401k Plan data: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS plan

PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 401k Plan overview

Plan Name	PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS
Plan identification number	001

PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF ADMINISTRATION, CARPENTERS' HEALTH & has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF ADMINISTRATION, CARPENTERS' HEALTH &

Employer identification number (EIN): 231574984

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-05-01 EDWARD CORYELL SR.
001 2013-05-01 EDWARD CORYELL SR.
001 2012-05-01 EDWARD CORYELL SR.
001 2011-05-01 EDWARD CORYELL SR.
001 2009-05-01 EDWARD CORYELL SR.

Plan id#	Filing Submission Date	Name of Administrator
001	2014-05-01	EDWARD CORYELL SR.
001	2013-05-01	EDWARD CORYELL SR.
001	2012-05-01	EDWARD CORYELL SR.
001	2011-05-01	EDWARD CORYELL SR.
001	2009-05-01	EDWARD CORYELL SR.

Plan Statistics for PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS

401k plan membership statisitcs for PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS

Measure Date Value
2014: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2014 401k membership
Total participants, beginning-of-year 2014-05-01 82
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 33
Number of retired or separated participants receiving benefits 2014-05-01 31
Number of other retired or separated participants entitled to future benefits 2014-05-01 19
Total of all active and inactive participants 2014-05-01 83
Total participants 2014-05-01 83
2013: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2013 401k membership
Total participants, beginning-of-year 2013-05-01 78
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 36
Number of retired or separated participants receiving benefits 2013-05-01 29
Number of other retired or separated participants entitled to future benefits 2013-05-01 17
Total of all active and inactive participants 2013-05-01 82
Total participants 2013-05-01 82
2012: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2012 401k membership
Total participants, beginning-of-year 2012-05-01 77
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 32
Number of retired or separated participants receiving benefits 2012-05-01 27
Number of other retired or separated participants entitled to future benefits 2012-05-01 19
Total of all active and inactive participants 2012-05-01 78
Total participants 2012-05-01 78
2011: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2011 401k membership
Total participants, beginning-of-year 2011-05-01 80
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 37
Number of retired or separated participants receiving benefits 2011-05-01 23
Number of other retired or separated participants entitled to future benefits 2011-05-01 17
Total of all active and inactive participants 2011-05-01 77
Total participants 2011-05-01 77
2009: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2009 401k membership
Total participants, beginning-of-year 2009-05-01 75
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 35
Number of retired or separated participants receiving benefits 2009-05-01 25
Number of other retired or separated participants entitled to future benefits 2009-05-01 16
Total of all active and inactive participants 2009-05-01 76
Total participants 2009-05-01 76

Measure	Date	Value
2014: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2014 401k membership
Total participants, beginning-of-year	2014-05-01	82
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	33
Number of retired or separated participants receiving benefits	2014-05-01	31
Number of other retired or separated participants entitled to future benefits	2014-05-01	19
Total of all active and inactive participants	2014-05-01	83
Total participants	2014-05-01	83
2013: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2013 401k membership
Total participants, beginning-of-year	2013-05-01	78
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	36
Number of retired or separated participants receiving benefits	2013-05-01	29
Number of other retired or separated participants entitled to future benefits	2013-05-01	17
Total of all active and inactive participants	2013-05-01	82
Total participants	2013-05-01	82
2012: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2012 401k membership
Total participants, beginning-of-year	2012-05-01	77
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	32
Number of retired or separated participants receiving benefits	2012-05-01	27
Number of other retired or separated participants entitled to future benefits	2012-05-01	19
Total of all active and inactive participants	2012-05-01	78
Total participants	2012-05-01	78
2011: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2011 401k membership
Total participants, beginning-of-year	2011-05-01	80
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	37
Number of retired or separated participants receiving benefits	2011-05-01	23
Number of other retired or separated participants entitled to future benefits	2011-05-01	17
Total of all active and inactive participants	2011-05-01	77
Total participants	2011-05-01	77
2009: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2009 401k membership
Total participants, beginning-of-year	2009-05-01	75
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	35
Number of retired or separated participants receiving benefits	2009-05-01	25
Number of other retired or separated participants entitled to future benefits	2009-05-01	16
Total of all active and inactive participants	2009-05-01	76
Total participants	2009-05-01	76

