# Bot Of The North Atlantic States Carpenters Guaranteed Annuity Fund DB Plan
Source: https://planprovider.pro/companies/bot-of-the-north-atlantic-states-carpenters-guaranteed-annuity-fund-plan

> Bot Of The North Atlantic States Carpenters Guaranteed Annuity Fund's DB plan: 10,412 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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|

| MEKETA INVESTMENT GROUP INC.|NONE|$1,049,964|—|$1,049,964|

| WASHINGTON CAPITAL MANAGEMENT INC.|NONE|$689,421|—|$689,421|

| ARTISAN PARTNERS LMTD PARTNERSHIP|NONE|$562,230|—|$562,230|

| NASC PENSION FUND CCA|COMMON BOARD|$507,642|—|$507,642|

| ACADIAN ASSET MANAGEMENT LLC|NONE|$367,007|—|$367,007|

| LOOMIS SAYLES & COMPANY|NONE|$303,397|—|$303,397|

| STATE STREET BANK & TRUST CO.|NONE|$262,757|—|$262,757|

| BNY MELLON INVESTMENT ADVISER INC.|NONE|$245,294|—|$245,294|

| RICE HALL JAMES & ASSOC LLC|NONE|$231,456|—|$231,456|

| DODGE & COX INVESTMENT MANAGERS|NONE|$221,180|—|$221,180|

| J.P. MORGAN CHASE BANK NATL ASSOC.|NONE|$188,418|—|$188,418|

| THE SEGAL COMPANY (EASTERN STATES)|NONE|$167,690|—|$167,690|

| LENDINGCLUB BANK NA|NONE|$163,670|—|$163,670|

| WELLINGTON TRUST COMPANY NA|NONE|$153,203|—|$153,203|

| VICTORY CAPITAL MANAGEMENT|NONE|$149,488|—|$149,488|

| COVE STREET CAPITAL LLC|NONE|$142,526|—|$142,526|

| KRAKOW SOURIS & LANDRY LLC|NONE|$95,000|—|$95,000|

| OREILLY GROSSO GROSS & JONES PC|NONE|$94,250|—|$94,250|

| SCHULTHEIS & PANETTIERI LLP|NONE|$88,000|—|$88,000|

| WITHUMSMITH+BROWN, P.C.|NONE|$83,350|—|$83,350|

| BLACKROCK INSTL TRUST COMPANY N.A.|NONE|$74,305|—|$74,305|

| RHUMBLINE ADVISERS LMTD PARTNERSHIP|NONE|$65,038|—|$65,038|

| SEGAL SELECT INSURANCE SERVICES INC|NONE|—|$37,690|$37,690|

| THE JOURNEYMAN PRESS|NONE|$17,551|—|$17,551|

| PROXYVOTE PLUS HOLDINGS INC.|NONE|$13,500|—|$13,500|

| INVESCO TRUST COMPANY|NONE|$9,927|—|$9,927|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [J.P. MORGAN CHASE BANK NATL ASSOC.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [VICTORY CAPITAL MANAGEMENT](https://planprovider.pro/provider/victory-capital-management-inc) — NONE

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

- [WITHUMSMITH+BROWN, P.C.](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,983,954

- **Estimated Expense Ratio:** 0.158% 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|

## Similar Plans

- [Board Of Trustees Of Massachusetts Laborers' Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-massachusetts-laborers-pension-fund-plan) — 10,031 participants

- [Board Of Trustees Iron Workers](https://planprovider.pro/companies/board-of-trustees-iron-workers-plan-001-7320) — 7,844 participants

- [Bd. Of Trustees Of Mass. Laborers Annuity Fund](https://planprovider.pro/companies/bd-of-trustees-of-mass-laborers-annuity-fund-plan) — 13,601 participants

- [Bot Of The North Atlantic States Carpenters Pension Fund](https://planprovider.pro/companies/bot-of-the-north-atlantic-states-carpenters-pension-fund-plan) — 16,341 participants

- [Suffolk Construction Company, INC.](https://planprovider.pro/companies/suffolk-construction-company-inc-401k-plan) — 2,173 participants

- [Board Of Trustees Iron Workers](https://planprovider.pro/companies/board-of-trustees-iron-workers-plan-001-1016) — 2,142 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bot-of-the-north-atlantic-states-carpenters-guaranteed-annuity-fund-plan)

© 2026 PlanProvider.Pro