2023 Form 5500 filing — Carpenters Pension Trust Fund For Northern California
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 20250616103840NAL0000419779004) for Carpenters Pension Trust Fund For Northern California, reported by Carpenters Pension Trust Fund For Northern California under EIN 94-6050970 and plan number 001. It reports 50,959 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616103840NAL0000419779004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Carpenters Pension Trust Fund For Northern California
- EIN
- 94-6050970
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 50,959
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,997,914,037
- Total liabilities (EOY)
- $4,786,992
- Net assets (EOY)
- $5,993,127,045
- Employer contributions
- $314,057,195
- Total income / additions
- $1,041,770,043
- Benefits paid
- $328,979,185
- Administrative expenses
- $17,516,618
- Total expenses
- $346,495,803
- Net increase / (decrease)
- $695,274,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| C.F.A.O | SALARIED ADMINISTRATOR | $5,479,317 | not reported in the loaded dataset |
| Mcpf Holdings Manager LLC | NONE | $0 | $2,622,896 |
| Washington Capital | NONE | $2,122,037 | $0 |
| Alan D Biller Associates Inc. | NONE | $1,214,971 | not reported in the loaded dataset |
| Camden | NONE | $0 | $798,368 |
| Entrust | NONE | $789,236 | $0 |
| Jp Morgan Chase Bank | NONE | $560,919 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $553,675 | $0 |
| Hamilton Lane Advisors LLC | NONE | $0 | $460,064 |
| Asb Allegiance | NONE | $335,448 | $0 |
| Post Advisory Group | NONE | $313,057 | $0 |
| Invesco Trust Company | NONE | $238,421 | $0 |
| Segal Company | NONE | $235,406 | not reported in the loaded dataset |
| Blackrock Global Allocation | NONE | $148,432 | $0 |
| Kraw & Kraw | NONE | $147,859 | not reported in the loaded dataset |
| Audax | NONE | $131,886 | not reported in the loaded dataset |
| Eide Bailly | NONE | $105,494 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $100,349 | not reported in the loaded dataset |
| Segal Segal Insurance Services | NONE | $0 | $59,030 |
| The Yucaipa Companies | NONE | $40,352 | not reported in the loaded dataset |
| Opus Investment Advisors, LLC | NONE | $15,713 | not reported in the loaded dataset |
| World Investment Advisors LLC | NONE | $6,893 | not reported in the loaded dataset |