- Tri-State Carpenters and Joiners Pension pension plans

- Tri-State Carpenters and Joiners Pension, Goodlettsville, TN. EIN 62-0976048. Annual reports 2009–2024. Also filed as BD of Ttees for Tri-State Carp and Joiners Pension Trust FD; Trust Fund.

- Tri-State Carpenters and Joiners Pension has one active retirement plan on file, the Tri-State Carpenters and Joiners Pension Trust Fund, with 5,492 participants and $451 million in assets in 2024. Southern Benefit Administrators is its administrator.

Active plans
1
Participants
5,492
Plan assets
$451 million
Administered by
Southern Benefit Administrators
Plans on file
1
Industry
Construction

The plan

Tri-State Carpenters and Joiners Pension Trust Fund

Pension (defined benefit)ActiveUnion (multiemployer)

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

Plan number
001Employer EIN 62-0976048
Participants (2024)
5,492
Net assets (2024)
$451 million
Administered by
Southern Benefit AdministratorsEarlier: Innovative Software Solutions (2010–2017), Innovative Softwae Solutions (2009)
Plan administrator
- Tri-State Carpenters and Joiners Pension
P.O. Box 1449
Goodlettsville, TN 37070
(615) 859-0131As filed for 2024
In effect since
November 1, 1970

Plans merged into this one: Tennessee/North Carolina Carpenters and Millwrights Pension Fund (2023).

Earlier sponsor: BD of Ttees for Tri-State Carp and Joiners Pension Trust FD (2009–2012).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20245,492$451 millionSouthern Benefit Administrators
20234,691$222 millionnot listed
20224,821$204 millionnot listed
20214,820$230 millionnot listed
20204,713$202 millionnot listed
20194,528$183 millionnot listed
20184,298$160 millionnot listed
20174,288$176 millionInnovative Software Solutions
20164,103$161 millionInnovative Software Solutions
20153,869$161 millionInnovative Software Solutions
20143,932$166 millionInnovative Software Solutions
20134,064$164 millionInnovative Software Solutions
20124,612$144 millionInnovative Software Solutions
20114,370$136 millionnot listed
20104,273$148 millionInnovative Software Solutions
20094,416$143 millionInnovative Softwae Solutions

If you had money in one of these plans

  1. Call Southern Benefit Administrators, which runs the Tri-State Carpenters and Joiners Pension Trust 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.
  2. Or call the plan administrator listed on the plan below ((615) 859-0131). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. 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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