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PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 401k Plan overview

Plan NamePENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY
Plan identification number 002

PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 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).

401k Sponsoring company profile

CARPENTERS PENSION AND ANNUITY FUND OF PHILADELPHIA has sponsored the creation of one or more 401k plans.

Company Name:CARPENTERS PENSION AND ANNUITY FUND OF PHILADELPHIA
Employer identification number (EIN):231613018
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-05-01WILLIAM SPROULE2023-10-16
0022021-05-01WILLIAM SPROULE2022-11-22
0022020-05-01WILLIAM SPROULE2021-11-29
0022019-05-01WILLIAM SPROULE2020-11-24
0022018-05-01
0022017-05-01PETE TONIA
0022016-05-01ROBERT NAUGHTON
0022015-05-01PETE TONIA

Plan Statistics for PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY

401k plan membership statisitcs for PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY

Measure Date Value
2022: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2022 401k membership
Market value of plan assets2022-12-3125,243,978
Acturial value of plan assets2022-12-3125,479,646
Funding target for retired participants and beneficiaries receiving payment2022-12-3115,135,863
Number of terminated vested participants2022-12-3127
Fundng target for terminated vested participants2022-12-31764,019
Active participant vested funding target2022-12-315,344,321
Number of active participants2022-12-3149
Total funding liabilities for active participants2022-12-316,528,938
Total participant count2022-12-31126
Total funding target for all participants2022-12-3122,428,820
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-311,514,617
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,600,041
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-311,079,316
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-311,060,170
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31518,644
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-311,060,170
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-05-01126
Total number of active participants reported on line 7a of the Form 55002022-05-010
Number of retired or separated participants receiving benefits2022-05-010
Number of other retired or separated participants entitled to future benefits2022-05-010
Total of all active and inactive participants2022-05-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-05-010
Total participants2022-05-010
Market value of plan assets2022-04-3025,561,815
Acturial value of plan assets2022-04-3023,363,721
Funding target for retired participants and beneficiaries receiving payment2022-04-3015,773,537
Number of terminated vested participants2022-04-3024
Fundng target for terminated vested participants2022-04-30669,909
Active participant vested funding target2022-04-304,310,028
Number of active participants2022-04-3050
Total funding liabilities for active participants2022-04-305,423,057
Total participant count2022-04-30128
Total funding target for all participants2022-04-3021,866,503
Balance at beginning of prior year after applicable adjustments2022-04-300
Prefunding balance at beginning of prior year after applicable adjustments2022-04-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-04-300
Prefunding balanced used to offset prior years funding requirement2022-04-300
Amount remaining of carryover balance2022-04-300
Amount remaining of prefunding balance2022-04-300
Present value of excess contributions2022-04-30833,784
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-04-30879,142
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-04-300
Reductions in caryover balances due to elections or deemed elections2022-04-300
Reductions in prefunding balances due to elections or deemed elections2022-04-300
Balance of carryovers at beginning of current year2022-04-300
Balance of prefunding at beginning of current year2022-04-300
Total employer contributions2022-04-301,554,993
Contributions allocated toward unpaid minimum require contributions from prior years2022-04-300
Contributions made to avoid restrictions adjusted to valuation date2022-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-04-301,514,617
Unpaid minimum required contributions for all prior years2022-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-04-300
Remaining amount of unpaid minimum required contributions2022-04-300
Minimum required contributions for current year target normal cost2022-04-30498,472
Net shortfall amortization installment of oustanding balance2022-04-300
Waiver amortization installment2022-04-300
Carryover balance elected to use to offset funding requirement2022-04-300
Prefunding balance elected to use to offset funding requirement2022-04-300
Contributions allocatedtoward minimum required contributions for current year2022-04-301,514,617
Unpaid minimum required contributions for current year2022-04-300
Unpaid minimum required contributions for all years2022-04-300
2021: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2021 401k membership
Total participants, beginning-of-year2021-05-01128
Total number of active participants reported on line 7a of the Form 55002021-05-0149
Number of retired or separated participants receiving benefits2021-05-0145
