Carpenters Pension and Annuity Fund of Philadelphia's EIN is 23-1613018.
Download the official 2022 Form 5500 (PDF) for Carpenters Pension and Annuity Fund of Philadelphia from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Carpenters Pension and Annuity Fund of Philadelphia's plan includes a defined-benefit pension formula, a cash-balance formula.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $24K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $10K | — |
| SEGALL, BRYANT & HAMILL | 41-1788385 | — | NONE | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | $0 | — |
| BNYM MELLON DB SL STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 010 | Common Collective Trust | $0 | — |
| HARDMAN JOHNSTON INTERNATIONAL EQUI HARDMAN JOHNSTON GLOBAL ADVISORS LLC · EIN 26-6493485 / PN 001 | 103-12 Investment Entity | $0 | — |