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Original filing (PDF)20251010131407NAL0008210129001
TRUSTEES OF THE FLORIDA CARPENTERS PENSION PLAN
Form 5500
FILING_RECEIVED
FLORIDA CARPENTERS PENSION PLAN
Defined-benefit pension plan
Signals · 1
7 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
7 collective trusts
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 TRUSTEES OF THE FLORIDA CARPENTERS PENSION PLAN.
Plan sponsor
Name
TRUSTEES OF THE FLORIDA CARPENTERS PENSION PLAN
EIN
59-6205166
Address
P.O. BOX 1449 P.O. BOX 1449 · GOODLETTSVILLE, TN · 37070
Phone
(800) 831-4914
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
LAPADULA CARLSON & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATOR | 62-1116095 | — | NONE | $297K | — |
| INVESTMENT PERFORMANCE SERVICE | — | NEWTON, PA | NONE | $129K | — |
| LAW OFFICE OF ALAN EICHENBAUM, P.A | 82-1935563 | — | NONE | $101K | — |
| HORIZON ACTUARIAL SERVICES, LLC | 26-1370698 | — | NONE | $100K | — |
| VENABLE LAW FIRM, P.A. | 59-1824867 | — | NONE | $86K | — |
| SMITH GRAHAM & CO. INVESTMENT | 76-0301817 | — | NONE | $81K | — |
| LAPADULA CARLSON & CO. | 65-0292391 | — | NONE | $44K | — |
Investments
7 pooled funds· $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.
Common Collective Trust
$0
4 holdings
103-12 Investment Entity
$0
1 holding
Pooled Separate Account
$0
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONGVIEW ULTRA CONSTRUCTION AMALGAMATED BANK · EIN 20-8434730 / PN 006 | Common Collective Trust | $0 | — |
| M DB NSL BROAD MARKET STOCK INDEX THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 003 | Common Collective Trust | $0 | — |
| MARTINGALE INV TRUST SERIES 1-U.S. MARTINGALE INVESTMENT TRUST · EIN 46-2669543 / PN 001 | Common Collective Trust | $0 | — |
| VICTORY TRIVALENT INT'L SMALLCAP VICTORY PORTFOLIOS · EIN 31-6364605 / PN 001 | Common Collective Trust | $0 | — |
| HARDMAN JOHNSTON IE GROUP TRUST HARDMAN JOHNSTON GLOBAL ADVISORS · EIN 13-3257590 / PN 001 | 103-12 Investment Entity | $0 | — |
| PRISA II SA PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 039 | Pooled Separate Account | $0 | — |
| PRINCIPAL U.S. PROPERTY PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $0 | — |