?>
Logo

CONNECTICUT CARPENTERS PENSION FUND 401k Plan overview

Plan NameCONNECTICUT CARPENTERS PENSION FUND
Plan identification number 001

CONNECTICUT CARPENTERS PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

CONNECTICUT CARPENTERS PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:CONNECTICUT CARPENTERS PENSION FUND
Employer identification number (EIN):060738583
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNECTICUT CARPENTERS PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-12-31
0012017-04-01
0012016-04-01
0012015-04-01
0012014-04-01
0012013-04-01
0012012-04-01RICHARD S. MONARCA
0012011-04-01RICHARD S. MONARCA
0012010-04-01RICHARD BUGGY
0012009-04-01RICHARD BUGGY

Plan Statistics for CONNECTICUT CARPENTERS PENSION FUND

401k plan membership statisitcs for CONNECTICUT CARPENTERS PENSION FUND

Measure Date Value
2017: CONNECTICUT CARPENTERS PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-12-317,255
Total number of active participants reported on line 7a of the Form 55002017-12-310
Total of all active and inactive participants2017-12-310
Total participants2017-12-310
Number of employers contributing to the scheme2017-12-310
Current value of assets2017-12-31448,934,952
Acturial value of assets for funding standard account2017-12-31472,809,164
Accrued liability for plan using immediate gains methods2017-12-31588,107,678
Accrued liability under unit credit cost method2017-12-31588,107,678
RPA 94 current liability2017-12-311,026,772,783
Expected increase in current liability due to benefits accruing during the plan year2017-12-3119,329,051
Expected release from RPA 94 current liability for plan year2017-12-3127,036,034
Expected plan disbursements for the plan year2017-12-3128,361,034
Current value of assets2017-12-31448,934,952
Number of retired participants and beneficiaries receiving payment2017-12-313,102
Current liability for retired participants and beneficiaries receiving payment2017-12-31415,051,184
Number of terminated vested participants2017-12-311,326
Current liability for terminated vested participants2017-12-31152,883,353
Current liability for active participants non vested benefits2017-12-3174,743,688
Current liability for active participants vested benefits2017-12-31384,094,558
Total number of active articipats2017-12-312,256
Current liability for active participants2017-12-31458,838,246
Total participant count with liabilities2017-12-316,684
Total current liabilitoes for participants with libailities2017-12-311,026,772,783
Total employer contributions in plan year2017-12-3121,589,957
Total employee contributions in plan year2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-319,508,267
Prior year credit balance2017-12-3130,927,788
Amortization credits as of valuation date2017-12-315,242,594
Total participants, beginning-of-year2017-04-017,047
Total number of active participants reported on line 7a of the Form 55002017-04-012,490
Number of retired or separated participants receiving benefits2017-04-012,455
Number of other retired or separated participants entitled to future benefits2017-04-011,445
Total of all active and inactive participants2017-04-016,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-01865
Total participants2017-04-017,255
Number of employers contributing to the scheme2017-04-01260
Current value of assets2017-03-31406,908,740
Acturial value of assets for funding standard account2017-03-31456,747,296
Accrued liability for plan using immediate gains methods2017-03-31567,947,313
Accrued liability under unit credit cost method2017-03-31567,947,313
RPA 94 current liability2017-03-31973,132,992
Expected increase in current liability due to benefits accruing during the plan year2017-03-3126,715,727
Expected release from RPA 94 current liability for plan year2017-03-3134,329,292
Expected plan disbursements for the plan year2017-03-3135,979,292
Current value of assets2017-03-31406,908,740
Number of retired participants and beneficiaries receiving payment2017-03-313,078
Current liability for retired participants and beneficiaries receiving payment2017-03-31386,820,469
Number of terminated vested participants2017-03-311,296
Current liability for terminated vested participants2017-03-31137,369,513
Current liability for active participants non vested benefits2017-03-3172,601,900
Current liability for active participants vested benefits2017-03-31376,341,110
Total number of active articipats2017-03-312,338
Current liability for active participants2017-03-31448,943,010
Total participant count with liabilities2017-03-316,712
Total current liabilitoes for participants with libailities2017-03-31973,132,992
Total employer contributions in plan year2017-03-3129,438,853
Prior year funding deficiency2017-03-310
Employer’s normal cost for plan year as of valuation date2017-03-3113,338,018
Prior year credit balance2017-03-3133,208,298
Amortization credits as of valuation date2017-03-318,886,226
2016: CONNECTICUT CARPENTERS PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-04-017,382
Total number of active participants reported on line 7a of the Form 55002016-04-012,611
Number of retired or separated participants receiving benefits2016-04-012,426
Number of other retired or separated participants entitled to future benefits2016-04-011,132
Total of all active and inactive participants2016-04-016,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-01878
Total participants2016-04-017,047
Number of employers contributing to the scheme2016-04-01273
Current value of assets2016-03-31418,656,130
Acturial value of assets for funding standard account2016-03-31443,039,145
Accrued liability for plan using immediate gains methods2016-03-31543,436,588
Accrued liability under unit credit cost method2016-03-31543,436,588
RPA 94 current liability2016-03-31913,314,668
Expected increase in current liability due to benefits accruing during the plan year2016-03-3122,979,581
Expected release from RPA 94 current liability for plan year2016-03-3132,690,517
Expected plan disbursements for the plan year2016-03-3134,290,517
Current value of assets2016-03-31419,099,933
Number of retired participants and beneficiaries receiving payment2016-03-313,061
Current liability for retired participants and beneficiaries receiving payment2016-03-31361,611,016
Number of terminated vested participants2016-03-311,354
Current liability for terminated vested participants2016-03-31134,513,867
Current liability for active participants non vested benefits2016-03-3166,649,988
Current liability for active participants vested benefits2016-03-31350,539,797
Total number of active articipats2016-03-312,131
Current liability for active participants2016-03-31417,189,785
Total participant count with liabilities2016-03-316,546
Total current liabilitoes for participants with libailities2016-03-31913,314,668
