Plan5500

North Atlantic States Carpenters Annuity Plan — Form 5500 plan (North Atlantic States Carpenters Annuity Plan)

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, North Atlantic States Carpenters Annuity Plan is a benefit plan reported by North Atlantic States Carpenters Annuity Plan under EIN 06-1308364 and plan number 001. The latest loaded filing year is 2023. The filing reports 26,964 participants and $1,288,455,949 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North Atlantic States Carpenters Annuity Plan
EIN
06-1308364
Plan number
001
Plan type
1
Location
Hamden, CT
Latest filing year
2023
Participants
26,964
End-of-year plan assets
$1,288,455,949

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202326,964H, C20241014130052NAL0027336529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,288,455,949
Total liabilities (EOY)
$580,314
Net assets (EOY)
$1,287,875,635
Net assets (BOY)
$1,231,287,524

Income & contributions

Employer contributions
$60,386,807
Participant contributions
$6,050
Total contributions
$60,392,857
Total income / additions
$169,816,591

Expenses & distributions

Benefits paid
$106,058,305
Administrative expenses
$6,995,330
Total expenses
$113,228,480
Net increase / (decrease)
$56,588,111

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
North Atlantic States Carp PensionCONTRACT ADMINISTRATOR$1,985,474not reported in the loaded dataset2023
Loomis Sayles & Company, LpNONE$514,116$12,6432023
Blackrock Institutional Trust Co.NONE$110,905$293,6012023
Loomis Sayles Trust Company, LpNONE$253,117not reported in the loaded dataset2023
Meketa Investment Group, Inc.NONE$249,462not reported in the loaded dataset2023
Bank Of America Merrill LynchNONE$245,119not reported in the loaded dataset2023
Invesco Advisers, IncINVESTMENT MANAGER$238,714not reported in the loaded dataset2023
American Realty AdvisorsNONE$170,223not reported in the loaded dataset2023
Employee #21EMPLOYEE$120,435not reported in the loaded dataset2023
Reid & Riege, P.C.NONE$107,489$4,9952023
Employee #13EMPLOYEE$104,408not reported in the loaded dataset2023
Employee #7EMPLOYEE$84,469not reported in the loaded dataset2023
J.P. Morgan Investment Management INONE$84,367not reported in the loaded dataset2023
Beers, Hamerman, Cohen & Burger P.CNONE$70,127not reported in the loaded dataset2023
Brigade Capital Management, LpINVESTMENT MANAGER$0$62,9082023
Empower Annuity Insurance Company ORECORD KEEPER$60,395$02023
Employee #6EMPLOYEE$57,060not reported in the loaded dataset2023
Employee #3EMPLOYEE$56,005not reported in the loaded dataset2023
Shenkman Capital ManagementNONE$49,574not reported in the loaded dataset2023
Employee #23EMPLOYEE$49,130$02023
Perfect Printing Solutions, Inc.NONE$47,882not reported in the loaded dataset2023
Krakow, Souris & Landry, LLCNONE$42,500not reported in the loaded dataset2023
The Union Labor Life Insurance CompNONE$29,736$5,4242023
Employee #17EMPLOYEE$34,213not reported in the loaded dataset2023
Chevy Chase Trust CompanyNONE$34,021not reported in the loaded dataset2023
Employee #18EMPLOYEE$31,114not reported in the loaded dataset2023
Employee #4EMPLOYEE$26,638not reported in the loaded dataset2023
Bridgeway Benefit Technologies LLCNONE$24,408not reported in the loaded dataset2023
Employee #5EMPLOYEE$24,302not reported in the loaded dataset2023
Compumail CorpNONE$23,455not reported in the loaded dataset2023
Employee #8EMPLOYEE$22,046not reported in the loaded dataset2023
Employee #14EMPLOYEE$20,520not reported in the loaded dataset2023
Employee #11EMPLOYEE$14,906not reported in the loaded dataset2023
Employee #19EMPLOYEE$14,116not reported in the loaded dataset2023
Employee #10EMPLOYEE$13,820not reported in the loaded dataset2023
Employee #15EMPLOYEE$13,149not reported in the loaded dataset2023
State Street Global Advisors SeniorNONE$12,357$02023
Employee #20EMPLOYEE$12,012not reported in the loaded dataset2023
Employee #22EMPLOYEE$10,180not reported in the loaded dataset2023
Employee #12EMPLOYEE$7,313not reported in the loaded dataset2023
Employee #2EMPLOYEE$7,252not reported in the loaded dataset2023
Employee #9EMPLOYEE$6,428not reported in the loaded dataset2023
Employee #1EMPLOYEE$5,979not reported in the loaded dataset2023
Employee #16EMPLOYEE$5,743not reported in the loaded dataset2023

Related Form 5500 pages