Indiana/Kentucky/Ohio Regional Council Of Carpenters Pension Fund — Form 5500 plan (Board Of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe)
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, Indiana/Kentucky/Ohio Regional Council Of Carpenters Pension Fund is a benefit plan reported by Board Of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe under EIN 51-6123713 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,528 participants and $1,622,805,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe
- EIN
- 51-6123713
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 12,528
- End-of-year plan assets
- $1,622,805,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,528 | H, C | 20250409154813NAL0030858048005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,622,805,700
- Total liabilities (EOY)
- $3,550,962
- Net assets (EOY)
- $1,619,254,738
- Net assets (BOY)
- $1,450,610,395
Income & contributions
- Employer contributions
- $99,382,950
- Total contributions
- $99,382,950
- Total income / additions
- $274,181,919
Expenses & distributions
- Benefits paid
- $102,180,504
- Administrative expenses
- $3,357,072
- Total expenses
- $105,537,576
- Net increase / (decrease)
- $168,644,343
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $669,992 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $423,036 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $324,295 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $263,165 | $0 | 2023 |
| Cheiron, Inc. | NONE | $206,409 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $160,000 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $159,142 | not reported in the loaded dataset | 2023 |
| L.M. Henderson & Company, Llp | NONE | $102,079 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank | NONE | $99,764 | $0 | 2023 |
| National Investment Services, Inc. | NONE | $84,134 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $74,275 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $62,645 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $54,807 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $46,595 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $11,582 | $0 | 2023 |
| Mls Group Of Companies, LLC | NONE | $9,800 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | NONE | $5,736 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Indiana/Kentucky/Ohio Regional Council Carpenters Pe
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- L.M. Henderson & Company, Llp — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- National Investment Services, Inc. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Mls Group Of Companies, LLC — Schedule C compensation
- Principal Financial Group — Schedule C compensation