In/Ky/Oh Rgnl Council Of Carpenters Welfare Fund — Form 5500 plan (Board Of Trustees In/Ky/Oh Rgnl Council Of Carpenters Welfare 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, In/Ky/Oh Rgnl Council Of Carpenters Welfare Fund is a benefit plan reported by Board Of Trustees In/Ky/Oh Rgnl Council Of Carpenters Welfare Fund under EIN 35-6042362 and plan number 501. The latest loaded filing year is 2023. The filing reports 15,606 participants and $345,560,260 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees In/Ky/Oh Rgnl Council Of Carpenters Welfare Fund
- EIN
- 35-6042362
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 15,606
- End-of-year plan assets
- $345,560,260
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,606 | H, C | 20241015161514NAL0016853395009 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $345,560,260
- Total liabilities (EOY)
- $233,688,755
- Net assets (EOY)
- $111,871,505
- Net assets (BOY)
- $100,757,866
Income & contributions
- Employer contributions
- $185,743,110
- Participant contributions
- $19,364,113
- Total contributions
- $205,107,223
- Total income / additions
- $225,992,983
Expenses & distributions
- Benefits paid
- $202,537,184
- Administrative expenses
- $12,342,160
- Total expenses
- $214,879,344
- Net increase / (decrease)
- $11,113,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independence Administrators | NONE | $3,498,201 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $2,790,779 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $1,892,468 | not reported in the loaded dataset | 2023 |
| Anthem Insurance Companies | NONE | $1,152,892 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $475,204 | not reported in the loaded dataset | 2023 |
| American Graphics | NONE | $189,117 | not reported in the loaded dataset | 2023 |
| Level Care | NONE | $175,238 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc. | NONE | $173,285 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Co., Llp | NONE | $165,369 | not reported in the loaded dataset | 2023 |
| Pnc Institutional Services | NONE | $164,186 | not reported in the loaded dataset | 2023 |
| Rreef America LLC | NONE | $141,494 | not reported in the loaded dataset | 2023 |
| Evolution | NONE | $131,092 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $128,571 | not reported in the loaded dataset | 2023 |
| Part D Advisors | NONE | $127,763 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $121,458 | not reported in the loaded dataset | 2023 |
| Johnson & Krol | NONE | $114,077 | not reported in the loaded dataset | 2023 |
| Ifm Global Infrastructure | NONE | $112,640 | not reported in the loaded dataset | 2023 |
| Sullivan, Ware, Asher, & Patton | NONE | $104,435 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Parametrics Defense Equity Fund | NONE | $42,273 | not reported in the loaded dataset | 2023 |
| American Health Holding | NONE | $35,298 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $27,093 | not reported in the loaded dataset | 2023 |
| Zelis Healthcare Corp | NONE | $22,078 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $10,281 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees In/Ky/Oh Rgnl Council Of Carpenters Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Independence Administrators — Schedule C compensation
- Express Scripts — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Anthem Insurance Companies — Schedule C compensation
- Delta Dental — Schedule C compensation
- American Graphics — Schedule C compensation
- Level Care — Schedule C compensation
- National Investment Services, Inc. — Schedule C compensation
- L.M. Henderson & Co., Llp — Schedule C compensation
- Pnc Institutional Services — Schedule C compensation
- Rreef America LLC — Schedule C compensation
- Evolution — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Part D Advisors — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Johnson & Krol — Schedule C compensation
- Ifm Global Infrastructure — Schedule C compensation
- Sullivan, Ware, Asher, & Patton — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Parametrics Defense Equity Fund — Schedule C compensation
- American Health Holding — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Zelis Healthcare Corp — Schedule C compensation
- The Wagner Law Group — Schedule C compensation