Alaska Carpenters Defined Contribution Trust Fund — Form 5500 plan (Board Of Trustees, Alaska Carpenter Defined Contribution 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, Alaska Carpenters Defined Contribution Trust Fund is a benefit plan reported by Board Of Trustees, Alaska Carpenter Defined Contribution Trust Fund under EIN 92-6003157 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,886 participants and $207,845,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Alaska Carpenter Defined Contribution Trust Fund
- EIN
- 92-6003157
- Plan number
- 002
- Plan type
- 1
- Location
- Mercer Island, WA
- Latest filing year
- 2023
- Participants
- 2,886
- End-of-year plan assets
- $207,845,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,886 | H, C | 20241015124458NAL0014653059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,845,643
- Total liabilities (EOY)
- $164,352
- Net assets (EOY)
- $207,681,291
- Net assets (BOY)
- $181,108,143
Income & contributions
- Employer contributions
- $8,888,726
- Participant contributions
- $72,603
- Total contributions
- $8,961,329
- Total income / additions
- $41,111,515
Expenses & distributions
- Benefits paid
- $13,986,518
- Administrative expenses
- $551,849
- Total expenses
- $14,538,367
- Net increase / (decrease)
- $26,573,148
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin. Service | NONE | $193,641 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $175,513 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $47,401 | not reported in the loaded dataset | 2023 |
| R. V. Kuhns & Asociates, Inc. | NONE | $43,741 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown,Pc | NONE | $31,966 | not reported in the loaded dataset | 2023 |
| Labor Trust Services, Inc | NONE | $8,832 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Alaska Carpenter Defined Contribution Trust Fund
- 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
- Barlow Coughran Morales & Josephson — Schedule C compensation
- R. V. Kuhns & Asociates, Inc. — Schedule C compensation
- Withumsmith+Brown,Pc — Schedule C compensation
- Labor Trust Services, Inc — Schedule C compensation