Number of other retired or separated participants entitled to future benefits2021-05-0127
Total of all active and inactive participants2021-05-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-015
Total participants2021-05-01126
Market value of plan assets2021-04-3021,080,150
Acturial value of plan assets2021-04-3021,373,581
Funding target for retired participants and beneficiaries receiving payment2021-04-3014,940,090
Number of terminated vested participants2021-04-3026
Fundng target for terminated vested participants2021-04-301,454,515
Active participant vested funding target2021-04-303,690,818
Number of active participants2021-04-3053
Total funding liabilities for active participants2021-04-304,855,691
Total participant count2021-04-30130
Total funding target for all participants2021-04-3021,250,296
Balance at beginning of prior year after applicable adjustments2021-04-300
Prefunding balance at beginning of prior year after applicable adjustments2021-04-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-04-300
Prefunding balanced used to offset prior years funding requirement2021-04-300
Present value of excess contributions2021-04-30375,835
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-04-30396,769
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-04-300
Reductions in caryover balances due to elections or deemed elections2021-04-300
Reductions in prefunding balances due to elections or deemed elections2021-04-300
Balance of carryovers at beginning of current year2021-04-300
Balance of prefunding at beginning of current year2021-04-300
Total employer contributions2021-04-301,298,303
Contributions allocated toward unpaid minimum require contributions from prior years2021-04-300
Contributions made to avoid restrictions adjusted to valuation date2021-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-04-301,259,723
Liquidity shortfalls end of Q12021-04-300
Liquidity shortfalls end of Q22021-04-300
Liquidity shortfalls end of Q32021-04-300
Liquidity shortfalls end of Q42021-04-300
Remaining amount of unpaid minimum required contributions2021-04-300
Minimum required contributions for current year target normal cost2021-04-30549,224
Net shortfall amortization installment of oustanding balance2021-04-300
Waiver amortization installment2021-04-300
Total funding amount beforereflecting carryover/prefunding balances2021-04-30425,939
Carryover balance elected to use to offset funding requirement2021-04-300
Prefunding balance elected to use to offset funding requirement2021-04-300
Additional cash requirement2021-04-30425,939
Contributions allocatedtoward minimum required contributions for current year2021-04-301,259,723
Unpaid minimum required contributions for current year2021-04-300
Unpaid minimum required contributions for all years2021-04-300
2020: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2020 401k membership
Total participants, beginning-of-year2020-05-01130
Total number of active participants reported on line 7a of the Form 55002020-05-0150
Number of retired or separated participants receiving benefits2020-05-0148
Number of other retired or separated participants entitled to future benefits2020-05-0124
Total of all active and inactive participants2020-05-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-016
Total participants2020-05-01128
Market value of plan assets2020-04-3020,456,097
Acturial value of plan assets2020-04-3020,730,377
Funding target for retired participants and beneficiaries receiving payment2020-04-3015,228,331
Number of terminated vested participants2020-04-3021
Fundng target for terminated vested participants2020-04-30535,628
Active participant vested funding target2020-04-304,500,296
Number of active participants2020-04-3051
Total funding liabilities for active participants2020-04-305,507,569
Total participant count2020-04-30124
Total funding target for all participants2020-04-3021,271,528
Balance at beginning of prior year after applicable adjustments2020-04-300
Prefunding balance at beginning of prior year after applicable adjustments2020-04-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-04-300
Prefunding balanced used to offset prior years funding requirement2020-04-300
Present value of excess contributions2020-04-30313,519
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-04-30331,515
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-04-300
Reductions in caryover balances due to elections or deemed elections2020-04-300
Reductions in prefunding balances due to elections or deemed elections2020-04-300
Balance of carryovers at beginning of current year2020-04-300
Balance of prefunding at beginning of current year2020-04-300
Total employer contributions2020-04-30999,891
Contributions allocated toward unpaid minimum require contributions from prior years2020-04-300
Contributions made to avoid restrictions adjusted to valuation date2020-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-04-30973,297
Liquidity shortfalls end of Q12020-04-300
Liquidity shortfalls end of Q22020-04-300
Liquidity shortfalls end of Q32020-04-300
Liquidity shortfalls end of Q42020-04-300
Unpaid minimum required contributions for all prior years2020-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-04-300
Remaining amount of unpaid minimum required contributions2020-04-300
Minimum required contributions for current year target normal cost2020-04-30493,751