Financial Data on PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS

Measure	Date	Value
2015 : PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2015 401k financial data
Total income from all sources	2015-04-30	$1,265,136
Expenses. Total of all expenses incurred	2015-04-30	$683,005
Benefits paid (including direct rollovers)	2015-04-30	$676,648
Total plan assets at end of year	2015-04-30	$11,784,723
Total plan assets at beginning of year	2015-04-30	$11,202,592
Value of fidelity bond covering the plan	2015-04-30	$500,000
Other income received	2015-04-30	$521,375
Net income (gross income less expenses)	2015-04-30	$582,131
Net plan assets at end of year (total assets less liabilities)	2015-04-30	$11,784,723
Net plan assets at beginning of year (total assets less liabilities)	2015-04-30	$11,202,592
Total contributions received or receivable from employer(s)	2015-04-30	$743,761
Expenses. Administrative service providers (salaries,fees and commissions)	2015-04-30	$6,357
2014 : PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2014 401k financial data
Total income from all sources	2014-04-30	$1,262,270
Expenses. Total of all expenses incurred	2014-04-30	$509,308
Benefits paid (including direct rollovers)	2014-04-30	$503,318
Total plan assets at end of year	2014-04-30	$11,202,592
Total plan assets at beginning of year	2014-04-30	$10,449,630
Value of fidelity bond covering the plan	2014-04-30	$500,000
Other income received	2014-04-30	$515,768
Net income (gross income less expenses)	2014-04-30	$752,962
Net plan assets at end of year (total assets less liabilities)	2014-04-30	$11,202,592
Net plan assets at beginning of year (total assets less liabilities)	2014-04-30	$10,449,630
Assets. Value of participant loans	2014-04-30	$249
Total contributions received or receivable from employer(s)	2014-04-30	$746,502
Expenses. Administrative service providers (salaries,fees and commissions)	2014-04-30	$5,990
2013 : PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2013 401k financial data
Total income from all sources	2013-04-30	$1,484,653
Expenses. Total of all expenses incurred	2013-04-30	$789,873
Benefits paid (including direct rollovers)	2013-04-30	$785,262
Total plan assets at end of year	2013-04-30	$10,449,630
Total plan assets at beginning of year	2013-04-30	$9,754,850
Value of fidelity bond covering the plan	2013-04-30	$500,000
Other income received	2013-04-30	$741,254
Net income (gross income less expenses)	2013-04-30	$694,780
Net plan assets at end of year (total assets less liabilities)	2013-04-30	$10,449,630
Net plan assets at beginning of year (total assets less liabilities)	2013-04-30	$9,754,850
Assets. Value of participant loans	2013-04-30	$344
Total contributions received or receivable from employer(s)	2013-04-30	$743,399
Expenses. Administrative service providers (salaries,fees and commissions)	2013-04-30	$4,611
2012 : PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2012 401k financial data
Total income from all sources	2012-04-30	$1,074,272
Expenses. Total of all expenses incurred	2012-04-30	$550,793
Benefits paid (including direct rollovers)	2012-04-30	$546,525
Total plan assets at end of year	2012-04-30	$9,754,850
Total plan assets at beginning of year	2012-04-30	$9,231,371
Value of fidelity bond covering the plan	2012-04-30	$500,000
Other income received	2012-04-30	$324,740
Net income (gross income less expenses)	2012-04-30	$523,479
Net plan assets at end of year (total assets less liabilities)	2012-04-30	$9,754,850
Net plan assets at beginning of year (total assets less liabilities)	2012-04-30	$9,231,371
Assets. Value of participant loans	2012-04-30	$899
Total contributions received or receivable from employer(s)	2012-04-30	$749,532
Expenses. Administrative service providers (salaries,fees and commissions)	2012-04-30	$4,268
2011 : PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2011 401k financial data
Total income from all sources	2011-04-30	$1,423,223
Expenses. Total of all expenses incurred	2011-04-30	$628,549
Benefits paid (including direct rollovers)	2011-04-30	$613,246
Total plan assets at end of year	2011-04-30	$9,231,371
Total plan assets at beginning of year	2011-04-30	$8,436,697
Value of fidelity bond covering the plan	2011-04-30	$500,000
Total contributions received or receivable from participants	2011-04-30	$688,102
Other income received	2011-04-30	$735,121
Net income (gross income less expenses)	2011-04-30	$794,674
Net plan assets at end of year (total assets less liabilities)	2011-04-30	$9,231,371
Net plan assets at beginning of year (total assets less liabilities)	2011-04-30	$8,436,697
Assets. Value of participant loans	2011-04-30	$6,589
Expenses. Administrative service providers (salaries,fees and commissions)	2011-04-30	$15,303

Form 5500 Responses for PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS

2014: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2014 form 5500 responses
2014-05-01	Type of plan entity	Mulitple employer plan
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes
2013: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2013 form 5500 responses
2013-05-01	Type of plan entity	Mulitple employer plan
2013-05-01	Plan funding arrangement – Trust	Yes
2013-05-01	Plan benefit arrangement - Trust	Yes
2012: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2012 form 5500 responses
2012-05-01	Type of plan entity	Mulitple employer plan
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2011 form 5500 responses
2011-05-01	Type of plan entity	Mulitple employer plan
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2009: PENSION PLAN OF CARPENTERS HEALTH & WELFARE AND PENSION FUNDS 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	This submission is the final filing	No
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOARD OF ADMINISTRATION, CARPENTERS' HEALTH &
Employer identification number (EIN):	231574984
NAIC Classification:	238100