Total employer contributions in plan year2016-03-3132,571,657
Employer’s normal cost for plan year as of valuation date2016-03-3112,133,807
Prior year credit balance2016-03-3125,810,090
Amortization credits as of valuation date2016-03-3111,676,656
2015: CONNECTICUT CARPENTERS PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-04-017,042
Total number of active participants reported on line 7a of the Form 55002015-04-012,799
Number of retired or separated participants receiving benefits2015-04-012,403
Number of other retired or separated participants entitled to future benefits2015-04-011,312
Total of all active and inactive participants2015-04-016,514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-01868
Total participants2015-04-017,382
Number of employers contributing to the scheme2015-04-01275
Current value of assets2015-03-31396,517,247
Acturial value of assets for funding standard account2015-03-31422,292,322
Accrued liability for plan using immediate gains methods2015-03-31501,270,382
Accrued liability under unit credit cost method2015-03-31501,270,382
RPA 94 current liability2015-03-31859,116,882
Expected increase in current liability due to benefits accruing during the plan year2015-03-3121,174,748
Expected release from RPA 94 current liability for plan year2015-03-3130,808,683
Expected plan disbursements for the plan year2015-03-3132,308,683
Current value of assets2015-03-31396,941,488
Number of retired participants and beneficiaries receiving payment2015-03-313,018
Current liability for retired participants and beneficiaries receiving payment2015-03-31332,447,922
Number of terminated vested participants2015-03-311,433
Current liability for terminated vested participants2015-03-31134,339,376
Current liability for active participants non vested benefits2015-03-3172,646,623
Current liability for active participants vested benefits2015-03-31319,682,961
Total number of active articipats2015-03-312,131
Current liability for active participants2015-03-31392,329,584
Total participant count with liabilities2015-03-316,582
Total current liabilitoes for participants with libailities2015-03-31859,116,882
Total employer contributions in plan year2015-03-3127,628,166
Total employee contributions in plan year2015-03-310
Prior year funding deficiency2015-03-310
Employer’s normal cost for plan year as of valuation date2015-03-3111,097,604
Prior year credit balance2015-03-3119,331,471
Amortization credits as of valuation date2015-03-3112,634,286
2014: CONNECTICUT CARPENTERS PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-04-016,778
Total number of active participants reported on line 7a of the Form 55002014-04-012,553
Number of retired or separated participants receiving benefits2014-04-012,408
Number of other retired or separated participants entitled to future benefits2014-04-011,220
Total of all active and inactive participants2014-04-016,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-01861
Total participants2014-04-017,042
Number of employers contributing to the scheme2014-04-01269
Current value of assets2014-03-31356,275,157
Acturial value of assets for funding standard account2014-03-31386,701,922
Accrued liability for plan using immediate gains methods2014-03-31480,132,710
Accrued liability under unit credit cost method2014-03-31480,132,710
RPA 94 current liability2014-03-31820,577,264
Expected increase in current liability due to benefits accruing during the plan year2014-03-3120,518,171
Expected release from RPA 94 current liability for plan year2014-03-3129,104,036
Expected plan disbursements for the plan year2014-03-3130,604,036
Current value of assets2014-03-31356,682,343
Number of retired participants and beneficiaries receiving payment2014-03-313,013
Current liability for retired participants and beneficiaries receiving payment2014-03-31315,311,396
Number of terminated vested participants2014-03-311,486
Current liability for terminated vested participants2014-03-31120,042,782
Current liability for active participants non vested benefits2014-03-3169,153,392
Current liability for active participants vested benefits2014-03-31316,069,694
Total number of active articipats2014-03-312,102
Current liability for active participants2014-03-31385,223,086
Total participant count with liabilities2014-03-316,601
Total current liabilitoes for participants with libailities2014-03-31820,577,264
Total employer contributions in plan year2014-03-3126,532,287
Total employee contributions in plan year2014-03-310
Prior year funding deficiency2014-03-310
Employer’s normal cost for plan year as of valuation date2014-03-3110,999,716
Prior year credit balance2014-03-3115,821,479
Amortization credits as of valuation date2014-03-3111,784,575
2013: CONNECTICUT CARPENTERS PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-04-016,986
Total number of active participants reported on line 7a of the Form 55002013-04-012,474
Number of retired or separated participants receiving benefits2013-04-012,337
Number of other retired or separated participants entitled to future benefits2013-04-011,124
Total of all active and inactive participants2013-04-015,935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-01843
Total participants2013-04-016,778
Number of employers contributing to the scheme2013-04-01274
2012: CONNECTICUT CARPENTERS PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-04-017,063
Total number of active participants reported on line 7a of the Form 55002012-04-012,603
Number of retired or separated participants receiving benefits2012-04-012,357
Number of other retired or separated participants entitled to future benefits2012-04-011,190
Total of all active and inactive participants2012-04-016,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-01836
Total participants2012-04-016,986
Number of employers contributing to the scheme2012-04-01271
2011: CONNECTICUT CARPENTERS PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-04-017,313
Total number of active participants reported on line 7a of the Form 55002011-04-012,776
Number of retired or separated participants receiving benefits2011-04-012,315
Number of other retired or separated participants entitled to future benefits2011-04-011,132
Total of all active and inactive participants2011-04-016,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-01840
Total participants2011-04-017,063
Number of employers contributing to the scheme2011-04-01296
2010: CONNECTICUT CARPENTERS PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-04-017,269
Total number of active participants reported on line 7a of the Form 55002010-04-013,047
Number of retired or separated participants receiving benefits2010-04-012,302
Number of other retired or separated participants entitled to future benefits2010-04-011,137
Total of all active and inactive participants2010-04-016,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-01827
