Southwest Carpenters Annuity Fund — Form 5500 plan (Board Of Trustees, Southwest Carpenters Annuity 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, Southwest Carpenters Annuity Fund is a benefit plan reported by Board Of Trustees, Southwest Carpenters Annuity Fund under EIN 88-0135694 and plan number 002. The latest loaded filing year is 2023. The filing reports 55,201 participants and $708,148,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southwest Carpenters Annuity Fund
- EIN
- 88-0135694
- Plan number
- 002
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 55,201
- End-of-year plan assets
- $708,148,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 55,201 | H, C | 20241009132117NAL0019290129003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $708,148,164
- Total liabilities (EOY)
- $1,441,175
- Net assets (EOY)
- $706,706,989
- Net assets (BOY)
- $467,992,699
Income & contributions
- Employer contributions
- $120,416,804
- Total contributions
- $120,416,804
- Total income / additions
- $186,861,788
Expenses & distributions
- Benefits paid
- $20,809,277
- Administrative expenses
- $4,069,641
- Total expenses
- $24,925,639
- Net increase / (decrease)
- $161,936,149
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carpenters Southwest Admin. Corp. | ADMIN CORP | $1,943,344 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance | NONE | $1,455,437 | $0 | 2023 |
| Brownstein, Hyatt, Farber, Schreck | NONE | $119,557 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $116,500 | not reported in the loaded dataset | 2023 |
| Shanley Apc | NONE | $88,946 | not reported in the loaded dataset | 2023 |
| Union Press Printing | NONE | $32,537 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $12,156 | 2023 |
| The Segal Company | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southwest Carpenters Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Carpenters Southwest Admin. Corp. — Schedule C compensation
- Prudential Retirement Insurance — Schedule C compensation
- Brownstein, Hyatt, Farber, Schreck — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Shanley Apc — Schedule C compensation
- Union Press Printing — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- The Segal Company — Schedule C compensation