Net shortfall amortization installment of oustanding balance2020-04-30541,151
Total funding amount beforereflecting carryover/prefunding balances2020-04-30597,462
Carryover balance elected to use to offset funding requirement2020-04-300
Prefunding balance elected to use to offset funding requirement2020-04-300
Additional cash requirement2020-04-30597,462
Contributions allocatedtoward minimum required contributions for current year2020-04-30973,297
Unpaid minimum required contributions for current year2020-04-300
Unpaid minimum required contributions for all years2020-04-300
2019: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2019 401k membership
Total participants, beginning-of-year2019-05-01124
Total number of active participants reported on line 7a of the Form 55002019-05-0153
Number of retired or separated participants receiving benefits2019-05-0145
Number of other retired or separated participants entitled to future benefits2019-05-0126
Total of all active and inactive participants2019-05-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-016
Total participants2019-05-01130
Market value of plan assets2019-04-3019,889,888
Acturial value of plan assets2019-04-3020,279,257
Funding target for retired participants and beneficiaries receiving payment2019-04-3015,757,138
Number of terminated vested participants2019-04-3021
Fundng target for terminated vested participants2019-04-30503,646
Active participant vested funding target2019-04-304,026,485
Number of active participants2019-04-3039
Total funding liabilities for active participants2019-04-304,831,800
Total participant count2019-04-30114
Total funding target for all participants2019-04-3021,092,584
Balance at beginning of prior year after applicable adjustments2019-04-300
Prefunding balance at beginning of prior year after applicable adjustments2019-04-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-04-300
Prefunding balanced used to offset prior years funding requirement2019-04-300
Present value of excess contributions2019-04-30900,049
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-04-30953,242
Balance of carryovers at beginning of current year2019-04-300
Balance of prefunding at beginning of current year2019-04-300
Total employer contributions2019-04-30901,741
Contributions allocated toward unpaid minimum require contributions from prior years2019-04-300
Contributions made to avoid restrictions adjusted to valuation date2019-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-04-30878,446
Unpaid minimum required contributions for all prior years2019-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-04-300
Remaining amount of unpaid minimum required contributions2019-04-300
Minimum required contributions for current year target normal cost2019-04-30432,151
Net shortfall amortization installment of oustanding balance2019-04-30813,327
Waiver amortization installment2019-04-300
Total funding amount beforereflecting carryover/prefunding balances2019-04-30564,927
Carryover balance elected to use to offset funding requirement2019-04-300
Prefunding balance elected to use to offset funding requirement2019-04-300
Additional cash requirement2019-04-30564,927
Contributions allocatedtoward minimum required contributions for current year2019-04-30878,446
Unpaid minimum required contributions for current year2019-04-300
Unpaid minimum required contributions for all years2019-04-300
2018: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2018 401k membership
Total participants, beginning-of-year2018-05-01114
Total number of active participants reported on line 7a of the Form 55002018-05-0151
Number of retired or separated participants receiving benefits2018-05-0144
Number of other retired or separated participants entitled to future benefits2018-05-0121
Total of all active and inactive participants2018-05-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-018
Total participants2018-05-01124
Market value of plan assets2018-04-3019,957,986
Acturial value of plan assets2018-04-3020,232,727
Funding target for retired participants and beneficiaries receiving payment2018-04-3013,672,015
Number of terminated vested participants2018-04-3020
Fundng target for terminated vested participants2018-04-30434,346
Active participant vested funding target2018-04-305,076,917
Number of active participants2018-04-3040
Total funding liabilities for active participants2018-04-305,773,592
Total participant count2018-04-30112
Total funding target for all participants2018-04-3019,879,953
Balance at beginning of prior year after applicable adjustments2018-04-300
Prefunding balance at beginning of prior year after applicable adjustments2018-04-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-04-300
Prefunding balanced used to offset prior years funding requirement2018-04-300
Amount remaining of carryover balance2018-04-300
Amount remaining of prefunding balance2018-04-300
Present value of excess contributions2018-04-30751,051
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-04-30796,790
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-04-300
Reductions in caryover balances due to elections or deemed elections2018-04-300
Reductions in prefunding balances due to elections or deemed elections2018-04-300
Balance of carryovers at beginning of current year2018-04-300
