2023 Form 5500 filing — Greater Pennsylvania Carpenters' Annuity And Savings 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 20241209110525NAL0009182129001) for Greater Pennsylvania Carpenters' Annuity And Savings Fund, reported by Greater Pennsylvania Carpenters' Annuity And Savings Fund under EIN 25-6107170 and plan number 001. It reports 20,440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209110525NAL0009182129001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Greater Pennsylvania Carpenters' Annuity And Savings Fund
- EIN
- 25-6107170
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 20,440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $540,931,065
- Total liabilities (EOY)
- $1,417,664
- Net assets (EOY)
- $539,513,401
- Employer contributions
- $63,209,823
- Total income / additions
- $104,229,749
- Benefits paid
- $51,264,101
- Administrative expenses
- $1,591,878
- Total expenses
- $52,855,979
- Net increase / (decrease)
- $51,373,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Services | NONE | $1,488,242 | not reported in the loaded dataset |
| Carpenters Combined Funds Inc. | NONE | $611,000 | not reported in the loaded dataset |
| Henry Rossi & Co.,Llp | NONE | $24,500 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $23,181 | not reported in the loaded dataset |
| Pfm Asset Management LLC | NONE | $22,330 | not reported in the loaded dataset |