Total participants2010-04-017,313
Number of employers contributing to the scheme2010-04-01294
2009: CONNECTICUT CARPENTERS PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-04-017,838
Total number of active participants reported on line 7a of the Form 55002009-04-013,161
Number of retired or separated participants receiving benefits2009-04-012,280
Number of other retired or separated participants entitled to future benefits2009-04-011,030
Total of all active and inactive participants2009-04-016,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-01798
Total participants2009-04-017,269
Number of employers contributing to the scheme2009-04-01356

Financial Data on CONNECTICUT CARPENTERS PENSION FUND

Measure Date Value
2018 : CONNECTICUT CARPENTERS PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-01-01$0
Total unrealized appreciation/depreciation of assets2018-01-01$0
Total transfer of assets from this plan2018-01-01$492,664,470
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-01$3,564,032
Total income from all sources (including contributions)2018-01-01$0
Total loss/gain on sale of assets2018-01-01$0
Total of all expenses incurred2018-01-01$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-01$0
Value of total assets at end of year2018-01-01$0
Value of total assets at beginning of year2018-01-01$496,228,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-01$0
Total interest from all sources2018-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2018-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-01-01$0
Assets. Real estate other than employer real property at end of year2018-01-01$0
Assets. Real estate other than employer real property at beginning of year2018-01-01$1,094,286
Administrative expenses professional fees incurred2018-01-01$0
Was this plan covered by a fidelity bond2018-01-01Yes
Value of fidelity bond cover2018-01-01$3,000,000
If this is an individual account plan, was there a blackout period2018-01-01No
Were there any nonexempt tranactions with any party-in-interest2018-01-01No
Assets. Other investments not covered elsewhere at beginning of year2018-01-01$9,087,854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-01-01$446,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-01-01$1,992,321
Liabilities. Value of operating payables at end of year2018-01-01$0
Liabilities. Value of operating payables at beginning of year2018-01-01$1,571,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-01No
Value of net income/loss2018-01-01$0
Value of net assets at end of year (total assets less liabilities)2018-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2018-01-01$492,664,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-01No
Were any leases to which the plan was party in default or uncollectible2018-01-01No
Assets. partnership/joint venture interests at end of year2018-01-01$0
Assets. partnership/joint venture interests at beginning of year2018-01-01$81,125,999
Investment advisory and management fees2018-01-01$0
Interest earned on other investments2018-01-01$0
Income. Interest from US Government securities2018-01-01$0
Income. Interest from corporate debt instruments2018-01-01$0
Value of interest in common/collective trusts at end of year2018-01-01$0
Value of interest in common/collective trusts at beginning of year2018-01-01$269,430,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-01-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-01-01$10,271,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-01-01$10,271,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-01-01$4,928,249
Asset value of US Government securities at end of year2018-01-01$0
Asset value of US Government securities at beginning of year2018-01-01$8,820,978
Net investment gain or loss from common/collective trusts2018-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-01No
Was there a failure to transmit to the plan any participant contributions2018-01-01No
Has the plan failed to provide any benefit when due under the plan2018-01-01No
Contributions received in cash from employer2018-01-01$0
Employer contributions (assets) at end of year2018-01-01$0
Employer contributions (assets) at beginning of year2018-01-01$1,046,939
Income. Dividends from common stock2018-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2018-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-01-01$10,654,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-01-01No
Assets. Corporate common stocks other than exployer securities at end of year2018-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-01-01$98,389,142
Assets. Value of buildings and other operty used in plan operation at end of year2018-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-01-01$931,948
Did the plan have assets held for investment2018-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-01Yes
Aggregate proceeds on sale of assets2018-01-01$0
Aggregate carrying amount (costs) on sale of assets2018-01-01$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-01No
Opinion of an independent qualified public accountant for this plan2018-01-01Unqualified
Accountancy firm name2018-01-01BEERS, HAMERMAN, COHEN & BURGER, PC
Accountancy firm EIN2018-01-01472517893
2017 : CONNECTICUT CARPENTERS PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$5,227
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$11,179,503
Total unrealized appreciation/depreciation of assets2017-12-31$11,184,730
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,564,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,010,633
Total income from all sources (including contributions)2017-12-31$73,498,098
Total loss/gain on sale of assets2017-12-31$21,838,604
Total of all expenses incurred2017-12-31$30,248,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,762,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,589,957
Value of total assets at end of year2017-12-31$496,228,502
Value of total assets at beginning of year2017-12-31$454,425,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,486,176
Total interest from all sources2017-12-31$2,267,865
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,251,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at end of year2017-12-31$1,094,286
Administrative expenses professional fees incurred2017-12-31$195,208
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,087,854
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,716,263
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$446,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,693,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,992,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,459,176
Other income not declared elsewhere2017-12-31$18,386
Administrative expenses (other) incurred2017-12-31$1,261,571
