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OHIO CARPENTERS' SUPPLEMENTAL BENEFIT FUND 401k Plan overview

Plan NameOHIO CARPENTERS' SUPPLEMENTAL BENEFIT FUND
Plan identification number 003

OHIO CARPENTERS' SUPPLEMENTAL BENEFIT FUND Benefits

401k Plan TypeOther Pension Benefit
Plan Features/Benefits
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES OHIO CARPENTERS SUPPLEMENTAL BENEFIT FU has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES OHIO CARPENTERS SUPPLEMENTAL BENEFIT FU
Employer identification number (EIN):341927123
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO CARPENTERS' SUPPLEMENTAL BENEFIT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032012-05-01ERIC WALLIN
0032011-05-01CHRISTOPHER FRANZ
0032009-05-01C. WAYNE WALDRON STEVEN KASARNICH2011-02-07

Financial Data on OHIO CARPENTERS' SUPPLEMENTAL BENEFIT FUND

Measure Date Value
2013 : OHIO CARPENTERS' SUPPLEMENTAL BENEFIT FUND 2013 401k financial data
Total plan liabilities at beginning of year2013-04-30$3,558
Total income from all sources2013-04-30$55,146
Expenses. Total of all expenses incurred2013-04-30$58,194
Benefits paid (including direct rollovers)2013-04-30$38,088
Total plan assets at end of year2013-04-30$0
Total plan assets at beginning of year2013-04-30$6,606
Value of fidelity bond covering the plan2013-04-30$500,000
Expenses. Other expenses not covered elsewhere2013-04-30$4,136
Net income (gross income less expenses)2013-04-30$-3,048
Net plan assets at end of year (total assets less liabilities)2013-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$3,048
Total contributions received or receivable from employer(s)2013-04-30$55,146
Expenses. Administrative service providers (salaries,fees and commissions)2013-04-30$15,970
2012 : OHIO CARPENTERS' SUPPLEMENTAL BENEFIT FUND 2012 401k financial data
Total plan liabilities at end of year2012-04-30$3,558
Total plan liabilities at beginning of year2012-04-30$26
Total income from all sources2012-04-30$28,681
Expenses. Total of all expenses incurred2012-04-30$25,607
Benefits paid (including direct rollovers)2012-04-30$20,193
Total plan assets at end of year2012-04-30$6,606
Value of fidelity bond covering the plan2012-04-30$500,000
Expenses. Other expenses not covered elsewhere2012-04-30$2,369
Net income (gross income less expenses)2012-04-30$3,074
Net plan assets at end of year (total assets less liabilities)2012-04-30$3,048
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$-26
Total contributions received or receivable from employer(s)2012-04-30$28,681
Expenses. Administrative service providers (salaries,fees and commissions)2012-04-30$3,045
2011 : OHIO CARPENTERS' SUPPLEMENTAL BENEFIT FUND 2011 401k financial data
Total plan liabilities at end of year2011-04-30$26
Total plan liabilities at beginning of year2011-04-30$2,313
Total income from all sources2011-04-30$5,450
Expenses. Total of all expenses incurred2011-04-30$5,450
Benefits paid (including direct rollovers)2011-04-30$385
Total plan assets at end of year2011-04-30$0
Total plan assets at beginning of year2011-04-30$0
Value of fidelity bond covering the plan2011-04-30$500,000
Expenses. Other expenses not covered elsewhere2011-04-30$5,065
Net income (gross income less expenses)2011-04-30$0
Net plan assets at end of year (total assets less liabilities)2011-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$0
Total contributions received or receivable from employer(s)2011-04-30$5,450
Expenses. Administrative service providers (salaries,fees and commissions)2011-04-30$2,302

Form 5500 Responses for OHIO CARPENTERS' SUPPLEMENTAL BENEFIT FUND

2012: OHIO CARPENTERS' SUPPLEMENTAL BENEFIT FUND 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01This submission is the final filingYes
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: OHIO CARPENTERS' SUPPLEMENTAL BENEFIT FUND 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2009: OHIO CARPENTERS' SUPPLEMENTAL BENEFIT FUND 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

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