heitman | NONE | $248,091 | not reported in the loaded dataset |
| Gerding Edlen | NONE | $200,817 | not reported in the loaded dataset |
| Shanley, Apc | NONE | $198,482 | not reported in the loaded dataset |
| Alan Biller & Associates | NONE | $140,000 | not reported in the loaded dataset |
| Mesa West | NONE | $130,000 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $127,373 | not reported in the loaded dataset |
| Greenbriar Equity Group, L.P. | NONE | $91,476 | not reported in the loaded dataset |
| Audax Management Company, LLC | NONE | $70,523 | not reported in the loaded dataset |
| Blackrock | NONE | $66,250 | not reported in the loaded dataset |
| Thomabravo | NONE | $50,480 | not reported in the loaded dataset |
| Genstar Capital | NONE | $48,870 | not reported in the loaded dataset |
| Yousif Capital Management | NONE | $45,013 | not reported in the loaded dataset |
| Bernhard Capital Partners | NONE | $26,326 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $17,538 | not reported in the loaded dataset |
| Bancfirst | NONE | $11,904 | not reported in the loaded dataset |