Liabilities. Value of operating payables at end of year2017-12-31$1,571,711
Liabilities. Value of operating payables at beginning of year2017-12-31$1,551,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$43,249,824
Value of net assets at end of year (total assets less liabilities)2017-12-31$492,664,470
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$449,414,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$81,125,999
Assets. partnership/joint venture interests at beginning of year2017-12-31$67,109,805
Investment advisory and management fees2017-12-31$2,029,397
Interest earned on other investments2017-12-31$1,916,943
Income. Interest from US Government securities2017-12-31$128,449
Income. Interest from corporate debt instruments2017-12-31$195,799
Value of interest in common/collective trusts at end of year2017-12-31$269,430,207
Value of interest in common/collective trusts at beginning of year2017-12-31$241,600,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,271,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,779,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,779,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$26,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,928,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,948,184
Asset value of US Government securities at end of year2017-12-31$8,820,978
Asset value of US Government securities at beginning of year2017-12-31$9,238,213
Net investment gain or loss from common/collective trusts2017-12-31$15,347,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$21,589,957
Employer contributions (assets) at end of year2017-12-31$1,046,939
Employer contributions (assets) at beginning of year2017-12-31$1,035,998
Income. Dividends from common stock2017-12-31$1,251,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$26,762,098
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$10,654,169
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$10,792,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$98,389,142
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$98,622,714
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$931,948
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$888,826
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$140,685,980
Aggregate carrying amount (costs) on sale of assets2017-12-31$118,847,376
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BEERS, HAMERMAN, COHEN & BURGER, PC
Accountancy firm EIN2017-12-31472517893
Unrealized appreciation/depreciation of real estate assets2017-03-31$14,238
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$13,529,084
Total unrealized appreciation/depreciation of assets2017-03-31$13,543,322
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$5,010,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$6,950,970
Total income from all sources (including contributions)2017-03-31$79,545,315
Total loss/gain on sale of assets2017-03-31$4,077,474
Total of all expenses incurred2017-03-31$37,504,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$33,425,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$29,438,853
Value of total assets at end of year2017-03-31$454,425,279
Value of total assets at beginning of year2017-03-31$414,325,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$4,079,278
Total interest from all sources2017-03-31$3,024,818
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$1,340,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Administrative expenses professional fees incurred2017-03-31$402,160
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$3,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-03-31319368
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Assets. Other investments not covered elsewhere at end of year2017-03-31$7,716,263
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$6,987,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$1,693,116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$841,737
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$3,459,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$5,573,106
Other income not declared elsewhere2017-03-31$15,616
Administrative expenses (other) incurred2017-03-31$1,306,129
Liabilities. Value of operating payables at end of year2017-03-31$1,551,457
Liabilities. Value of operating payables at beginning of year2017-03-31$1,377,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$42,040,450
Value of net assets at end of year (total assets less liabilities)2017-03-31$449,414,646
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$407,374,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Assets. partnership/joint venture interests at end of year2017-03-31$67,109,805
Assets. partnership/joint venture interests at beginning of year2017-03-31$62,088,792
Investment advisory and management fees2017-03-31$2,370,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$7,457,369
Interest earned on other investments2017-03-31$2,436,195
Income. Interest from US Government securities2017-03-31$179,617
Income. Interest from corporate debt instruments2017-03-31$386,803
Value of interest in common/collective trusts at end of year2017-03-31$241,600,084
Value of interest in common/collective trusts at beginning of year2017-03-31$203,687,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$10,779,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$8,403,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$8,403,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$22,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$4,948,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$5,171,579
Asset value of US Government securities at end of year2017-03-31$9,238,213
Asset value of US Government securities at beginning of year2017-03-31$14,242,565
Net investment gain or loss from common/collective trusts2017-03-31$28,104,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$29,438,853
Employer contributions (assets) at end of year2017-03-31$1,035,998
Employer contributions (assets) at beginning of year2017-03-31$1,329,357
Income. Dividends from common stock2017-03-31$1,340,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$33,425,587
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$10,792,178
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$14,609,185
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$98,622,714
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$88,652,937
Assets. Value of buildings and other operty used in plan operation at end of year2017-03-31$888,826
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-03-31$853,104
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$245,076,535
Aggregate carrying amount (costs) on sale of assets2017-03-31$240,999,061
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31BEERS, HAMERMAN, COHEN & BURGER, P.
