Greater Pennsylvania Carpenters' Pension Fund — Form 5500 plan (Greater Pennsylvania Carpenters' Pension 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' Pension Fund is a benefit plan reported by Greater Pennsylvania Carpenters' Pension Fund under EIN 25-6135570 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,581 participants and $1,245,354,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greater Pennsylvania Carpenters' Pension Fund
- EIN
- 25-6135570
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 17,581
- End-of-year plan assets
- $1,245,354,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,581 | H, C | 20241209110525NAL0009182129002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,245,354,599
- Total liabilities (EOY)
- $55,101,725
- Net assets (EOY)
- $1,190,252,874
- Net assets (BOY)
- $1,074,797,596
Income & contributions
- Employer contributions
- $84,799,073
- Total contributions
- $84,799,073
- Total income / additions
- $234,622,093
Expenses & distributions
- Benefits paid
- $112,884,843
- Administrative expenses
- $6,281,972
- Total expenses
- $119,166,815
- Net increase / (decrease)
- $115,455,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carpenters Combined Funds Inc. | ADMINISTRATOR | $1,281,500 | not reported in the loaded dataset | 2023 |
| Foundry Partners | NONE | $470,020 | not reported in the loaded dataset | 2023 |
| Eagle Capital | NONE | $427,458 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management | NONE | $353,207 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $349,275 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $345,225 | not reported in the loaded dataset | 2023 |
| Kayne Small Cap | NONE | $295,863 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $291,040 | not reported in the loaded dataset | 2023 |
| Prudential | NONE | $240,815 | not reported in the loaded dataset | 2023 |
| Chartwell Asset Management | NONE | $237,564 | not reported in the loaded dataset | 2023 |
| Pnc Advisors | NONE | $214,493 | not reported in the loaded dataset | 2023 |
| Adams Street Partners | NONE | $208,825 | not reported in the loaded dataset | 2023 |
| Townsend Alpha Iii | NONE | $123,908 | not reported in the loaded dataset | 2023 |
| Tucker Arensberg | NONE | $88,170 | not reported in the loaded dataset | 2023 |
| Makena Private Equity | NONE | $74,948 | $0 | 2023 |
| Mcmorgan Beg Fund Ii | NONE | $74,221 | not reported in the loaded dataset | 2023 |
| Neuberger Investments | NONE | $67,375 | $0 | 2023 |
| Dolan Mceniry Capital Management | NONE | $64,667 | $0 | 2023 |
| Northern Trust Co | NONE | $64,275 | not reported in the loaded dataset | 2023 |
| Sigueler Guff Dreof Ii | NONE | $63,711 | not reported in the loaded dataset | 2023 |
| Henry Rossi & Co., Llp | NONE | $49,449 | not reported in the loaded dataset | 2023 |
| Townsend Real Estate Fund Alpha Ii | NONE | $39,144 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $31,043 | not reported in the loaded dataset | 2023 |
| Townsend Real Estate Fund Alpha I-A | NONE | $29,444 | not reported in the loaded dataset | 2023 |
| Tb Sc Opp | NONE | $27,924 | not reported in the loaded dataset | 2023 |
| Alan Biller And Associates | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Westwood Global Investments | NONE | $22,500 | $0 | 2023 |
| United Actuarial Services, Inc. | NONE | $17,200 | $0 | 2023 |
| Abato, Rubenstein And Abato, Pa | NONE | $14,988 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $14,121 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Greater Pennsylvania Carpenters' Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Carpenters Combined Funds Inc. — Schedule C compensation
- Foundry Partners — Schedule C compensation
- Eagle Capital — Schedule C compensation
- Jp Morgan Investment Management — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Kayne Small Cap — Schedule C compensation
- Cheiron — Schedule C compensation
- Prudential — Schedule C compensation
- Chartwell Asset Management — Schedule C compensation
- Pnc Advisors — Schedule C compensation
- Adams Street Partners — Schedule C compensation
- Townsend Alpha Iii — Schedule C compensation
- Tucker Arensberg — Schedule C compensation
- Makena Private Equity — Schedule C compensation
- Mcmorgan Beg Fund Ii — Schedule C compensation
- Neuberger Investments — Schedule C compensation
- Dolan Mceniry Capital Management — Schedule C compensation
- Northern Trust Co — Schedule C compensation
- Sigueler Guff Dreof Ii — Schedule C compensation
- Henry Rossi & Co., Llp — Schedule C compensation
- Townsend Real Estate Fund Alpha Ii — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Townsend Real Estate Fund Alpha I-A — Schedule C compensation
- Tb Sc Opp — Schedule C compensation
- Alan Biller And Associates — Schedule C compensation
- Westwood Global Investments — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Abato, Rubenstein And Abato, Pa — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation