2023 Form 5500 filing — Arizona State Carpenter'S Annuity Trust 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 20241015151942NAL0030141361001) for Arizona State Carpenter'S Annuity Trust Fund, reported by Arizona State Carpenters' Annuity Trust Fund under EIN 86-6056025 and plan number 002. It reports 3,934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151942NAL0030141361001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Arizona State Carpenters' Annuity Trust Fund
- EIN
- 86-6056025
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 3,934
- 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
- Total income / additions
- $8,928,537
- Benefits paid
- $6,386,747
- Administrative expenses
- $645,423
- Total expenses
- $7,032,170
- Net increase / (decrease)
- $1,896,367
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $160,042 | not reported in the loaded dataset |
| Fisher Investments | NONE | $125,845 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $92,774 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $59,000 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $52,278 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE | $48,000 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $42,967 | not reported in the loaded dataset |
| The Segal Company | NONE | $23,193 | not reported in the loaded dataset |
| Jennings, Strouss & Salmon Plc | NONE | $16,596 | not reported in the loaded dataset |
| Ropes & Gray Llp | NONE | $14,303 | not reported in the loaded dataset |
| Spencer Fane Llp | NONE | $13,968 | not reported in the loaded dataset |