Balance of prefunding at beginning of current year2018-04-300
Total employer contributions2018-04-30925,301
Total employee contributions2018-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-04-300
Contributions made to avoid restrictions adjusted to valuation date2018-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-04-30900,049
Unpaid minimum required contributions for all prior years2018-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-04-300
Remaining amount of unpaid minimum required contributions2018-04-300
Minimum required contributions for current year target normal cost2018-04-30338,961
Net shortfall amortization installment of oustanding balance2018-04-300
Waiver amortization installment2018-04-300
Total funding amount beforereflecting carryover/prefunding balances2018-04-300
Carryover balance elected to use to offset funding requirement2018-04-300
Prefunding balance elected to use to offset funding requirement2018-04-300
Additional cash requirement2018-04-300
Contributions allocatedtoward minimum required contributions for current year2018-04-30900,049
Unpaid minimum required contributions for current year2018-04-300
Unpaid minimum required contributions for all years2018-04-300
2017: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2017 401k membership
Total participants, beginning-of-year2017-05-01112
Total number of active participants reported on line 7a of the Form 55002017-05-0139
Number of retired or separated participants receiving benefits2017-05-0147
Number of other retired or separated participants entitled to future benefits2017-05-0121
Total of all active and inactive participants2017-05-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-017
Total participants2017-05-01114
Market value of plan assets2017-04-3012,013,657
Acturial value of plan assets2017-04-3012,566,638
Funding target for retired participants and beneficiaries receiving payment2017-04-306,626,701
Number of terminated vested participants2017-04-3019
Fundng target for terminated vested participants2017-04-30341,933
Active participant vested funding target2017-04-303,828,814
Number of active participants2017-04-3037
Total funding liabilities for active participants2017-04-304,045,597
Total participant count2017-04-3088
Total funding target for all participants2017-04-3011,014,231
Balance at beginning of prior year after applicable adjustments2017-04-300
Prefunding balance at beginning of prior year after applicable adjustments2017-04-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-04-300
Prefunding balanced used to offset prior years funding requirement2017-04-300
Amount remaining of carryover balance2017-04-300
Amount remaining of prefunding balance2017-04-300
Present value of excess contributions2017-04-30724,456
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-04-30769,952
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-04-300
Reductions in caryover balances due to elections or deemed elections2017-04-300
Reductions in prefunding balances due to elections or deemed elections2017-04-300
Balance of carryovers at beginning of current year2017-04-300
Balance of prefunding at beginning of current year2017-04-300
Total employer contributions2017-04-30773,004
Total employee contributions2017-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-04-300
Contributions made to avoid restrictions adjusted to valuation date2017-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-04-30751,051
Unpaid minimum required contributions for all prior years2017-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-04-300
Remaining amount of unpaid minimum required contributions2017-04-300
Minimum required contributions for current year target normal cost2017-04-30248,005
Net shortfall amortization installment of oustanding balance2017-04-300
Waiver amortization installment2017-04-300
Total funding amount beforereflecting carryover/prefunding balances2017-04-300
Carryover balance elected to use to offset funding requirement2017-04-300
Prefunding balance elected to use to offset funding requirement2017-04-300
Additional cash requirement2017-04-300
Contributions allocatedtoward minimum required contributions for current year2017-04-30751,051
Unpaid minimum required contributions for current year2017-04-300
Unpaid minimum required contributions for all years2017-04-300
2016: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2016 401k membership
Total participants, beginning-of-year2016-05-0188
Total number of active participants reported on line 7a of the Form 55002016-05-0140
Number of retired or separated participants receiving benefits2016-05-0145
Number of other retired or separated participants entitled to future benefits2016-05-0120
Total of all active and inactive participants2016-05-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-017
Total participants2016-05-01112
2015: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2015 401k membership
Total participants, beginning-of-year2015-05-0183
Total number of active participants reported on line 7a of the Form 55002015-05-0137
Number of retired or separated participants receiving benefits2015-05-0131
Number of other retired or separated participants entitled to future benefits2015-05-0119
Total of all active and inactive participants2015-05-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-011
Total participants2015-05-0188

