N. Atlantic States Carp. Health Benefits Fund — Form 5500 plan (Bot North Atlantic States Carpenters Health Benefits Fund)
Plain-English plan 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, N. Atlantic States Carp. Health Benefits Fund is a benefit plan reported by Bot North Atlantic States Carpenters Health Benefits Fund under EIN 04-6374357 and plan number 501. The latest loaded filing year is 2023. The filing reports 21,854 participants and $911,224,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot North Atlantic States Carpenters Health Benefits Fund
- EIN
- 04-6374357
- Plan number
- 501
- Plan type
- 1
- Location
- Wilmington, MA
- Latest filing year
- 2023
- Participants
- 21,854
- End-of-year plan assets
- $911,224,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,854 | H, C | 20241011094933NAL0038358768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $911,224,434
- Total liabilities (EOY)
- $60,362,445
- Net assets (EOY)
- $850,861,989
- Net assets (BOY)
- $803,872,882
Income & contributions
- Employer contributions
- $285,586,890
- Participant contributions
- $25,961,231
- Total contributions
- $311,548,121
- Total income / additions
- $367,371,196
Expenses & distributions
- Benefits paid
- $300,969,379
- Administrative expenses
- $19,412,710
- Total expenses
- $320,382,089
- Net increase / (decrease)
- $46,989,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independence Administrators | NONE | $5,188,632 | not reported in the loaded dataset | 2023 |
| Express Scripts Inc | NONE | $3,737,870 | not reported in the loaded dataset | 2023 |
| Nas Carpenters Pension Fund (Cca) | COMMON BOARD | $1,509,013 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $669,977 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Ma | NONE | $662,416 | not reported in the loaded dataset | 2023 |
| Kga Inc | NONE | $304,405 | not reported in the loaded dataset | 2023 |
| Level Care Health Consortium | NONE | $266,647 | not reported in the loaded dataset | 2023 |
| Mellon Investments Corporation | NONE | $183,915 | $0 | 2023 |
| Chartwell Investment Partners LLC | NONE | $179,401 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $140,000 | not reported in the loaded dataset | 2023 |
| Krakow Souris & Landry LLC | NONE | $136,000 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $133,080 | $0 | 2023 |
| Oreilly Grosso Gross & Jones Pc | NONE | $114,700 | not reported in the loaded dataset | 2023 |
| Dodge & Cox Investment Managers | NONE | $98,875 | $0 | 2023 |
| Benefit Resource LLC | NONE | $97,868 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $84,362 | not reported in the loaded dataset | 2023 |
| Perfect Printing Solutions Inc | NONE | $61,240 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co | NONE | $59,195 | $0 | 2023 |
| Wellington Trust Company Na | NONE | $55,840 | not reported in the loaded dataset | 2023 |
| Blackrock Instl Trust Company Na | NONE | $51,131 | $0 | 2023 |
| Meketa Investment Group | NONE | $48,396 | not reported in the loaded dataset | 2023 |
| First American Administrators | NONE | $41,334 | not reported in the loaded dataset | 2023 |
| Excellus Blue Cross Blue Shield | NONE | $28,571 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $22,900 | not reported in the loaded dataset | 2023 |
| The Journeyman Press | NONE | $20,378 | not reported in the loaded dataset | 2023 |
| National Software Inc | NONE | $16,400 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $13,435 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Svcs Inc | NONE | $0 | $10,767 | 2023 |
| Withum Smith & Brown Pc | NONE | $9,011 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisers Lmtd Partnership | NONE | $6,732 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot North Atlantic States Carpenters Health Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Wilmington, MA
- Independence Administrators — Schedule C compensation
- Express Scripts Inc — Schedule C compensation
- Nas Carpenters Pension Fund (Cca) — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Delta Dental Of Ma — Schedule C compensation
- Kga Inc — Schedule C compensation
- Level Care Health Consortium — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation
- Chartwell Investment Partners LLC — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Krakow Souris & Landry LLC — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Oreilly Grosso Gross & Jones Pc — Schedule C compensation
- Dodge & Cox Investment Managers — Schedule C compensation
- Benefit Resource LLC — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Perfect Printing Solutions Inc — Schedule C compensation
- State Street Bank & Trust Co — Schedule C compensation
- Wellington Trust Company Na — Schedule C compensation
- Blackrock Instl Trust Company Na — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- First American Administrators — Schedule C compensation
- Excellus Blue Cross Blue Shield — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- The Journeyman Press — Schedule C compensation
- National Software Inc — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Segal Select Insurance Svcs Inc — Schedule C compensation
- Withum Smith & Brown Pc — Schedule C compensation
- Rhumbline Advisers Lmtd Partnership — Schedule C compensation