Central Iowa Carpenters Money Purchase Plan — Form 5500 plan (Board Of Trustees Central Iowa Carpenters Money Purchase 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, Central Iowa Carpenters Money Purchase Plan is a benefit plan reported by Board Of Trustees Central Iowa Carpenters Money Purchase Plan under EIN 36-6066902 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,203 participants and $124,918,315 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Central Iowa Carpenters Money Purchase Plan
- EIN
- 36-6066902
- Plan number
- 003
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 2,203
- End-of-year plan assets
- $124,918,315
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,203 | H, C | 20240819104507NAL0001409153003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $124,918,315
- Total liabilities (EOY)
- $69,396
- Net assets (EOY)
- $124,848,919
- Net assets (BOY)
- $115,984,056
Income & contributions
- Employer contributions
- $6,964,388
- Total contributions
- $6,964,388
- Total income / additions
- $16,288,933
Expenses & distributions
- Benefits paid
- $7,037,631
- Administrative expenses
- $386,439
- Total expenses
- $7,424,070
- Net increase / (decrease)
- $8,864,863
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asb Allegiance Investments, LLC | not reported in the loaded dataset | $109,400 | not reported in the loaded dataset | 2023 |
| Milliman | not reported in the loaded dataset | $101,047 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | not reported in the loaded dataset | $40,000 | not reported in the loaded dataset | 2023 |
| Arnold, Newbold, Winter, Jackson,Pc | not reported in the loaded dataset | $31,315 | not reported in the loaded dataset | 2023 |
| Comerica | not reported in the loaded dataset | $21,977 | $0 | 2023 |
| Matrix Trust Company | not reported in the loaded dataset | $19,090 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $15,000 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | not reported in the loaded dataset | $7,560 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | not reported in the loaded dataset | $0 | $4,855 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Central Iowa Carpenters Money Purchase Plan
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Asb Allegiance Investments, LLC — Schedule C compensation
- Milliman — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Arnold, Newbold, Winter, Jackson,Pc — Schedule C compensation
- Comerica — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation