Michigan Regional Council Of Carpenters' Annuity Fund — Form 5500 plan (Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity 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, Michigan Regional Council Of Carpenters' Annuity Fund is a benefit plan reported by Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund under EIN 38-3240423 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,454 participants and $500,459,680 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund
- EIN
- 38-3240423
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 17,454
- End-of-year plan assets
- $500,459,680
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,454 | H, C | 20250108091506NAL0017817424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $500,459,680
- Total liabilities (EOY)
- $1,578,493
- Net assets (EOY)
- $498,881,187
- Net assets (BOY)
- $436,946,074
Income & contributions
- Employer contributions
- $37,407,310
- Total contributions
- $37,407,310
- Total income / additions
- $97,192,845
Expenses & distributions
- Benefits paid
- $32,821,229
- Administrative expenses
- $2,436,503
- Total expenses
- $35,257,732
- Net increase / (decrease)
- $61,935,113
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aristotle Capital Management | NONE | $601,239 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking | NONE | $394,113 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $373,277 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $245,074 | not reported in the loaded dataset | 2023 |
| Novara, Tesija & Catenacci, Pllc | NONE | $163,067 | not reported in the loaded dataset | 2023 |
| Carpenters Fringe Benefit Funds Jdc | NONE | $154,033 | not reported in the loaded dataset | 2023 |
| Reinhart Partners, Inc. | NONE | $108,696 | not reported in the loaded dataset | 2023 |
| Madison Investment Advisors | NONE | $75,859 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $55,760 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., Pllc | NONE | $35,350 | not reported in the loaded dataset | 2023 |
| Capital Research And Management | NONE | $34,998 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Aristotle Capital Management — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Novara, Tesija & Catenacci, Pllc — Schedule C compensation
- Carpenters Fringe Benefit Funds Jdc — Schedule C compensation
- Reinhart Partners, Inc. — Schedule C compensation
- Madison Investment Advisors — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Bultynck & Co., Pllc — Schedule C compensation
- Capital Research And Management — Schedule C compensation