Carpenters Pension Trust Fund For Northern California — Form 5500 plan (Carpenters Pension Trust Fund For Northern California)
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, Carpenters Pension Trust Fund For Northern California is a benefit plan reported by Carpenters Pension Trust Fund For Northern California under EIN 94-6050970 and plan number 001. The latest loaded filing year is 2023. The filing reports 50,959 participants and $5,997,914,037 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carpenters Pension Trust Fund For Northern California
- EIN
- 94-6050970
- Plan number
- 001
- Plan type
- 1
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 50,959
- End-of-year plan assets
- $5,997,914,037
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 50,959 | H, C | 20250616103840NAL0000419779004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,997,914,037
- Total liabilities (EOY)
- $4,786,992
- Net assets (EOY)
- $5,993,127,045
- Net assets (BOY)
- $5,297,852,805
Income & contributions
- Employer contributions
- $314,057,195
- Total contributions
- $314,057,195
- Total income / additions
- $1,041,770,043
Expenses & distributions
- Benefits paid
- $328,979,185
- Administrative expenses
- $17,516,618
- Total expenses
- $346,495,803
- Net increase / (decrease)
- $695,274,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| C.F.A.O | SALARIED ADMINISTRATOR | $5,479,317 | not reported in the loaded dataset | 2023 |
| Mcpf Holdings Manager LLC | NONE | $0 | $2,622,896 | 2023 |
| Washington Capital | NONE | $2,122,037 | $0 | 2023 |
| Alan D Biller Associates Inc. | NONE | $1,214,971 | not reported in the loaded dataset | 2023 |
| Camden | NONE | $0 | $798,368 | 2023 |
| Entrust | NONE | $789,236 | $0 | 2023 |
| Jp Morgan Chase Bank | NONE | $560,919 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $553,675 | $0 | 2023 |
| Hamilton Lane Advisors LLC | NONE | $0 | $460,064 | 2023 |
| Asb Allegiance | NONE | $335,448 | $0 | 2023 |
| Post Advisory Group | NONE | $313,057 | $0 | 2023 |
| Invesco Trust Company | NONE | $238,421 | $0 | 2023 |
| Segal Company | NONE | $235,406 | not reported in the loaded dataset | 2023 |
| Blackrock Global Allocation | NONE | $148,432 | $0 | 2023 |
| Kraw & Kraw | NONE | $147,859 | not reported in the loaded dataset | 2023 |
| Audax | NONE | $131,886 | not reported in the loaded dataset | 2023 |
| Eide Bailly | NONE | $105,494 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $100,349 | not reported in the loaded dataset | 2023 |
| Segal Segal Insurance Services | NONE | $0 | $59,030 | 2023 |
| The Yucaipa Companies | NONE | $40,352 | not reported in the loaded dataset | 2023 |
| Opus Investment Advisors, LLC | NONE | $15,713 | not reported in the loaded dataset | 2023 |
| World Investment Advisors LLC | NONE | $6,893 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carpenters Pension Trust Fund For Northern California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- C.F.A.O — Schedule C compensation
- Mcpf Holdings Manager LLC — Schedule C compensation
- Washington Capital — Schedule C compensation
- Alan D Biller Associates Inc. — Schedule C compensation
- Camden — Schedule C compensation
- Entrust — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Hamilton Lane Advisors LLC — Schedule C compensation
- Asb Allegiance — Schedule C compensation
- Post Advisory Group — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Segal Company — Schedule C compensation
- Blackrock Global Allocation — Schedule C compensation
- Kraw & Kraw — Schedule C compensation
- Audax — Schedule C compensation
- Eide Bailly — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Segal Segal Insurance Services — Schedule C compensation
- The Yucaipa Companies — Schedule C compensation
- Opus Investment Advisors, LLC — Schedule C compensation
- World Investment Advisors LLC — Schedule C compensation