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PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 401k Plan overview

Plan NamePENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS
Plan identification number 001

PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF ADMINISTRATION, CARPENTERS' HEALTH & has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF ADMINISTRATION, CARPENTERS' HEALTH &
Employer identification number (EIN):231574984
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-05-01EDWARD CORYELL SR.
0012013-05-01EDWARD CORYELL SR.
0012012-05-01EDWARD CORYELL SR.
0012011-05-01EDWARD CORYELL SR.
0012009-05-01EDWARD CORYELL SR.

Plan Statistics for PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS

401k plan membership statisitcs for PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS

Measure Date Value
2014: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2014 401k membership
Total participants, beginning-of-year2014-05-0182
Total number of active participants reported on line 7a of the Form 55002014-05-0133
Number of retired or separated participants receiving benefits2014-05-0131
Number of other retired or separated participants entitled to future benefits2014-05-0119
Total of all active and inactive participants2014-05-0183
Total participants2014-05-0183
2013: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2013 401k membership
Total participants, beginning-of-year2013-05-0178
Total number of active participants reported on line 7a of the Form 55002013-05-0136
Number of retired or separated participants receiving benefits2013-05-0129
Number of other retired or separated participants entitled to future benefits2013-05-0117
Total of all active and inactive participants2013-05-0182
Total participants2013-05-0182
2012: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2012 401k membership
Total participants, beginning-of-year2012-05-0177
Total number of active participants reported on line 7a of the Form 55002012-05-0132
Number of retired or separated participants receiving benefits2012-05-0127
Number of other retired or separated participants entitled to future benefits2012-05-0119
Total of all active and inactive participants2012-05-0178
Total participants2012-05-0178
2011: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2011 401k membership
Total participants, beginning-of-year2011-05-0180
Total number of active participants reported on line 7a of the Form 55002011-05-0137
Number of retired or separated participants receiving benefits2011-05-0123
Number of other retired or separated participants entitled to future benefits2011-05-0117
Total of all active and inactive participants2011-05-0177
Total participants2011-05-0177
2009: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2009 401k membership
Total participants, beginning-of-year2009-05-0175
Total number of active participants reported on line 7a of the Form 55002009-05-0135
Number of retired or separated participants receiving benefits2009-05-0125
Number of other retired or separated participants entitled to future benefits2009-05-0116
Total of all active and inactive participants2009-05-0176
Total participants2009-05-0176

Financial Data on PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS

Measure Date Value
2015 : PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2015 401k financial data
Total income from all sources2015-04-30$1,265,136
Expenses. Total of all expenses incurred2015-04-30$683,005
Benefits paid (including direct rollovers)2015-04-30$676,648
Total plan assets at end of year2015-04-30$11,784,723
Total plan assets at beginning of year2015-04-30$11,202,592
Value of fidelity bond covering the plan2015-04-30$500,000
Other income received2015-04-30$521,375
Net income (gross income less expenses)2015-04-30$582,131
Net plan assets at end of year (total assets less liabilities)2015-04-30$11,784,723
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$11,202,592
Total contributions received or receivable from employer(s)2015-04-30$743,761
Expenses. Administrative service providers (salaries,fees and commissions)2015-04-30$6,357
2014 : PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2014 401k financial data
Total income from all sources2014-04-30$1,262,270
Expenses. Total of all expenses incurred2014-04-30$509,308
Benefits paid (including direct rollovers)2014-04-30$503,318
Total plan assets at end of year2014-04-30$11,202,592
Total plan assets at beginning of year2014-04-30$10,449,630
Value of fidelity bond covering the plan2014-04-30$500,000
Other income received2014-04-30$515,768
Net income (gross income less expenses)2014-04-30$752,962
Net plan assets at end of year (total assets less liabilities)2014-04-30$11,202,592
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$10,449,630
Assets. Value of participant loans2014-04-30$249
Total contributions received or receivable from employer(s)2014-04-30$746,502
Expenses. Administrative service providers (salaries,fees and commissions)2014-04-30$5,990
2013 : PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2013 401k financial data
Total income from all sources2013-04-30$1,484,653
Expenses. Total of all expenses incurred2013-04-30$789,873
Benefits paid (including direct rollovers)2013-04-30$785,262
Total plan assets at end of year2013-04-30$10,449,630
Total plan assets at beginning of year2013-04-30$9,754,850
Value of fidelity bond covering the plan2013-04-30$500,000
Other income received2013-04-30$741,254
Net income (gross income less expenses)2013-04-30$694,780
Net plan assets at end of year (total assets less liabilities)2013-04-30$10,449,630
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$9,754,850
Assets. Value of participant loans2013-04-30$344
Total contributions received or receivable from employer(s)2013-04-30$743,399
Expenses. Administrative service providers (salaries,fees and commissions)2013-04-30$4,611
2012 : PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2012 401k financial data
Total income from all sources2012-04-30$1,074,272
Expenses. Total of all expenses incurred2012-04-30$550,793
Benefits paid (including direct rollovers)2012-04-30$546,525
Total plan assets at end of year2012-04-30$9,754,850
Total plan assets at beginning of year2012-04-30$9,231,371
Value of fidelity bond covering the plan2012-04-30$500,000
Other income received2012-04-30$324,740
Net income (gross income less expenses)2012-04-30$523,479
Net plan assets at end of year (total assets less liabilities)2012-04-30$9,754,850
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$9,231,371
Assets. Value of participant loans2012-04-30$899
Total contributions received or receivable from employer(s)2012-04-30$749,532
Expenses. Administrative service providers (salaries,fees and commissions)2012-04-30$4,268
2011 : PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2011 401k financial data
Total income from all sources2011-04-30$1,423,223
Expenses. Total of all expenses incurred2011-04-30$628,549
Benefits paid (including direct rollovers)2011-04-30$613,246
Total plan assets at end of year2011-04-30$9,231,371
Total plan assets at beginning of year2011-04-30$8,436,697
Value of fidelity bond covering the plan2011-04-30$500,000
Total contributions received or receivable from participants2011-04-30$688,102
Other income received2011-04-30$735,121
Net income (gross income less expenses)2011-04-30$794,674
Net plan assets at end of year (total assets less liabilities)2011-04-30$9,231,371
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$8,436,697
Assets. Value of participant loans2011-04-30$6,589
Expenses. Administrative service providers (salaries,fees and commissions)2011-04-30$15,303

Form 5500 Responses for PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS

2014: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2014 form 5500 responses
2014-05-01Type of plan entityMulitple employer plan
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2013 form 5500 responses
2013-05-01Type of plan entityMulitple employer plan
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2012 form 5500 responses
2012-05-01Type of plan entityMulitple employer plan
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2011 form 5500 responses
2011-05-01Type of plan entityMulitple employer plan
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01This submission is the final filingNo
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

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