Carpenters Pension and Annuity Fund of Philadelphia pension plans

Carpenters Pension and Annuity Fund of Philadelphia, Philadelphia, PA. EIN 23-1613018. Annual reports 2009–2024. Also filed as Carpenters Health & Welfare Fund of Philadelphia; Carpenters Pension & Annuity Fund of Philadelphia; Board of Administration, Carpenters Pension and; Board of Administration, Carpenters Pension and an-.

Carpenters Pension and Annuity Fund of Philadelphia has one active retirement plan on file, the Eastern Atlantic States Carpenters Pension Fund, with 39,234 participants and $4.5 billion in assets in 2024. Bridgeway Benefit Technologies has been its administrator since 2023.

Active plans: 1
Participants: 39,234
Plan assets: $4.5 billion
Administered by: Bridgeway Benefit Technologies
Plans on file: 2
Industry: Construction

All 2 plans

Active plans first

Eastern Atlantic States Carpenters Pension Fund

Cash balance pensionActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 23-1613018
Participants (2024): 39,234
Net assets (2024): $4.5 billion
Administered by: Bridgeway Benefit TechnologiesEarlier: Oak Systems (2014–2017), Conduent (2010)
Plan administrator: Eastern Atlantic States Carpenters Pension Fund
1811 Spring Garden Street
Philadelphia, PA 19130
(215) 568-0430As filed for 2024
In effect since: May 1, 1962

Plans merged into this one: Pension Plan of Carpenters Benefit Funds of Philadelphia and Vicinity (2022); Northeast Carpenters Pension Fund (2022).

Earlier sponsors: Carpenters Pension & Annuity Fund of Philadelphia (2009–2015); Board of Administration, Carpenters Pension and (2016); Board of Administration, Carpenters Pension and an- (2017–2022).

Earlier plan names: Carpenters Pension & Annuity Fund of Philadelphia and Vicinity; Carpenters Pension and Annuity Plan of Philadelphia and Vicinity.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	39,234	$4.5 billion	Bridgeway Benefit Technologies
2023	35,869	$4.3 billion	Bridgeway Benefit Technologies
2022	35,004	$4.1 billion	not listed
2021	15,130	$2.5 billion	not listed
2020	15,414	$2.6 billion	not listed
2019	15,384	$2.1 billion	not listed
2018	15,308	$2.2 billion	not listed
2017	15,117	$2.1 billion	Oak Systems
2016	15,136	$2.0 billion	Oak Systems
2015	14,891	$1.9 billion	Oak Systems
2014	14,676	$1.8 billion	Oak Systems
2013	14,577	$1.7 billion	not listed
2012	14,628	$1.6 billion	not listed
2011	15,605	$1.5 billion	not listed
2010	15,765	$1.5 billion	Conduent
2009	16,300	$1.4 billion	not listed

Pension Plan of Carpenters Benefit Funds of Philadelphia and Vicinity

Cash balance pensionMerged

Merged. In 2022 its assets moved to the Carpenters Pension & Annuity Fund of Philadelphia & Vicinity, sponsored by Carpenters Pension and Annuity Fund of Philadelphia (EIN 23-1613018, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 23-1613018
Participants (2021): 126
Net assets (2021): $25.2 million
Plan administrator: Carpenters Pension and Annuity Fund of Philadelphia
1811 Spring Garden Street
Philadelphia, PA 19130
(215) 568-0430As filed for 2022
In effect since: May 1, 1965

Earlier sponsor: Carpenters Health & Welfare Fund of Philadelphia (2009–2014).

Earlier plan names: Pension Plan of Carpenters Health & Welfare and Pension Funds.

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	126	$25.2 million	not listed
2020	128	$25.6 million	not listed
2019	130	$21.1 million	not listed
2018	124	$20.5 million	not listed
2017	114	$19.9 million	not listed
2016	112	$20.0 million	not listed
2015	88	$12.0 million	not listed
2014	83	$11.8 million	not listed
2013	82	$11.2 million	not listed
2012	78	$10.4 million	not listed
2011	77	$9.8 million	not listed
2010	80	$9.2 million	not listed
2009	76	$8.4 million	not listed

If you had money in one of these plans

Call Bridgeway Benefit Technologies, which runs the Eastern Atlantic States Carpenters Pension Fund. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((215) 568-0430). That number was filed for 2024; ask for the benefits or retirement plan office.
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.
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

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

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

All 2 plans

Eastern Atlantic States Carpenters Pension Fund

Pension Plan of Carpenters Benefit Funds of Philadelphia and Vicinity

If you had money in one of these plans

What these numbers are

Other construction employers in PA