Accountancy firm EIN2017-03-31472517893
2016 : CONNECTICUT CARPENTERS PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-21,663,020
Total unrealized appreciation/depreciation of assets2016-03-31$-21,663,020
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$6,950,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$4,980,623
Total income from all sources (including contributions)2016-03-31$24,621,996
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$36,347,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$32,417,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$32,571,657
Value of total assets at end of year2016-03-31$414,325,166
Value of total assets at beginning of year2016-03-31$424,080,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$3,930,442
Total income from rents2016-03-31$26,498
Total interest from all sources2016-03-31$3,083,019
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$1,530,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$324,231
Administrative expenses professional fees incurred2016-03-31$225,154
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$3,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Assets. Other investments not covered elsewhere at end of year2016-03-31$6,987,635
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$7,628,229
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$841,737
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$805,296
Other income not declared elsewhere2016-03-31$18,550
Administrative expenses (other) incurred2016-03-31$1,314,462
Liabilities. Value of operating payables at end of year2016-03-31$6,950,970
Liabilities. Value of operating payables at beginning of year2016-03-31$4,980,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-11,725,737
Value of net assets at end of year (total assets less liabilities)2016-03-31$407,374,196
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$419,099,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Assets. partnership/joint venture interests at end of year2016-03-31$62,088,792
Assets. partnership/joint venture interests at beginning of year2016-03-31$58,253,026
Investment advisory and management fees2016-03-31$2,390,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$7,457,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$559,649
Interest earned on other investments2016-03-31$2,502,432
Income. Interest from US Government securities2016-03-31$269,606
Income. Interest from corporate debt instruments2016-03-31$298,753
Value of interest in common/collective trusts at end of year2016-03-31$203,687,353
Value of interest in common/collective trusts at beginning of year2016-03-31$199,998,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$8,403,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$8,853,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$8,853,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$12,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$5,171,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$5,410,984
Asset value of US Government securities at end of year2016-03-31$14,242,565
Asset value of US Government securities at beginning of year2016-03-31$13,254,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$21,654
Net investment gain or loss from common/collective trusts2016-03-31$9,032,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$32,571,657
Employer contributions (assets) at end of year2016-03-31$1,329,357
Employer contributions (assets) at beginning of year2016-03-31$1,191,938
Income. Dividends from common stock2016-03-31$1,206,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$32,417,291
Asset. Corporate debt instrument debt (other) at end of year2016-03-31$14,609,185
Asset. Corporate debt instrument debt (other) at beginning of year2016-03-31$14,578,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$88,652,937
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$112,666,730
Assets. Value of buildings and other operty used in plan operation at end of year2016-03-31$853,104
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-03-31$880,273
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate carrying amount (costs) on sale of assets2016-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31CROWE HORWATH , LLP
Accountancy firm EIN2016-03-31350921380
2015 : CONNECTICUT CARPENTERS PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-03-31$433,413
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$3,351,189
Total unrealized appreciation/depreciation of assets2015-03-31$3,784,602
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$4,980,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$5,098,036
Total income from all sources (including contributions)2015-03-31$57,357,535
Total loss/gain on sale of assets2015-03-31$13,136,096
Total of all expenses incurred2015-03-31$35,199,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$31,061,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$27,628,166
Value of total assets at end of year2015-03-31$424,080,556
Value of total assets at beginning of year2015-03-31$402,039,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$4,137,865
Total income from rents2015-03-31$32,067
Total interest from all sources2015-03-31$2,965,214
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$1,873,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$240,074
Administrative expenses professional fees incurred2015-03-31$224,071
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$3,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Assets. Other investments not covered elsewhere at end of year2015-03-31$7,628,229
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$8,460,268
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$805,296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$620,810
Other income not declared elsewhere2015-03-31$41,866
Administrative expenses (other) incurred2015-03-31$1,311,926
Liabilities. Value of operating payables at end of year2015-03-31$4,980,623
Liabilities. Value of operating payables at beginning of year2015-03-31$5,098,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$22,158,445
Value of net assets at end of year (total assets less liabilities)2015-03-31$419,099,933
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$396,941,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Assets. partnership/joint venture interests at end of year2015-03-31$58,253,026
Assets. partnership/joint venture interests at beginning of year2015-03-31$51,737,139
Investment advisory and management fees2015-03-31$2,601,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$559,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$1,188,511
Interest earned on other investments2015-03-31$1,455,005
Income. Interest from US Government securities2015-03-31$300,906
Income. Interest from corporate debt instruments2015-03-31$1,200,463
Value of interest in common/collective trusts at end of year2015-03-31$199,998,370
Value of interest in common/collective trusts at beginning of year2015-03-31$193,374,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$8,853,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$11,059,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$11,059,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$8,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$5,410,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$5,656,555
Asset value of US Government securities at end of year2015-03-31$13,254,206