Financial Data on PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY

Measure Date Value
2022 : PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$475,220
Total unrealized appreciation/depreciation of assets2022-12-31$475,220
Total transfer of assets from this plan2022-12-31$25,433,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$46,135
Total income from all sources (including contributions)2022-12-31$1,030,491
Total loss/gain on sale of assets2022-12-31$-9,882
Total of all expenses incurred2022-12-31$841,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$795,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,079,316
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$25,290,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,990
Total interest from all sources2022-12-31$171,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$10,250
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$310,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$67,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$46,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$189,182
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,243,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at beginning of year2022-12-31$7,730,649
Investment advisory and management fees2022-12-31$35,740
Interest earned on other investments2022-12-31$4,776
Income. Interest from US Government securities2022-12-31$19,406
Income. Interest from corporate debt instruments2022-12-31$147,324
Value of interest in common/collective trusts at beginning of year2022-12-31$8,895,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,016
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$31
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$1,959,499
Asset value of US Government securities at beginning of year2022-12-31$1,140,557
Net investment gain or loss from common/collective trusts2022-12-31$-632,742
Net gain/loss from 103.12 investment entities2022-12-31$-52,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,079,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$795,319
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$1,486,803
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$3,694,305
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Aggregate proceeds on sale of assets2022-12-31$1,089,067
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,098,949
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-30$-779,411
Total unrealized appreciation/depreciation of assets2022-04-30$-779,411
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$46,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$4,990
Total income from all sources (including contributions)2022-04-30$1,117,846
Total loss/gain on sale of assets2022-04-30$-31,114
Total of all expenses incurred2022-04-30$1,435,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$1,347,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$1,554,993
Value of total assets at end of year2022-04-30$25,290,113
Value of total assets at beginning of year2022-04-30$25,566,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$88,274
Total interest from all sources2022-04-30$402,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$500,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Assets. Other investments not covered elsewhere at end of year2022-04-30$310,244
Assets. Other investments not covered elsewhere at beginning of year2022-04-30$362,098
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$67,554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$73,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$46,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-30$4,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-317,837
Value of net assets at end of year (total assets less liabilities)2022-04-30$25,243,978
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$25,561,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Assets. partnership/joint venture interests at end of year2022-04-30$7,730,649
Assets. partnership/joint venture interests at beginning of year2022-04-30$4,862,121
Investment advisory and management fees2022-04-30$88,274
Interest earned on other investments2022-04-30$147,437
Income. Interest from US Government securities2022-04-30$26,062
Income. Interest from corporate debt instruments2022-04-30$228,840
Value of interest in common/collective trusts at end of year2022-04-30$8,895,486
Value of interest in common/collective trusts at beginning of year2022-04-30$9,520,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$5,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$4,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$4,990
Assets. Value of investments in 103.12 investment entities at end of year2022-04-30$1,959,499
Assets. Value of investments in 103.12 investment entities at beginning of year2022-04-30$2,512,490
Asset value of US Government securities at end of year2022-04-30$1,140,557
Asset value of US Government securities at beginning of year2022-04-30$1,595,122
Net investment gain or loss from common/collective trusts2022-04-30$399,624
Net gain/loss from 103.12 investment entities2022-04-30$-428,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30Yes
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$1,554,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$1,347,409
