Carpenters Local No 491 Pension Plan — Form 5500 plan (Trustees Of Carpenters Local No 491 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, Carpenters Local No 491 Pension Plan is a benefit plan reported by Trustees Of Carpenters Local No 491 Plan under EIN 22-2835549 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,025 participants and $64,853,593 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Carpenters Local No 491 Plan
EIN
22-2835549
Plan number
001
Plan type
1
Location
Sparks, MD
Latest filing year
2023
Participants
1,025
End-of-year plan assets
$64,853,593

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,025H, C20250411101102NAL0014038179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,853,593
Total liabilities (EOY)
$63,168
Net assets (EOY)
$64,790,425
Net assets (BOY)
$57,700,823

Income & contributions

Employer contributions
$3,141,511
Total contributions
$3,141,511
Total income / additions
$9,986,148

Expenses & distributions

Benefits paid
$2,566,345
Administrative expenses
$330,201
Total expenses
$2,896,546
Net increase / (decrease)
$7,089,602

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated AdminstratorsNONE$115,892not reported in the loaded dataset2023
Bolton Partners IncNONE$67,317not reported in the loaded dataset2023
Batoff Associates PaNONE$40,785not reported in the loaded dataset2023
Pension Benefit Guaranty CorpNONE$35,875not reported in the loaded dataset2023
Bolton Partners Consulting GroupNONE$26,127not reported in the loaded dataset2023
York Insurance Services IncNONE$8,626not reported in the loaded dataset2023
Ira Marc Miller And Co Panot reported in the loaded datasetnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages