Northwest Ohio Carpenters, Millwrights And Pile Drivers Supplemental Pension Plan — Form 5500 plan (Board Of Trustees Nw Ohio Carp Mw Pd Supplemental)

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, Northwest Ohio Carpenters, Millwrights And Pile Drivers Supplemental Pension Plan is a benefit plan reported by Board Of Trustees Nw Ohio Carp Mw Pd Supplemental under EIN 34-1697633 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,764 participants and $324,116,591 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Nw Ohio Carp Mw Pd Supplemental
EIN
34-1697633
Plan number
001
Plan type
1
Location
Holland, OH
Latest filing year
2023
Participants
5,764
End-of-year plan assets
$324,116,591

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,764H, C20250404113659NAL0006813187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$324,116,591
Total liabilities (EOY)
$190,280
Net assets (EOY)
$323,926,311
Net assets (BOY)
$295,619,822

Income & contributions

Employer contributions
$15,628,807
Total contributions
$15,628,807
Total income / additions
$51,783,574

Expenses & distributions

Benefits paid
$22,766,600
Administrative expenses
$710,485
Total expenses
$23,477,085
Net increase / (decrease)
$28,306,489

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Ohio AdministratorsNONE$217,568not reported in the loaded dataset2023
Frontier Capital ManagementNONE$112,887not reported in the loaded dataset2023
Key Bank National AssociationNONE$92,025not reported in the loaded dataset2023
Meketa Investment GroupNONE$60,500not reported in the loaded dataset2023
Ohio Capenters' Fringe Benefit FundNONE$52,499not reported in the loaded dataset2023
Shumaker Loop KendrickNONE$32,507not reported in the loaded dataset2023
Huntington InsuranceNONE$18,949not reported in the loaded dataset2023
State Street Global AdvisorsNONE$15,085not reported in the loaded dataset2023
Clark, Schaefer, Hackett & Co.NONE$11,000not reported in the loaded dataset2023

Related Form 5500 pages