Tri-State Carpenters And Joiners Pension Trust Fund — Form 5500 plan (Board Of Trustees - Tri-State Carpenters And Joiners Pension)
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, Tri-State Carpenters And Joiners Pension Trust Fund is a benefit plan reported by Board Of Trustees - Tri-State Carpenters And Joiners Pension under EIN 62-0976048 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,821 participants and $228,446,503 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Tri-State Carpenters And Joiners Pension
- EIN
- 62-0976048
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 4,821
- End-of-year plan assets
- $228,446,503
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,821 | H, C | 20241013171508NAL0042568192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $228,446,503
- Total liabilities (EOY)
- $6,652,914
- Net assets (EOY)
- $221,793,589
- Net assets (BOY)
- $203,579,931
Income & contributions
- Employer contributions
- $17,045,303
- Total contributions
- $17,045,303
- Total income / additions
- $40,221,057
Expenses & distributions
- Benefits paid
- $20,450,391
- Administrative expenses
- $1,557,008
- Total expenses
- $22,007,399
- Net increase / (decrease)
- $18,213,658
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackstone Infrastructure Partners | NONE | $172,249 | $0 | 2023 |
| Southern Benefit Administrators | NONE | $147,731 | not reported in the loaded dataset | 2023 |
| Victory Capital Management | NONE | $127,214 | not reported in the loaded dataset | 2023 |
| Neuberger Berman, LLC | NONE | $124,581 | $0 | 2023 |
| Investment Performance Services LLC | NONE | $102,502 | not reported in the loaded dataset | 2023 |
| Johnston Asset Management | NONE | $101,791 | not reported in the loaded dataset | 2023 |
| First Eagle Investment Management | NONE | $0 | $96,066 | 2023 |
| Highland Capital Management | NONE | $88,260 | $708 | 2023 |
| Asb Allegiance | NONE | $74,546 | not reported in the loaded dataset | 2023 |
| Invesco Advisors, Inc. | NONE | $57,324 | not reported in the loaded dataset | 2023 |
| Fred Alger Management | NONE | $49,295 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $48,350 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $0 | $47,049 | 2023 |
| Osborn, Carreiro & Associates | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $0 | $36,652 | 2023 |
| Arnall Golden Gregory Llp | NONE | $32,493 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $29,712 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners LLC | NONE | $24,969 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $14,277 | not reported in the loaded dataset | 2023 |
| Proxyvote Plus LLC | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $7,007 | $137 | 2023 |
| Money Market, Mutual & Cit Funds | NONE | $0 | $0 | 2023 |
| Grosvenor Institutional Partners | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Tri-State Carpenters And Joiners Pension
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Blackstone Infrastructure Partners — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Neuberger Berman, LLC — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Johnston Asset Management — Schedule C compensation
- First Eagle Investment Management — Schedule C compensation
- Highland Capital Management — Schedule C compensation
- Asb Allegiance — Schedule C compensation
- Invesco Advisors, Inc. — Schedule C compensation
- Fred Alger Management — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Osborn, Carreiro & Associates — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Arnall Golden Gregory Llp — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Chartwell Investment Partners LLC — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Proxyvote Plus LLC — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Money Market, Mutual & Cit Funds — Schedule C compensation
- Grosvenor Institutional Partners — Schedule C compensation