Asset value of US Government securities at beginning of year2015-03-31$13,534,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$4,836
Net investment gain or loss from common/collective trusts2015-03-31$7,891,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$27,628,166
Employer contributions (assets) at end of year2015-03-31$1,191,938
Employer contributions (assets) at beginning of year2015-03-31$1,135,061
Income. Dividends from common stock2015-03-31$1,633,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$31,061,225
Asset. Corporate debt instrument debt (other) at end of year2015-03-31$14,578,380
Asset. Corporate debt instrument debt (other) at beginning of year2015-03-31$12,384,536
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$112,666,730
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$101,993,508
Assets. Value of buildings and other operty used in plan operation at end of year2015-03-31$880,273
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-03-31$895,139
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$83,615,146
Aggregate carrying amount (costs) on sale of assets2015-03-31$70,479,050
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31CROWE HORWATH LLP
Accountancy firm EIN2015-03-31350921680
2014 : CONNECTICUT CARPENTERS PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-03-31$265,532
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$3,100,499
Total unrealized appreciation/depreciation of assets2014-03-31$3,366,031
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$5,098,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$4,490,495
Total income from all sources (including contributions)2014-03-31$73,611,574
Total loss/gain on sale of assets2014-03-31$18,099,127
Total of all expenses incurred2014-03-31$33,352,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$29,549,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$26,532,287
Value of total assets at end of year2014-03-31$402,039,524
Value of total assets at beginning of year2014-03-31$361,172,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$3,803,080
Total income from rents2014-03-31$31,267
Total interest from all sources2014-03-31$2,993,109
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$1,742,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Administrative expenses professional fees incurred2014-03-31$263,930
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$3,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Assets. Other investments not covered elsewhere at end of year2014-03-31$508,582
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$549,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$620,810
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$1,180,082
Other income not declared elsewhere2014-03-31$30,413
Administrative expenses (other) incurred2014-03-31$1,197,523
Liabilities. Value of operating payables at end of year2014-03-31$5,098,036
Liabilities. Value of operating payables at beginning of year2014-03-31$4,490,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$40,259,145
Value of net assets at end of year (total assets less liabilities)2014-03-31$396,941,488
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$356,682,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Assets. partnership/joint venture interests at end of year2014-03-31$51,737,139
Assets. partnership/joint venture interests at beginning of year2014-03-31$44,640,778
Investment advisory and management fees2014-03-31$2,341,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$1,188,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$1,179,189
Interest earned on other investments2014-03-31$2,355,868
Income. Interest from US Government securities2014-03-31$298,614
Income. Interest from corporate debt instruments2014-03-31$331,199
Value of interest in common/collective trusts at end of year2014-03-31$193,374,211
Value of interest in common/collective trusts at beginning of year2014-03-31$169,819,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$11,059,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$8,818,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$8,818,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$7,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$5,656,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$6,047,630
Asset value of US Government securities at end of year2014-03-31$13,534,518
Asset value of US Government securities at beginning of year2014-03-31$11,392,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$71,206
Net investment gain or loss from common/collective trusts2014-03-31$20,745,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$26,532,287
Employer contributions (assets) at end of year2014-03-31$1,135,061
Employer contributions (assets) at beginning of year2014-03-31$984,640
Income. Dividends from common stock2014-03-31$1,742,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$29,549,349
Asset. Corporate debt instrument debt (other) at end of year2014-03-31$12,384,536
Asset. Corporate debt instrument debt (other) at beginning of year2014-03-31$14,441,894
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$109,945,194
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$101,204,041
Assets. Value of buildings and other operty used in plan operation at end of year2014-03-31$895,139
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-03-31$915,303
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$44,549,276
Aggregate carrying amount (costs) on sale of assets2014-03-31$26,450,149
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31SASLOW, LUFKIN & BUGGY, LLP
Accountancy firm EIN2014-03-31061533253
2013 : CONNECTICUT CARPENTERS PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-03-31$158,972
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$3,820,922
Total unrealized appreciation/depreciation of assets2013-03-31$3,979,894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$4,490,495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$3,141,946
Total income from all sources (including contributions)2013-03-31$61,691,898
Total loss/gain on sale of assets2013-03-31$15,558,338
Total of all expenses incurred2013-03-31$31,426,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$28,001,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$25,019,816
Value of total assets at end of year2013-03-31$361,172,838
Value of total assets at beginning of year2013-03-31$329,558,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$3,424,404
Total income from rents2013-03-31$30,467
Total interest from all sources2013-03-31$4,100,741
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$2,044,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Administrative expenses professional fees incurred2013-03-31$261,874
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$3,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Assets. Other investments not covered elsewhere at end of year2013-03-31$549,537
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$439,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$1,180,082
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$2,210,224
Other income not declared elsewhere2013-03-31$21,800
Administrative expenses (other) incurred2013-03-31$1,183,461
Liabilities. Value of operating payables at end of year2013-03-31$4,490,495
Liabilities. Value of operating payables at beginning of year2013-03-31$3,141,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$30,265,684
Value of net assets at end of year (total assets less liabilities)2013-03-31$356,682,343
