Twin City Carpenters And Joiners Pension Fund — Form 5500 plan (Board Of Trustees Of The Twin City Carpenters And Joiners Pension 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, Twin City Carpenters And Joiners Pension Fund is a benefit plan reported by Board Of Trustees Of The Twin City Carpenters And Joiners Pension Fund under EIN 41-6043137 and plan number 001. The latest loaded filing year is 2023. The filing reports 18,196 participants and $1,887,218,446 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The Twin City Carpenters And Joiners Pension Fund
EIN
41-6043137
Plan number
001
Plan type
1
Location
Bloomington, MN
Latest filing year
2023
Participants
18,196
End-of-year plan assets
$1,887,218,446

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202318,196H, C20241011115430NAL0010885443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,887,218,446
Total liabilities (EOY)
$1,295,014
Net assets (EOY)
$1,885,923,432
Net assets (BOY)
$1,759,718,855

Income & contributions

Employer contributions
$121,524,630
Total contributions
$121,524,630
Total income / additions
$314,324,546

Expenses & distributions

Benefits paid
$180,285,039
Administrative expenses
$7,834,930
Total expenses
$188,119,969
Net increase / (decrease)
$126,204,577

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilson-Mcshane CorporationNONE$814,911not reported in the loaded dataset2023
Marathon Asset Management LimitedNONE$699,336not reported in the loaded dataset2023
Wells Capital ManagementNONE$632,229$02023
William BlairNONE$611,198not reported in the loaded dataset2023
Dearborn PartnersNONE$487,456not reported in the loaded dataset2023
Jennison Associates LLCNONE$478,944$02023
Deprince, Race, & ZolloNONE$469,366$02023
Wellington Trust Company, N/ANONE$465,821$02023
BlackstoneNONE$431,676$02023
Baird AdvisorsNONE$293,425not reported in the loaded dataset2023
Whitestar Advisors, LLCNONE$287,250not reported in the loaded dataset2023
Union Bank & TrustNONE$264,863$02023
Blackrock Institutional Trust CompaNONE$177,210$02023
Segal Marco AdvisorsNONE$172,953not reported in the loaded dataset2023
Reinhardt Boerner Van Deuren S.C.NONE$120,177not reported in the loaded dataset2023
Segal CompanyNONE$110,769not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$45,159not reported in the loaded dataset2023
Pension Benefit Information, LLCNONE$17,341not reported in the loaded dataset2023
Loomis Sayles Trust CompanyNONE$15,608not reported in the loaded dataset2023
The Union Labor Life Insurance GrouNONE$15,587$02023
Honsa-Binder Printing, Inc.NONE$9,211not reported in the loaded dataset2023
Raff PrintingNONE$5,134not reported in the loaded dataset2023

Related Form 5500 pages