Southern Alaska Carpenters Retirement Plan — Form 5500 plan (Trustees Of The Southern Alaska Carp. Retirement Plan)
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, Southern Alaska Carpenters Retirement Plan is a benefit plan reported by Trustees Of The Southern Alaska Carp. Retirement Plan under EIN 92-0120866 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,832 participants and $149,314,290 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Southern Alaska Carp. Retirement Plan
- EIN
- 92-0120866
- Plan number
- 001
- Plan type
- 1
- Location
- Mercer Island, WA
- Latest filing year
- 2023
- Participants
- 2,832
- End-of-year plan assets
- $149,314,290
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,832 | H, C | 20241015205807NAL0049766304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,314,290
- Total liabilities (EOY)
- $361,718
- Net assets (EOY)
- $148,952,572
- Net assets (BOY)
- $142,427,552
Income & contributions
- Employer contributions
- $6,428,084
- Total contributions
- $6,428,084
- Total income / additions
- $20,342,746
Expenses & distributions
- Benefits paid
- $12,808,090
- Administrative expenses
- $1,009,636
- Total expenses
- $13,817,726
- Net increase / (decrease)
- $6,525,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin. Service | NONE | $189,203 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $173,223 | not reported in the loaded dataset | 2023 |
| R.V. Kuhns & Associates, Inc. | NONE | $116,642 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $74,353 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $67,275 | not reported in the loaded dataset | 2023 |
| Keybank National Association | NONE | $51,917 | $0 | 2023 |
| American Realty Advisors, LLC | NONE | $51,568 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $46,449 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust | NONE | $45,015 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $36,272 | not reported in the loaded dataset | 2023 |
| Labor Trust Services | NONE | $6,792 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Southern Alaska Carp. Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mercer Island, WA
- Welfare & Pension Admin. Service — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- R.V. Kuhns & Associates, Inc. — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Keybank National Association — Schedule C compensation
- American Realty Advisors, LLC — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Labor Trust Services — Schedule C compensation