Carpenters Pension Fund Of West Virginia DB Plan

Form 5500 filing data for plan year 2022.

Plan Snapshot

  • Plan Sponsor: Carpenters Pension Fund Of West Virginia
  • Sponsor EIN: 556027998
  • Sponsor Address: 3150 US ROUTE 60, ONA, WV, 255459507
  • Plan Type: DB
  • Total Participants: 0
  • Total Assets: $0

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20230$0$17.0M$0
20221,350$275.7M$16.7M$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
GRAY, GRIFFITH & MAYS, A.CAuditor$47,440$47,440

Plan Fees & Expenses

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

  • Total Service Provider Fees: $47,440

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
2023$1,438,027$919,582$127,760$47,440
2022$1,211,960$730,548$120,430$227,942

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