2023 Form 5500 filing — Greater Pennsylvania Carpenters' Medical 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 20241209104013NAL0006583859001) for Greater Pennsylvania Carpenters' Medical Plan, reported by Greater Pennsylvania Carpenters' Medical Plan under EIN 23-7007718 and plan number 501. It reports 7,925 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209104013NAL0006583859001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Greater Pennsylvania Carpenters' Medical Plan
- EIN
- 23-7007718
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 7,925
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $397,391,244
- Total liabilities (EOY)
- $139,923,136
- Net assets (EOY)
- $257,468,108
- Employer contributions
- $92,519,839
- Participant contributions
- $3,311,845
- Total income / additions
- $139,664,422
- Benefits paid
- $101,137,421
- Administrative expenses
- $2,635,111
- Total expenses
- $103,772,532
- Net increase / (decrease)
- $35,891,890
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carpenters Combined Funds, Inc. | ADMINISTRATOR | $2,116,075 | not reported in the loaded dataset |
| Lytle Eap Partners | NONE | $286,087 | not reported in the loaded dataset |
| The Segal Co. | NONE | $164,212 | not reported in the loaded dataset |
| Stephen J. Obrien, Esq | NONE | $118,579 | not reported in the loaded dataset |
| Pnc Advisors | CUSTODIAN | $106,185 | not reported in the loaded dataset |
| C.S. Mckee | NONE | $99,718 | not reported in the loaded dataset |
| Greenlight Information Services | NONE | $84,100 | not reported in the loaded dataset |
| Corry Capital Advisors | NONE | $0 | $78,213 |
| Pfm Asset Management LLC | NONE | $74,536 | not reported in the loaded dataset |
| London Company | NONE | $64,400 | not reported in the loaded dataset |
| Gridiron Partners | NONE | $59,273 | not reported in the loaded dataset |
| Henry Rossi & Co., Llp | NONE | $43,675 | not reported in the loaded dataset |
| Brown Brothers | NONE | $0 | $42,135 |
| Prudential | NONE | $33,505 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $28,430 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $5,526 | not reported in the loaded dataset |