2023 Form 5500 filing — Marine Carpenters Pension 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 20250108185505NAL0006249843001) for Marine Carpenters Pension Fund, reported by Board Of Trustees, Marine Carpenters Pension Fund under EIN 94-6272731 and plan number 001. It reports 1,198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108185505NAL0006249843001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Marine Carpenters Pension Fund
- EIN
- 94-6272731
- Plan number
- 001
- Location
- San Ramon, CA
- Participants
- 1,198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,540,698
- Total liabilities (EOY)
- $52,453
- Net assets (EOY)
- $56,488,245
- Employer contributions
- $1,163,434
- Total income / additions
- $9,182,714
- Benefits paid
- $7,551,941
- Administrative expenses
- $685,496
- Total expenses
- $8,237,437
- Net increase / (decrease)
- $945,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $232,262 | not reported in the loaded dataset |
| The Segal Company | NONE | $150,271 | not reported in the loaded dataset |
| Quest Investment Mgmt Inc. | NONE | $55,144 | not reported in the loaded dataset |
| Verus Advisory Inc | NONE | $50,000 | not reported in the loaded dataset |
| Law Offices Of Carroll And Scully | NONE | $44,200 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $19,760 | not reported in the loaded dataset |
| U.S. Bank | NONE | $17,052 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $13,856 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $5,598 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $5,405 |