Florida Carpenters Pension Plan — Form 5500 plan (Trustees Of The Florida Carpenters 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, Florida Carpenters Pension Plan is a benefit plan reported by Trustees Of The Florida Carpenters Pension Plan under EIN 59-6205166 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,292 participants and $315,415,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Florida Carpenters Pension Plan
- EIN
- 59-6205166
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 8,292
- End-of-year plan assets
- $315,415,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,292 | H, C | 20241014160634NAL0045241360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $315,415,194
- Total liabilities (EOY)
- $571,474
- Net assets (EOY)
- $314,843,720
- Net assets (BOY)
- $307,562,967
Income & contributions
- Employer contributions
- $12,178,219
- Total contributions
- $12,178,219
- Total income / additions
- $32,317,287
Expenses & distributions
- Benefits paid
- $23,159,295
- Administrative expenses
- $1,877,239
- Total expenses
- $25,036,534
- Net increase / (decrease)
- $7,280,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Smith Graham & Co. Investment | NONE | $196,952 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrator | NONE | $164,500 | not reported in the loaded dataset | 2023 |
| Venable Law Firm, P.A. | NONE | $158,810 | not reported in the loaded dataset | 2023 |
| Investment Performance Service | NONE | $129,000 | not reported in the loaded dataset | 2023 |
| Law Office Of Alan Eichenbaum, P.A | NONE | $80,097 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $78,713 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co. | NONE | $44,699 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Florida Carpenters Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Smith Graham & Co. Investment — Schedule C compensation
- Southern Benefit Administrator — Schedule C compensation
- Venable Law Firm, P.A. — Schedule C compensation
- Investment Performance Service — Schedule C compensation
- Law Office Of Alan Eichenbaum, P.A — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Lapadula Carlson & Co. — Schedule C compensation