2023 Form 5500 filing — Central Illinois Carpenters Retirement Savings Fun
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 20250124091019NAL0004615443003) for Central Illinois Carpenters Retirement Savings Fun, reported by Board Of Trustees Central Illinois Carpenters Retirement Savings Fund under EIN 37-1234126 and plan number 001. It reports 7,538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250124091019NAL0004615443003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Central Illinois Carpenters Retirement Savings Fund
- EIN
- 37-1234126
- Plan number
- 001
- Location
- Lincoln, IL
- Participants
- 7,538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $230,479,329
- Total liabilities (EOY)
- $262,751
- Net assets (EOY)
- $230,216,578
- Employer contributions
- $18,341,103
- Total income / additions
- $41,999,144
- Benefits paid
- $12,341,844
- Administrative expenses
- $509,134
- Total expenses
- $12,850,978
- Net increase / (decrease)
- $29,148,166
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cich & Wtf | RELATED PARTY | $168,323 | not reported in the loaded dataset |
| Marquette Associates | NONE | $90,000 | not reported in the loaded dataset |
| Garcia Hamilton & Associates, Lp | NONE | $49,777 | not reported in the loaded dataset |
| Regions Bank | NONE | $25,036 | not reported in the loaded dataset |
| Cavanagh & O'Hara Llp | NONE | $18,005 | not reported in the loaded dataset |
| Romolo & Associates, LLC | NONE | $16,000 | not reported in the loaded dataset |
| Parametric Portfolio Associates, Ll | NONE | $15,679 | not reported in the loaded dataset |
| Neuberger Berman Investment Adviser | NONE | $0 | $15,167 |
| The Union Labor Life Insurance Comp | NONE | $0 | $0 |