Southeastern Carpenters And Millwrights Pension Plan — Form 5500 plan (Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan)
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, Southeastern Carpenters And Millwrights Pension Plan is a benefit plan reported by Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan under EIN 58-6080306 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,385 participants and $534,737,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan
- EIN
- 58-6080306
- Plan number
- 002
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 9,385
- End-of-year plan assets
- $534,737,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,385 | H, C | 20241013104506NAL0012394147002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $534,737,215
- Total liabilities (EOY)
- $613,719
- Net assets (EOY)
- $534,123,496
- Net assets (BOY)
- $466,898,448
Income & contributions
- Employer contributions
- $27,907,865
- Total contributions
- $27,907,865
- Total income / additions
- $98,743,004
Expenses & distributions
- Benefits paid
- $29,860,991
- Administrative expenses
- $1,656,965
- Total expenses
- $31,517,956
- Net increase / (decrease)
- $67,225,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico Investment Advisors | NONE | $317,269 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, L.P. | NONE | $305,608 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $0 | $280,672 | 2023 |
| Barrow, Hanley, Mewhinney & Strauss | NONE | $204,930 | $4,249 | 2023 |
| Crescent Credit Solutions | NONE | $0 | $187,736 | 2023 |
| Southern Benefit Administrators | NONE | $147,600 | not reported in the loaded dataset | 2023 |
| Prudential Financial | NONE | $68,827 | $68,823 | 2023 |
| Blackstone Infrastructure | NONE | $0 | $92,816 | 2023 |
| Asb Capital Management LLC | NONE | $82,079 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | NONE | $0 | $81,060 | 2023 |
| Eagle Asset Management | NONE | $78,441 | not reported in the loaded dataset | 2023 |
| Pacific Income Advisors | NONE | $75,664 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services | NONE | $62,330 | not reported in the loaded dataset | 2023 |
| Mackay Shields | NONE | $56,285 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory | NONE | $46,552 | not reported in the loaded dataset | 2023 |
| Atlanta Capital Management | NONE | $44,402 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor Cpas | NONE | $31,925 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $18,048 | not reported in the loaded dataset | 2023 |
| Ziegler | NONE | $13,852 | not reported in the loaded dataset | 2023 |
| Money Market And Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Ullico Investment Advisors — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Barrow, Hanley, Mewhinney & Strauss — Schedule C compensation
- Crescent Credit Solutions — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Prudential Financial — Schedule C compensation
- Blackstone Infrastructure — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Eagle Asset Management — Schedule C compensation
- Pacific Income Advisors — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Mackay Shields — Schedule C compensation
- Arnall Golden Gregory — Schedule C compensation
- Atlanta Capital Management — Schedule C compensation
- Daniels, Irwin & Aylor Cpas — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Ziegler — Schedule C compensation
- Money Market And Mutual Funds — Schedule C compensation