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Original filing (PDF)20241231053417NAL0018010081001
BOARD OF TRUSTEES OHIO CARPENTERS' ANNUITY FUND
Form 5500
FILING_RECEIVED
OHIO CARPENTERS' ANNUITY PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OHIO CARPENTERS' ANNUITY FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OHIO CARPENTERS' ANNUITY FUND
EIN
34-1778747
Address
700 TOWER DRIVE, SUITE 300 · SUITE 300 · TROY, MI · 48098
Phone
(248) 813-9800
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2024-05-01
Tax period
2024-06-30
Filed
2024-12-31
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERV | 01-0233346 | — | NONE | $244K | — |
| BENESYS, INC. | 38-2383171 | — | NONE | $26K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | NONE | $17K | — |
| OHIO CARPENTERS' FBF, INC. | 20-3330679 | — | NONE | $12K | — |
| SHUMAKER, LOOP & KENDRICK, LLP | 34-4439491 | — | NONE | $9K | — |
Investments
1 pooled fund· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INTERCONTINENTAL ENHD CORE US REIF GLOBAL TRUST COMPANY · EIN 35-7161136 / PN 001 | Common Collective Trust | $0 | — |