Greater Pennsylvania Carpenters' Annuity And Savings Fund — Form 5500 plan (Greater Pennsylvania Carpenters' Annuity And Savings 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, Greater Pennsylvania Carpenters' Annuity And Savings Fund is a benefit plan reported by Greater Pennsylvania Carpenters' Annuity And Savings Fund under EIN 25-6107170 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,440 participants and $540,931,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greater Pennsylvania Carpenters' Annuity And Savings Fund
- EIN
- 25-6107170
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 20,440
- End-of-year plan assets
- $540,931,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,440 | H, C | 20241209110525NAL0009182129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $540,931,065
- Total liabilities (EOY)
- $1,417,664
- Net assets (EOY)
- $539,513,401
- Net assets (BOY)
- $488,139,631
Income & contributions
- Employer contributions
- $63,209,823
- Total contributions
- $63,209,823
- Total income / additions
- $104,229,749
Expenses & distributions
- Benefits paid
- $51,264,101
- Administrative expenses
- $1,591,878
- Total expenses
- $52,855,979
- Net increase / (decrease)
- $51,373,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Services | NONE | $1,488,242 | not reported in the loaded dataset | 2023 |
| Carpenters Combined Funds Inc. | NONE | $611,000 | not reported in the loaded dataset | 2023 |
| Henry Rossi & Co.,Llp | NONE | $24,500 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $23,181 | not reported in the loaded dataset | 2023 |
| Pfm Asset Management LLC | NONE | $22,330 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Greater Pennsylvania Carpenters' Annuity And Savings Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- John Hancock Retirement Services — Schedule C compensation
- Carpenters Combined Funds Inc. — Schedule C compensation
- Henry Rossi & Co.,Llp — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation
- Pfm Asset Management LLC — Schedule C compensation