2023 Form 5500 filing — Ohio Carpenters' Annuity 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 20241231053417NAL0018010081001) for Ohio Carpenters' Annuity Plan, reported by Board Of Trustees Ohio Carpenters' Annuity Fund under EIN 34-1778747 and plan number 001. It reports 16,204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241231053417NAL0018010081001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ohio Carpenters' Annuity Fund
- EIN
- 34-1778747
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 16,204
- 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
- Employer contributions
- $7,017,652
- Total income / additions
- $23,712,632
- Benefits paid
- $3,743,402
- Administrative expenses
- $319,235
- Total expenses
- $4,062,637
- Net increase / (decrease)
- $19,649,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Serv | NONE | $1,511,986 | $0 |
| John Hancock Retirement Plan Serv | NONE | $243,725 | $0 |
| Benesys, Inc. | NONE | $154,500 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $100,000 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick, Llp | NONE | $80,455 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $51,630 | not reported in the loaded dataset |
| Ohio Carpenters' Fbf, Inc. | NONE | $46,645 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $26,158 | not reported in the loaded dataset |
| American Graphics Printing Co | NONE | $17,685 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $16,667 | not reported in the loaded dataset |
| Ohio Carpenters' Fbf, Inc. | NONE | $11,661 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick, Llp | NONE | $9,315 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $8,860 | not reported in the loaded dataset |