Asset. Corporate debt instrument preferred debt at end of year2022-04-30$1,486,803
Asset. Corporate debt instrument preferred debt at beginning of year2022-04-30$2,340,195
Asset. Corporate debt instrument debt (other) at end of year2022-04-30$3,694,305
Asset. Corporate debt instrument debt (other) at beginning of year2022-04-30$4,295,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-04-30No
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Aggregate proceeds on sale of assets2022-04-30$4,467,860
Aggregate carrying amount (costs) on sale of assets2022-04-30$4,498,974
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-04-30611436956
2021 : PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-04-30$697,602
Total unrealized appreciation/depreciation of assets2021-04-30$697,602
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$4,990
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$20,106
Total income from all sources (including contributions)2021-04-30$6,073,766
Total loss/gain on sale of assets2021-04-30$6,965
Total of all expenses incurred2021-04-30$1,582,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$1,539,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$1,298,303
Value of total assets at end of year2021-04-30$25,566,805
Value of total assets at beginning of year2021-04-30$21,090,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$42,522
Total interest from all sources2021-04-30$254,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$500,000
If this is an individual account plan, was there a blackout period2021-04-30No
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Assets. Other investments not covered elsewhere at end of year2021-04-30$362,098
Assets. Other investments not covered elsewhere at beginning of year2021-04-30$320,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$73,437
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$136,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-04-30$4,990
Liabilities. Value of operating payables at beginning of year2021-04-30$20,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$4,491,665
Value of net assets at end of year (total assets less liabilities)2021-04-30$25,561,815
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$21,070,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Assets. partnership/joint venture interests at end of year2021-04-30$4,862,121
Assets. partnership/joint venture interests at beginning of year2021-04-30$2,211,722
Investment advisory and management fees2021-04-30$42,522
Interest earned on other investments2021-04-30$14,785
Income. Interest from US Government securities2021-04-30$36,746
Income. Interest from corporate debt instruments2021-04-30$203,053
Value of interest in common/collective trusts at end of year2021-04-30$9,520,802
Value of interest in common/collective trusts at beginning of year2021-04-30$13,247,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$4,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$415
Assets. Value of investments in 103.12 investment entities at end of year2021-04-30$2,512,490
Asset value of US Government securities at end of year2021-04-30$1,595,122
Asset value of US Government securities at beginning of year2021-04-30$1,759,932
Net investment gain or loss from common/collective trusts2021-04-30$3,703,407
Net gain/loss from 103.12 investment entities2021-04-30$112,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$1,298,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$1,539,579
Asset. Corporate debt instrument preferred debt at end of year2021-04-30$2,340,195
Asset. Corporate debt instrument preferred debt at beginning of year2021-04-30$1,284,310
Asset. Corporate debt instrument debt (other) at end of year2021-04-30$4,295,550
Asset. Corporate debt instrument debt (other) at beginning of year2021-04-30$2,130,201
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-04-30No
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$4,529,497
Aggregate carrying amount (costs) on sale of assets2021-04-30$4,522,532
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30NOVAK FRANCELLA LLC
Accountancy firm EIN2021-04-30611436956
2020 : PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$-110,268
Total unrealized appreciation/depreciation of assets2020-04-30$-110,268
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$20,106
Total income from all sources (including contributions)2020-04-30$1,870,029
Total loss/gain on sale of assets2020-04-30$-25,094
Total of all expenses incurred2020-04-30$1,255,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$1,233,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$999,891
Value of total assets at end of year2020-04-30$21,090,256
Value of total assets at beginning of year2020-04-30$20,456,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$22,763
Total interest from all sources2020-04-30$138,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Administrative expenses professional fees incurred2020-04-30$10,000
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Assets. Other investments not covered elsewhere at end of year2020-04-30$320,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$136,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$136
Liabilities. Value of operating payables at end of year2020-04-30$20,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$614,053
