Arizona State Carpenters' Annuity Trust Fund pension plans

Arizona State Carpenters' Annuity Trust Fund, Phoenix, AZ. EIN 86-6056025. Annual reports 2009–2023. Also filed as Arizona State Carpenters Annuity Trust Fund; Arizona State Carpenters Annuity; Arizona State Carpenters' Anntrust Fund; Arizona State Carpenter'S Annuity Trust Fund.

Arizona State Carpenters' Annuity Trust Fund has no active retirement plan on file. Its last annual report was for 2023. Its Arizona State Carpenter'S Annuity Trust Fund was merged into Southwest Carpenters Annuity Fund in 2023.

Active plans
0
Plans on file
2
Industry
Construction

All 2 plans

Active plans first

Arizona State Carpenter'S Annuity Trust Fund

Defined contribution planMergedUnion (multiemployer)

Merged. In 2023 its assets moved to the Southwest Carpenters Annuity Fund, sponsored by Southwest Carpenters Annuity Fund (EIN 88-0135694, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
002Employer EIN 86-6056025
Participants (2022)
3,934
Net assets (2022)
$86.6 million
Recordkeeper
Zenith American Solutions2012–2023
Plan administrator
Arizona State Carpenters' Annuity Trust Fund
2001 W Camelback RD Ste B350
Phoenix, AZ 85015
(602) 264-1804As filed for 2023
In effect since
January 1, 1984

Earlier sponsors: Arizona State Carpenters Annuity (2012–2013); Arizona State Carpenters' Anntrust Fund (2020).

Earlier plan names: Arizona State Carpenters Annuity Trust Fund.

Year by year, 2009 to 2023
Plan yearParticipantsNet assetsRecordkeeper
20230$0Zenith American Solutions
20223,934$86.6 millionZenith American Solutions
20214,161$103 millionZenith American Solutions
20204,382$97.4 millionZenith American Solutions
20194,427$104 millionZenith American Solutions
20184,693$91.2 millionZenith American Solutions
20174,934$101 millionZenith American Solutions
20164,983$94.6 millionZenith American Solutions
20155,184$95.1 millionZenith American Solutions
20145,428$99.1 millionZenith American Solutions
20135,762$101 millionZenith American Solutions
20126,067$91.1 millionZenith American Solutions
20106,693$99.5 millionnot listed
20097,162$91.1 millionnot listed

Arizona State Carpenter'S Pension Trust Fund

Pension (defined benefit), frozenMergedUnion (multiemployer)

Merged. In 2021 its assets moved to the Southwest Carpenters Pension Plan, sponsored by Western States Carpenters Pension Plan (EIN 95-6042875, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
001Employer EIN 86-6056025
Participants (2020)
3,508
Net assets (2020)
$49.4 million
Administered by
Zenith American Solutions2012–2021
Plan administrator
Arizona State Carpenters' Pension Trust Fund
2001 W Camelback RD Ste B350
Phoenix, AZ 85015
(602) 264-1804As filed for 2021
In effect since
November 15, 1965

Earlier sponsor: Arizona State Carpenters Pension (2012).

Earlier plan names: Arizona State Carpenters Pension Trust Fund.

Year by year, 2012 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0Zenith American Solutions
20203,508$49.4 millionZenith American Solutions
20193,625$51.9 millionZenith American Solutions
20183,673$47.9 millionZenith American Solutions
20173,831$55.1 millionZenith American Solutions
20163,976$52.9 millionZenith American Solutions
20154,102$54.8 millionZenith American Solutions
20144,210$59.1 millionZenith American Solutions
20134,300$61.1 millionZenith American Solutions
20124,465$57.4 millionZenith American Solutions

If you had money in one of these plans

  1. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  2. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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