Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund retirement plan: assets, participants and fees
What Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Lendingclub Bank NA | Schedule C ↗ |
| Independent auditor | Schultheis & Panettieri, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 57 pension plans in construction with 10,000 to 49,999 participants.
| Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund: employer contribution per participant | $4,734 | |
| Peer median | $6,151 |
| Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund: average balance | $155,899 | |
| Peer median | $107,788 |
| Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund: admin expenses ÷ assets | 0.37% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.6B at the end of plan year 2023 to $3.7B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 23,724 | $3.7B | $112M | $4,734 | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 23,926 | $3.6B | $117M | $4,906 | 0.34% | Not published | Form 5500 ↗ |
Common questions
Does Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund match 401(k) contributions?
The match terms for the N. Atlantic States Carp. Guaranteed Annuity Fund have not been published from its filing yet. The plan year 2024 filing reports $112M in employer contributions, about $4,734 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund 401(k) match vested?
The vesting schedule for the N. Atlantic States Carp. Guaranteed Annuity Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Lendingclub Bank NA. The plan administrator is Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund.
I left Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund, (978) 694-1000) or the recordkeeper, Lendingclub Bank NA. The Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund old 401(k) page lists the contacts from every plan filing. Find an old Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund 401(k)
Data from the public Form 5500 annual reports Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bot of the North Atlantic States Carpenters Guaranteed Annuity Fund. Not financial advice. Report a correction · Methodology