Value of net assets at end of year (total assets less liabilities)2020-04-30$21,070,150
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$20,456,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Assets. partnership/joint venture interests at end of year2020-04-30$2,211,722
Investment advisory and management fees2020-04-30$12,763
Interest earned on other investments2020-04-30$16,851
Income. Interest from US Government securities2020-04-30$26,698
Income. Interest from corporate debt instruments2020-04-30$94,881
Value of interest in common/collective trusts at end of year2020-04-30$13,247,999
Value of interest in common/collective trusts at beginning of year2020-04-30$20,455,961
Asset value of US Government securities at end of year2020-04-30$1,759,932
Net investment gain or loss from common/collective trusts2020-04-30$867,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$999,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$1,233,213
Asset. Corporate debt instrument preferred debt at end of year2020-04-30$1,284,310
Asset. Corporate debt instrument debt (other) at end of year2020-04-30$2,130,201
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-04-30No
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Aggregate proceeds on sale of assets2020-04-30$1,977,919
Aggregate carrying amount (costs) on sale of assets2020-04-30$2,003,013
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30NOVAK FRANCELLA LLC
Accountancy firm EIN2020-04-30611436956
2018 : PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2018 401k financial data
Total income from all sources2018-04-30$1,643,258
Expenses. Total of all expenses incurred2018-04-30$1,711,354
Benefits paid (including direct rollovers)2018-04-30$1,691,720
Total plan assets at end of year2018-04-30$19,889,888
Total plan assets at beginning of year2018-04-30$19,957,984
Value of fidelity bond covering the plan2018-04-30$500,000
Other income received2018-04-30$713,942
Net income (gross income less expenses)2018-04-30$-68,096
Net plan assets at end of year (total assets less liabilities)2018-04-30$19,889,888
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$19,957,984
Total contributions received or receivable from employer(s)2018-04-30$929,316
Expenses. Administrative service providers (salaries,fees and commissions)2018-04-30$19,634
2017 : PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2017 401k financial data
Transfers to/from the plan2017-04-30$7,165,627
Total income from all sources2017-04-30$1,450,192
Expenses. Total of all expenses incurred2017-04-30$671,492
Benefits paid (including direct rollovers)2017-04-30$669,557
Total plan assets at end of year2017-04-30$19,957,984
Total plan assets at beginning of year2017-04-30$12,013,657
Value of fidelity bond covering the plan2017-04-30$500,000
Other income received2017-04-30$677,189
Net income (gross income less expenses)2017-04-30$778,700
Net plan assets at end of year (total assets less liabilities)2017-04-30$19,957,984
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$12,013,657
Total contributions received or receivable from employer(s)2017-04-30$773,003
Expenses. Administrative service providers (salaries,fees and commissions)2017-04-30$1,935
2016 : PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2016 401k financial data
Total income from all sources2016-04-30$856,564
Expenses. Total of all expenses incurred2016-04-30$627,630
Benefits paid (including direct rollovers)2016-04-30$620,953
Total plan assets at end of year2016-04-30$12,013,657
Total plan assets at beginning of year2016-04-30$11,784,723
Value of fidelity bond covering the plan2016-04-30$500,000
Other income received2016-04-30$111,027
Net income (gross income less expenses)2016-04-30$228,934
Net plan assets at end of year (total assets less liabilities)2016-04-30$12,013,657
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$11,784,723
Total contributions received or receivable from employer(s)2016-04-30$745,537
Expenses. Administrative service providers (salaries,fees and commissions)2016-04-30$6,677

Form 5500 Responses for PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY

2022: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2022 form 5500 responses
2022-05-01Type of plan entityMulitple employer plan
2022-05-01This submission is the final filingYes
2022-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2021 form 5500 responses
2021-05-01Type of plan entityMulitple employer plan
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2020 form 5500 responses
2020-05-01Type of plan entityMulitple employer plan
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2019 form 5500 responses
2019-05-01Type of plan entityMulitple employer plan
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2018 form 5500 responses
2018-05-01Type of plan entityMulitple employer plan
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2017 form 5500 responses
2017-05-01Type of plan entityMulitple employer plan
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2016 form 5500 responses
2016-05-01Type of plan entityMulitple employer plan
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN OF CARPENTERS BENEFIT FUNDS OF PHILADELPHIA AND VICINITY 2015 form 5500 responses
2015-05-01Type of plan entityMulitple employer plan
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes

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