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$326,416,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Assets. partnership/joint venture interests at end of year2013-03-31$44,640,778
Assets. partnership/joint venture interests at beginning of year2013-03-31$40,350,991
Investment advisory and management fees2013-03-31$1,979,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$1,179,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$4,995,228
Interest earned on other investments2013-03-31$2,590,532
Income. Interest from US Government securities2013-03-31$300,906
Income. Interest from corporate debt instruments2013-03-31$1,200,463
Value of interest in common/collective trusts at end of year2013-03-31$169,819,232
Value of interest in common/collective trusts at beginning of year2013-03-31$107,988,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$8,818,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$7,582,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$7,582,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$8,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$6,047,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$6,376,500
Asset value of US Government securities at end of year2013-03-31$11,392,216
Asset value of US Government securities at beginning of year2013-03-31$11,688,586
Net investment gain or loss from common/collective trusts2013-03-31$10,936,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$25,019,816
Employer contributions (assets) at end of year2013-03-31$984,640
Employer contributions (assets) at beginning of year2013-03-31$727,625
Income. Dividends from common stock2013-03-31$2,044,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$28,001,810
Asset. Corporate debt instrument debt (other) at end of year2013-03-31$14,441,894
Asset. Corporate debt instrument debt (other) at beginning of year2013-03-31$36,215,455
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$101,204,041
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$110,045,148
Assets. Value of buildings and other operty used in plan operation at end of year2013-03-31$915,303
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-03-31$938,610
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$213,990,718
Aggregate carrying amount (costs) on sale of assets2013-03-31$198,432,380
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31SASLOW, LUFKIN,& BUGGY, LLP
Accountancy firm EIN2013-03-31061533253
2012 : CONNECTICUT CARPENTERS PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-03-31$307,295
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$1,011,430
Total unrealized appreciation/depreciation of assets2012-03-31$1,318,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$3,141,946
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$1,935,122
Total income from all sources (including contributions)2012-03-31$37,515,671
Total loss/gain on sale of assets2012-03-31$7,805,220
Total of all expenses incurred2012-03-31$29,689,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$26,590,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$25,209,659
Value of total assets at end of year2012-03-31$329,558,605
Value of total assets at beginning of year2012-03-31$320,525,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$3,099,191
Total income from rents2012-03-31$30,400
Total interest from all sources2012-03-31$4,330,400
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$2,165,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$249,794
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$3,000,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Assets. Other investments not covered elsewhere at end of year2012-03-31$439,272
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$345,832
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$2,210,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$1,247,912
Other income not declared elsewhere2012-03-31$-616
Administrative expenses (other) incurred2012-03-31$1,018,578
Liabilities. Value of operating payables at end of year2012-03-31$3,141,946
Liabilities. Value of operating payables at beginning of year2012-03-31$1,935,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$7,825,855
Value of net assets at end of year (total assets less liabilities)2012-03-31$326,416,659
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$318,590,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Assets. partnership/joint venture interests at end of year2012-03-31$40,350,991
Assets. partnership/joint venture interests at beginning of year2012-03-31$37,764,357
Investment advisory and management fees2012-03-31$1,830,819
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$4,995,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$4,344,669
Interest earned on other investments2012-03-31$2,337,651
Income. Interest from US Government securities2012-03-31$380,830
Income. Interest from corporate debt instruments2012-03-31$1,603,457
Value of interest in common/collective trusts at end of year2012-03-31$107,988,228
Value of interest in common/collective trusts at beginning of year2012-03-31$85,665,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$7,582,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$9,336,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$9,336,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$8,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$6,376,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$6,741,601
Asset value of US Government securities at end of year2012-03-31$11,688,586
Asset value of US Government securities at beginning of year2012-03-31$7,876,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$238,643
Net investment gain or loss from common/collective trusts2012-03-31$-3,581,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$25,209,659
Employer contributions (assets) at end of year2012-03-31$727,625
Employer contributions (assets) at beginning of year2012-03-31$1,286,483
Income. Dividends from common stock2012-03-31$2,165,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$26,590,625
Asset. Corporate debt instrument debt (other) at end of year2012-03-31$36,215,455
Asset. Corporate debt instrument debt (other) at beginning of year2012-03-31$37,094,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$110,045,148
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$127,802,741
Assets. Value of buildings and other operty used in plan operation at end of year2012-03-31$938,610
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-03-31$1,018,962
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$189,384,884
Aggregate carrying amount (costs) on sale of assets2012-03-31$181,579,664
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31SASLOW, LUFKIN & BUGGY, LLP
Accountancy firm EIN2012-03-31061533253
2011 : CONNECTICUT CARPENTERS PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-03-31$235,662
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$15,954,757
Total unrealized appreciation/depreciation of assets2011-03-31$16,190,419
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$1,935,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$1,132,194
Total income from all sources (including contributions)2011-03-31$66,121,269
Total loss/gain on sale of assets2011-03-31$9,971,166
Total of all expenses incurred2011-03-31$28,382,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$25,288,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$27,581,154
Value of total assets at end of year2011-03-31$320,525,926
