2023 Form 5500 filing — Ohio Carpenters' Pension 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 20250211121524NAL0009951587001) for Ohio Carpenters' Pension Plan, reported by Trustees Of Ohio Carpenters' Pension Plan under EIN 34-6574360 and plan number 001. It reports 32,433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211121524NAL0009951587001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ohio Carpenters' Pension Plan
- EIN
- 34-6574360
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 32,433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,159,769,080
- Total liabilities (EOY)
- $51,412,927
- Net assets (EOY)
- $2,108,356,153
- Employer contributions
- $146,754,506
- Total income / additions
- $256,298,042
- Benefits paid
- $264,964,459
- Administrative expenses
- $10,747,425
- Total expenses
- $275,711,884
- Net increase / (decrease)
- -$19,413,842
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $1,661,938 | not reported in the loaded dataset |
| Benesys Inc. | NONE | $1,474,360 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $875,266 | $0 |
| Metwest Asset Management | NONE | $393,585 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $382,258 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $312,196 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $272,844 | not reported in the loaded dataset |
| Sage Advisory Services | NONE | $244,253 | not reported in the loaded dataset |
| Ohio Carpenters Fringe Benefit Fund | RELATED ORGANIZATION | $243,381 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick | NONE | $195,209 | not reported in the loaded dataset |
| Columbia Management Investment Adv | NONE | $129,976 | $0 |
| Comerica | NONE | $79,547 | $0 |
| American Graphics Printing Co | NONE | $70,721 | not reported in the loaded dataset |
| Key Bank National Association | NONE | $54,085 | $0 |
| Segal Select Insurance Service | NONE | $0 | $42,247 |
| Org Portfolio Management | NONE | $39,194 | not reported in the loaded dataset |
| Abel Noser Solutions | NONE | $31,250 | not reported in the loaded dataset |
| Proxy Voteplus | NONE | $9,333 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $6,058 | not reported in the loaded dataset |