Plan Snapshot
- Plan Sponsor: Bot Of The North Atlantic States Carpenters Guaranteed Annuity Fund
- Sponsor EIN: 042776873
- Sponsor Address: 350 FORDHAM ROAD, WILMINGTON, MA, 01887
- Plan Type: DB
- Total Participants: 10,412
- Total Assets: $3.8B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 10,412 | $3.8B | $112.3M | $0 |
| 2023 | 10,943 | $3.7B | $117.4M | $0 |
| 2022 | 10,911 | $3.6B | $113.6M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $88,000 | — | $88,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,000
- Estimated Expense Ratio: 0.002% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $13,476,304 | $4,951,434 | — | $88,000 | — |
| 2023 | $12,072,560 | $5,151,597 | — | $82,000 | — |
| 2022 | $11,412,423 | $5,879,627 | $171,165 | — | $693,192 |