Value of total assets at beginning of year2011-03-31$281,984,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$3,094,388
Total income from rents2011-03-31$30,400
Total interest from all sources2011-03-31$4,356,759
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$2,277,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$263,952
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$3,000,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Assets. Other investments not covered elsewhere at end of year2011-03-31$345,832
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$1,247,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$894,025
Other income not declared elsewhere2011-03-31$-197,074
Administrative expenses (other) incurred2011-03-31$961,269
Liabilities. Value of operating payables at end of year2011-03-31$1,935,122
Liabilities. Value of operating payables at beginning of year2011-03-31$1,132,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$37,738,734
Value of net assets at end of year (total assets less liabilities)2011-03-31$318,590,804
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$280,852,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Assets. partnership/joint venture interests at end of year2011-03-31$37,764,357
Assets. partnership/joint venture interests at beginning of year2011-03-31$32,929,965
Investment advisory and management fees2011-03-31$1,869,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$4,344,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$4,087,908
Interest earned on other investments2011-03-31$2,208,038
Income. Interest from US Government securities2011-03-31$280,158
Income. Interest from corporate debt instruments2011-03-31$1,855,923
Value of interest in common/collective trusts at end of year2011-03-31$85,665,789
Value of interest in common/collective trusts at beginning of year2011-03-31$62,548,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$9,336,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$8,372,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$8,372,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$12,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$6,741,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$7,353,373
Asset value of US Government securities at end of year2011-03-31$7,876,359
Asset value of US Government securities at beginning of year2011-03-31$15,865,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$256,760
Net investment gain or loss from common/collective trusts2011-03-31$5,653,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$27,581,154
Employer contributions (assets) at end of year2011-03-31$1,286,483
Employer contributions (assets) at beginning of year2011-03-31$584,066
Income. Dividends from common stock2011-03-31$2,277,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$25,288,147
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$37,094,739
Asset. Corporate debt instrument debt (other) at beginning of year2011-03-31$42,869,132
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$127,802,741
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$105,445,921
Assets. Value of buildings and other operty used in plan operation at end of year2011-03-31$1,018,962
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-03-31$1,032,681
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$207,378,286
Aggregate carrying amount (costs) on sale of assets2011-03-31$197,407,120
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31SASLOW, LUFKIN & BUGGY, LLP
Accountancy firm EIN2011-03-31061533253

Form 5500 Responses for CONNECTICUT CARPENTERS PENSION FUND

2017: CONNECTICUT CARPENTERS PENSION FUND 2017 form 5500 responses
2017-12-31Type of plan entityMulti-employer plan
2017-12-31This submission is the final filingYes
2017-12-31This return/report is a short plan year return/report (less than 12 months)Yes
2017-12-31Plan is a collectively bargained planYes
2017-12-31Plan funding arrangement – InsuranceYes
2017-12-31Plan funding arrangement – TrustYes
2017-12-31Plan benefit arrangement – InsuranceYes
2017-12-31Plan benefit arrangement - TrustYes
2017-04-01Type of plan entityMulti-employer plan
2017-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: CONNECTICUT CARPENTERS PENSION FUND 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: CONNECTICUT CARPENTERS PENSION FUND 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: CONNECTICUT CARPENTERS PENSION FUND 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: CONNECTICUT CARPENTERS PENSION FUND 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: CONNECTICUT CARPENTERS PENSION FUND 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: CONNECTICUT CARPENTERS PENSION FUND 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: CONNECTICUT CARPENTERS PENSION FUND 2010 form 5500 responses
2010-04-01Type of plan entityMulti-employer plan
2010-04-01Plan is a collectively bargained planYes
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: CONNECTICUT CARPENTERS PENSION FUND 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number000917
Policy instance 1
Insurance contract or identification number000917
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number000917
Policy instance 1
Insurance contract or identification number000917
Insurance policy start date2017-04-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35,859
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees26793
Insurance broker organization code?6
Insurance broker name
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberISA FD. 1 (917)
Policy instance 1
Insurance contract or identification numberISA FD. 1 (917)
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $56,725
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees41823
Insurance broker organization code?6
Insurance broker name
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberISA FD. 1 (917)
Policy instance 1
Insurance contract or identification numberISA FD. 1 (917)
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $61,862
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees46079
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEES
Insurance broker organization code?6
Insurance broker name
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberISA FD. 1 (917)
Policy instance 1
Insurance contract or identification numberISA FD. 1 (917)
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $68,859
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees51066
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEES
Insurance broker organization code?6
Insurance broker name
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberISA FD. 1 (917)
Policy instance 1
Insurance contract or identification numberISA FD. 1 (917)
Number of Individuals Covered6986
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $77,456
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees58004
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEES
Insurance broker organization code?6
Insurance broker name
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberISA FD. 1 (917)
Policy instance 1
Insurance contract or identification numberISA FD. 1 (917)
Number of Individuals Covered7063
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $84,732
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberISA FD. 1 (917)
Policy instance 1
Insurance contract or identification numberISA FD. 1 (917)
Number of Individuals Covered7313
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $91,492
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3