United Brotherhood Of Carpenters Pension Fund United States Segment — Form 5500 plan (United Brotherhood Of Carpenters 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, United Brotherhood Of Carpenters Pension Fund United States Segment is a benefit plan reported by United Brotherhood Of Carpenters Pension Fund under EIN 52-6075035 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,610 participants and $978,533,756 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Brotherhood Of Carpenters Pension Fund
EIN
52-6075035
Plan number
002
Plan type
1
Location
Las Vegas, NV
Latest filing year
2023
Participants
4,610
End-of-year plan assets
$978,533,756

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,610H, C20241014220307NAL0027231137004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$978,533,756
Total liabilities (EOY)
$227,516
Net assets (EOY)
$978,306,240
Net assets (BOY)
$906,527,150

Income & contributions

Employer contributions
$41,185,312
Total contributions
$41,185,312
Total income / additions
$157,500,575

Expenses & distributions

Benefits paid
$84,056,829
Administrative expenses
$1,664,656
Total expenses
$85,721,485
Net increase / (decrease)
$71,779,090

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alan Biller & Associates, IncNONE$353,000not reported in the loaded dataset2023
Benesys, IncNONE$238,862not reported in the loaded dataset2023
The Segal Company (Eastern States)NONE$171,352not reported in the loaded dataset2023
Washington Capital Management, IncNONE$165,088not reported in the loaded dataset2023
Shanley, ApcCONTRIBUTING EMPLOYER$91,975not reported in the loaded dataset2023
Yousif Capital ManagementNONE$83,962not reported in the loaded dataset2023
Calibre Cpa Group PllcNONE$75,451not reported in the loaded dataset2023
Amalgamated Bank Of ChicagoNONE$66,920$02023
Cheiron Incnot reported in the loaded dataset$15,625$02023
Union BankNONE$5,551not reported in the loaded dataset2023

Related Form 5500 pages