2023 Form 5500 filing — In/Ky/Oh Rgnl Council Of Carpenters Welfare 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 20241015161514NAL0016853395009) for In/Ky/Oh Rgnl Council Of Carpenters Welfare Fund, reported by Board Of Trustees In/Ky/Oh Rgnl Council Of Carpenters Welfare Fund under EIN 35-6042362 and plan number 501. It reports 15,606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161514NAL0016853395009
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees In/Ky/Oh Rgnl Council Of Carpenters Welfare Fund
- EIN
- 35-6042362
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 15,606
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $345,560,260
- Total liabilities (EOY)
- $233,688,755
- Net assets (EOY)
- $111,871,505
- Employer contributions
- $185,743,110
- Participant contributions
- $19,364,113
- Total income / additions
- $225,992,983
- Benefits paid
- $202,537,184
- Administrative expenses
- $12,342,160
- Total expenses
- $214,879,344
- Net increase / (decrease)
- $11,113,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independence Administrators | NONE | $3,498,201 | not reported in the loaded dataset |
| Express Scripts | NONE | $2,790,779 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $1,892,468 | not reported in the loaded dataset |
| Anthem Insurance Companies | NONE | $1,152,892 | not reported in the loaded dataset |
| Delta Dental | NONE | $475,204 | not reported in the loaded dataset |
| American Graphics | NONE | $189,117 | not reported in the loaded dataset |
| Level Care | NONE | $175,238 | not reported in the loaded dataset |
| National Investment Services, Inc. | NONE | $173,285 | not reported in the loaded dataset |
| L.M. Henderson & Co., Llp | NONE | $165,369 | not reported in the loaded dataset |
| Pnc Institutional Services | NONE | $164,186 | not reported in the loaded dataset |
| Rreef America LLC | NONE | $141,494 | not reported in the loaded dataset |
| Evolution | NONE | $131,092 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $128,571 | not reported in the loaded dataset |
| Part D Advisors | NONE | $127,763 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $121,458 | not reported in the loaded dataset |
| Johnson & Krol | NONE | $114,077 | not reported in the loaded dataset |
| Ifm Global Infrastructure | NONE | $112,640 | not reported in the loaded dataset |
| Sullivan, Ware, Asher, & Patton | NONE | $104,435 | not reported in the loaded dataset |
| Marquette Associates | NONE | $70,000 | not reported in the loaded dataset |
| Parametrics Defense Equity Fund | NONE | $42,273 | not reported in the loaded dataset |
| American Health Holding | NONE | $35,298 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $27,093 | not reported in the loaded dataset |
| Zelis Healthcare Corp | NONE | $22,078 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $10,281 | not reported in the loaded dataset |