Central Illinois Carpenters Retirement Savings Fun — Form 5500 plan (Board Of Trustees Central Illinois Carpenters Retirement 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, Central Illinois Carpenters Retirement Savings Fun is a benefit plan reported by Board Of Trustees Central Illinois Carpenters Retirement Savings Fund under EIN 37-1234126 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,538 participants and $230,479,329 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Central Illinois Carpenters Retirement Savings Fund
- EIN
- 37-1234126
- Plan number
- 001
- Plan type
- 1
- Location
- Lincoln, IL
- Latest filing year
- 2023
- Participants
- 7,538
- End-of-year plan assets
- $230,479,329
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,538 | H, C | 20250124091019NAL0004615443003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $230,479,329
- Total liabilities (EOY)
- $262,751
- Net assets (EOY)
- $230,216,578
- Net assets (BOY)
- $201,068,412
Income & contributions
- Employer contributions
- $18,341,103
- Total contributions
- $18,341,103
- Total income / additions
- $41,999,144
Expenses & distributions
- Benefits paid
- $12,341,844
- Administrative expenses
- $509,134
- Total expenses
- $12,850,978
- Net increase / (decrease)
- $29,148,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cich & Wtf | RELATED PARTY | $168,323 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Garcia Hamilton & Associates, Lp | NONE | $49,777 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $25,036 | not reported in the loaded dataset | 2023 |
| Cavanagh & O'Hara Llp | NONE | $18,005 | not reported in the loaded dataset | 2023 |
| Romolo & Associates, LLC | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates, Ll | NONE | $15,679 | not reported in the loaded dataset | 2023 |
| Neuberger Berman Investment Adviser | NONE | $0 | $15,167 | 2023 |
| The Union Labor Life Insurance Comp | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Central Illinois Carpenters Retirement Savings Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lincoln, IL
- Cich & Wtf — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Garcia Hamilton & Associates, Lp — Schedule C compensation
- Regions Bank — Schedule C compensation
- Cavanagh & O'Hara Llp — Schedule C compensation
- Romolo & Associates, LLC — Schedule C compensation
- Parametric Portfolio Associates, Ll — Schedule C compensation
- Neuberger Berman Investment Adviser — Schedule C compensation
- The Union Labor Life Insurance Comp — Schedule C compensation