Mid-Atlantic Regional Council Of Carpenters Health Fund — Form 5500 plan (Board Of Trustees - Mid-Atlantic Regional Council Of Carpenters Health)
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, Mid-Atlantic Regional Council Of Carpenters Health Fund is a benefit plan reported by Board Of Trustees - Mid-Atlantic Regional Council Of Carpenters Health under EIN 52-6051383 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,893 participants and $55,363,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Mid-Atlantic Regional Council Of Carpenters Health
- EIN
- 52-6051383
- Plan number
- 501
- Plan type
- 1
- Location
- Oxon Hill, MD
- Latest filing year
- 2023
- Participants
- 3,893
- End-of-year plan assets
- $55,363,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,893 | H, C | 20241009133123NAL0009263107005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,363,576
- Total liabilities (EOY)
- $2,488,385
- Net assets (EOY)
- $52,875,191
- Net assets (BOY)
- $52,949,330
Income & contributions
- Employer contributions
- $24,557,934
- Participant contributions
- $2,635,730
- Total contributions
- $27,193,664
- Total income / additions
- $30,265,279
Expenses & distributions
- Benefits paid
- $28,762,093
- Administrative expenses
- $1,577,325
- Total expenses
- $30,339,418
- Net increase / (decrease)
- -$74,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith | NONE | $1,159,480 | not reported in the loaded dataset | 2023 |
| Independence Blue Cross | NONE | $690,729 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $93,190 | not reported in the loaded dataset | 2023 |
| Asb Capital | NONE | $72,180 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $41,109 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $39,395 | not reported in the loaded dataset | 2023 |
| Level Care Health Consortium | NONE | $38,783 | not reported in the loaded dataset | 2023 |
| Chartwell | NONE | $35,224 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $30,686 | not reported in the loaded dataset | 2023 |
| Cigna Healthcare | NONE | $30,498 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $28,091 | not reported in the loaded dataset | 2023 |
| Odonoghue & Odonoghue | NONE | $27,533 | not reported in the loaded dataset | 2023 |
| Ips | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust | NONE | $10,522 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $5,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Mid-Atlantic Regional Council Of Carpenters Health
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Oxon Hill, MD
- Zenith — Schedule C compensation
- Independence Blue Cross — Schedule C compensation
- Segal Company — Schedule C compensation
- Asb Capital — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Level Care Health Consortium — Schedule C compensation
- Chartwell — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Cigna Healthcare — Schedule C compensation
- Express Scripts — Schedule C compensation
- Odonoghue & Odonoghue — Schedule C compensation
- Ips — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Amalgamated Bank — Schedule C compensation