Ohio Carpenters' Annuity Fund retirement plans

Ohio Carpenters' Annuity Fund, Troy, MI. EIN 34-1778747. Annual reports 2009–2023. Also filed as Ohio Carpenters Annuity Fund.

Ohio Carpenters' Annuity Fund has one active retirement plan on file, the Ohio Carpenters' Annuity Plan, with 16,204 participants and $409 million in assets in 2023. John Hancock has been its recordkeeper since 2015. No traditional pension plan appears in Ohio Carpenters' Annuity Fund's filings since 2009.

Active plans: 1
Participants: 16,204
Plan assets: $409 million
401(k) recordkeeper: John Hancock
Plans on file: 1
Industry: Construction

The plan

Ohio Carpenters' Annuity Plan

Profit-sharing planActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 001Employer EIN 34-1778747
Participants (2023): 16,204
Net assets (2023): $409 million
Recordkeeper: John HancockEarlier: New York Life Investment Management (2012–2014)
Plan administrator: Ohio Carpenters' Annuity Fund
700 Tower Drive, Suite 300
Troy, MI 48098
(248) 813-9800As filed for 2023
In effect since: May 1, 1994

Earlier sponsor: Ohio Carpenters Annuity Fund (2009).

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	16,204	$409 million	John Hancock
2022	16,321	$370 million	John Hancock
2021	14,831	$362 million	John Hancock
2020	13,830	$381 million	John Hancock
2019	13,264	$316 million	John Hancock
2018	12,610	$305 million	John Hancock
2017	11,770	$275 million	John Hancock
2016	11,477	$255 million	John Hancock
2015	11,556	$235 million	John Hancock
2014	11,333	$236 million	New York Life Investment Management
2013	10,503	$224 million	New York Life Investment Management
2012	9,984	$208 million	New York Life Investment Management
2009	13,189	$161 million	not listed

If you had money in one of these plans

Call John Hancock (johnhancock.com), which runs the Ohio Carpenters' Annuity Plan. 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 ((248) 813-9800). That number was filed for 2023; ask for the benefits or retirement plan office.
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.

The plan

Ohio Carpenters' Annuity Plan

If you had money in one of these plans

What these numbers are

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