Michigan Regional Council Of Carpenters' Employee Benefits Fund — Form 5500 plan (Joint Board Of Trustees Of Mrcc Employee Benefits 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' Employee Benefits Fund is a benefit plan reported by Joint Board Of Trustees Of Mrcc Employee Benefits Fund under EIN 38-3508105 and plan number 501. The latest loaded filing year is 2023. The filing reports 7,411 participants and $94,837,366 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Board Of Trustees Of Mrcc Employee Benefits Fund
EIN
38-3508105
Plan number
501
Plan type
1
Location
Troy, MI
Latest filing year
2023
Participants
7,411
End-of-year plan assets
$94,837,366

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,411H, C20250213141507NAL0037755216001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$94,837,366
Total liabilities (EOY)
$57,476,892
Net assets (EOY)
$37,360,474
Net assets (BOY)
$22,816,391

Income & contributions

Employer contributions
$76,842,511
Participant contributions
$13,683,947
Total contributions
$90,526,458
Total income / additions
$94,580,998

Expenses & distributions

Benefits paid
$77,563,947
Administrative expenses
$2,472,968
Total expenses
$80,036,915
Net increase / (decrease)
$14,544,083

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benesys, Inc.NONE$1,662,541$107,5182023
The Union Labor Life Insurance Co.NONE$287,937not reported in the loaded dataset2023
Novara, Tesija & Catenacci, PllcNONE$247,760not reported in the loaded dataset2023
Carpenters Fringe Benefit Funds JdcCOLLECTION PROGRAM$201,999not reported in the loaded dataset2023
American Graphics Printing Co.NONE$120,807not reported in the loaded dataset2023
Alliance Health & Life Corp.NONE$97,095not reported in the loaded dataset2023
Morgan Stanley Global BankingNONE$72,313not reported in the loaded dataset2023
The Segal CompanyNONE$69,288not reported in the loaded dataset2023
Boyd Watterson Asset Management LLCNONE$61,914not reported in the loaded dataset2023
Segal Select Insurance ServicesNONE$48,100not reported in the loaded dataset2023
Bultynck & Co., PllcNONE$43,100not reported in the loaded dataset2023
United Actuarial Services, Inc.NONE$18,400not reported in the loaded dataset2023

Related Form 5500 pages