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Original filing (PDF)20241014161411NAL0015272819005
TRUSTEES-NEW ORLEANS CARPENTERS' PENSION PLAN
Form 5500
FILING_RECEIVED
NEW ORLEANS CARPENTERS' PENSION PLAN
Defined-benefit pension plan
Signals · 1
9 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
3 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-NEW ORLEANS CARPENTERS' PENSION PLAN.
Plan sponsor
Name
TRUSTEES-NEW ORLEANS CARPENTERS' PENSION PLAN
EIN
72-1489654
Address
2001 CALDWELL DRIVE · GOODLETSVILLE, TN · 370723589
Phone
(615) 859-0131
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-06-01
Tax period
2023-12-31
Filed
2024-10-14
Pension benefit codes
1B · Flat-dollar DB formula
1F · Section 414(k) arrangement
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsLegal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE YOUNGDAHL LAW FIRM, P.C. | 75-3110632 | HOUSTON, TX | LEGAL | $32K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $81K | — |
| SEGAL MARCO | 13-2646110 | ATLANTA, GA | NONE | $48K | — |
| BLACKSTONE GROUP | 83-3025827 | NEW YORK, NY | NONE | $39K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | BOSTON, MA | NONE | $37K | — |
| THE SEGAL COMPANY | 13-2619259 | WASHINGTON, DC | NONE | $32K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $26K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $17K | — |
| ROBEIN, URANN, SPENCER, PICARD & CA | 72-0999672 | — | NONE | $8K | — |
Investments
3 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONGVIEW ULTRA CONSTRUCTION LOAN IN AMALGAMATED BANK OF CHICAGO · EIN 20-8434730 / PN 006 | Common Collective Trust | $0 | — |
| STATE STREET MSCI ACWI IMI INDEX NO STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 161 | Common Collective Trust | $0 | — |
| NEWTOWER TRUST COMPANY MULTI-EMPLOY NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $0 | — |