Tennessee/North Carolina Carpenters And Millwrights Pension Fund — Form 5500 plan (Tennessee/North Carolina Carpenters And Millwrights 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, Tennessee/North Carolina Carpenters And Millwrights Pension Fund is a benefit plan reported by Tennessee/North Carolina Carpenters And Millwrights Pension under EIN 62-6101275 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,212 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tennessee/North Carolina Carpenters And Millwrights Pension
- EIN
- 62-6101275
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 3,212
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,212 | H, C | 20250218121508NAL0003204737002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $135,949,776
Income & contributions
- Employer contributions
- $12,178,449
- Total contributions
- $12,178,449
- Total income / additions
- $24,705,709
Expenses & distributions
- Benefits paid
- $7,006,747
- Administrative expenses
- $783,173
- Total expenses
- $7,789,920
- Net increase / (decrease)
- $16,915,789
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | NONE | $276,195 | $0 | 2023 |
| Southern Benefit Administrators | NONE | $131,578 | not reported in the loaded dataset | 2023 |
| Highland Capital Management | NONE | $102,826 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | NONE | $0 | $92,928 | 2023 |
| Newtower Trust Company | NONE | $0 | $75,468 | 2023 |
| Daniels, Irwin & Aylor | NONE | $30,500 | not reported in the loaded dataset | 2023 |
| Columbia Investment Management | NONE | $25,006 | not reported in the loaded dataset | 2023 |
| Godwin Morris Laurenzi & Bloomfield | NONE | $12,656 | not reported in the loaded dataset | 2023 |
| Osborn, Carreiro & Associates | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Money Market, Mutual & Etf Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tennessee/North Carolina Carpenters And Millwrights Pension
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Morgan Stanley Wealth Management — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Highland Capital Management — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Columbia Investment Management — Schedule C compensation
- Godwin Morris Laurenzi & Bloomfield — Schedule C compensation
- Osborn, Carreiro & Associates — Schedule C compensation
- Money Market, Mutual & Etf Funds — Schedule C compensation