Arizona State Carpenter'S Annuity Trust Fund — Form 5500 plan (Arizona State Carpenters' Annuity Trust 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, Arizona State Carpenter'S Annuity Trust Fund is a benefit plan reported by Arizona State Carpenters' Annuity Trust Fund under EIN 86-6056025 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,934 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arizona State Carpenters' Annuity Trust Fund
- EIN
- 86-6056025
- Plan number
- 002
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 3,934
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,934 | H, C | 20241015151942NAL0030141361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $86,640,336
Income & contributions
- Total contributions
- $0
- Total income / additions
- $8,928,537
Expenses & distributions
- Benefits paid
- $6,386,747
- Administrative expenses
- $645,423
- Total expenses
- $7,032,170
- Net increase / (decrease)
- $1,896,367
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $160,042 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $125,845 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $92,774 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $59,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $52,278 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $42,967 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $23,193 | not reported in the loaded dataset | 2023 |
| Jennings, Strouss & Salmon Plc | NONE | $16,596 | not reported in the loaded dataset | 2023 |
| Ropes & Gray Llp | NONE | $14,303 | not reported in the loaded dataset | 2023 |
| Spencer Fane Llp | NONE | $13,968 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arizona State Carpenters' Annuity Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Zenith American Solutions — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- The Segal Company — Schedule C compensation
- Jennings, Strouss & Salmon Plc — Schedule C compensation
- Ropes & Gray Llp — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation