# North Atlantic States Carpenters Annuity Plan DC Plan
Source: https://planprovider.pro/companies/north-atlantic-states-carpenters-annuity-plan-plan

> North Atlantic States Carpenters Annuity Plan's DC plan: 10,262 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North Atlantic States Carpenters Annuity Plan

- **Sponsor EIN:** 061308364

- **Sponsor Address:** 10 BROADWAY, HAMDEN, CT, 065182614

- **Plan Type:** DC

- **Total Participants:** 10,262

- **Total Assets:** $1.3B

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|10,262|$1.3B|$60.6M|$9,000|

| 2023|10,631|$1.3B|$60.4M|$6,050|

| 2022|11,025|$1.2B|$63.7M|$6,530|

## 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|

| NORTH ATLANTIC STATES CARP PENSION|CONTRACT ADMINISTRATOR|$2,195,941|—|$2,195,941|

| LOOMIS SAYLES & COMPANY, LP|NONE|$443,965|$18,614|$462,579|

| IFM INVESTORS PTY LTD.|NONE|—|$441,621|$441,621|

| BLACKROCK INSTITUTIONAL TRUST CO.|NONE|$103,982|$293,601|$397,583|

| MEKETA INVESTMENT GROUP, INC.|NONE|$259,462|—|$259,462|

| BNY MELLON INVESTMENT ADVISOR, INC.|NONE|$250,719|—|$250,719|

| BANK OF AMERICA MERRILL LYNCH|NONE|$229,549|—|$229,549|

| INVESCO ADVISERS, INC|INVESTMENT MANAGER|$215,927|—|$215,927|

| BRIGADE CAPITAL MANAGEMENT, LP|INVESTMENT MANAGER|—|$189,689|$189,689|

| AMERICAN REALTY ADVISORS|NONE|$150,971|—|$150,971|

| LOOMIS SAYLES TRUST COMPANY, LP|NONE|$93,120|—|$93,120|

| KRAKOW, SOURIS & LANDRY, LLC|NONE|$87,500|—|$87,500|

| BEERS, HAMERMAN, COHEN & BURGER P.C|NONE|$75,296|—|$75,296|

| J.P. MORGAN INVESTMENT MANAGEMENT I|NONE|$71,028|—|$71,028|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORD KEEPER|$55,185|—|$55,185|

| PERFECT PRINTING SOLUTIONS, INC.|NONE|$54,714|—|$54,714|

| THE UNION LABOR LIFE INSURANCE COMP|NONE|$31,151|$5,685|$36,836|

| RYAN HENRY, ESQ, TRUSTEE|NONE|$36,000|—|$36,000|

| SEGAL CONSULTING|NONE|$28,030|—|$28,030|

| CHEVY CHASE TRUST|NONE|$26,274|—|$26,274|

| BRIDGEWAY BENEFIT TECHNOLOGIES LLC|NONE|$25,534|—|$25,534|

| COMPUMAIL CORP|NONE|$16,966|—|$16,966|

| STATE STREET GLOBAL ADVISORS TRUST|NONE|$11,414|—|$11,414|

| REID & RIEGE, P.C.|NONE|$6,663|—|$6,663|

### Verified Provider Profiles

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

- [NORTH ATLANTIC STATES CARP PENSION](https://planprovider.pro/provider/employee-fiduciary) — CONTRACT ADMINISTRATOR

- [J.P. MORGAN INVESTMENT MANAGEMENT I](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [THE UNION LABOR LIFE INSURANCE COMP](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,418,601

- **Estimated Expense Ratio:** 0.404% 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|$6,735,950|$3,751,966|$2,310,175|$71,815|—|

| 2023|$6,995,330|$3,999,101|$2,074,345|$63,114|—|

| 2022|$6,508,899|$3,857,799|$1,873,369|—|$472,324|

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

© 2026 PlanProvider.Pro