Oklahoma-Arkansas Carpenters Health & Welfare Fund — Form 5500 plan (Oklahoma-Arkansas Carpenters Health & Welfare 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, Oklahoma-Arkansas Carpenters Health & Welfare Fund is a benefit plan reported by Oklahoma-Arkansas Carpenters Health & Welfare Fund under EIN 74-6042661 and plan number 501. The latest loaded filing year is 2023. The filing reports 674 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oklahoma-Arkansas Carpenters Health & Welfare Fund
- EIN
- 74-6042661
- Plan number
- 501
- Plan type
- 1
- Location
- Goodletsville, TN
- Latest filing year
- 2023
- Participants
- 674
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 674 | H, C | 20241014142222NAL0027547505005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $26,404,737
Income & contributions
- Employer contributions
- $3,167,081
- Participant contributions
- $41,733
- Total contributions
- $3,208,814
- Total income / additions
- $4,367,391
Expenses & distributions
- Benefits paid
- $1,938,846
- Administrative expenses
- $380,794
- Total expenses
- $2,319,640
- Net increase / (decrease)
- $2,047,751
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $142,415 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $89,216 | not reported in the loaded dataset | 2023 |
| The Youngdahl Law Firm P.C. | NONE | $49,646 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $16,238 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $14,071 | $0 | 2023 |
| Osborn, Carreiro & Associates Inc | NONE | $10,800 | not reported in the loaded dataset | 2023 |
| Med Care Management | NONE | $9,646 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oklahoma-Arkansas Carpenters Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodletsville, TN
- Blue Cross Blue Shield Of Illinois — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- The Youngdahl Law Firm P.C. — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Osborn, Carreiro & Associates Inc — Schedule C compensation
- Med Care Management — Schedule C compensation