Carpenters annuity fund performance You should find the answers to most of your questions about the Plan in this SPD. asbcm. If you have an account with the North Atlantic States Carpenters Guaranteed Annuity Fund, you must complete a separate form to designate beneficiaries for that Fund. This completed Application must be submitted to the Board Related to Michigan Regional Council of Carpenters’ Annuity Fund. com IN-SERVICE BENEFITS FOR PROFIT SHARING. 8800 / www. 00 for 20 years would give you extra $30,359. CFAO - Carpenters Fund Administrative Office. Estamos trabajando para que más funciones estén disponibles en español. com. org Summary Annual Report for Southern Nevada Carpenters Annuity Fund Your Carpenters Annuity Plan - Keys to Success in Retirement. The Ohio Carpenters’ Annuity Plan and the Indiana/Kentucky/Ohio Defined Contribution Pension Plan are merging to become the Central Midwest Regional Council of Carpenters Defined Contribution Fund (CMRCC Fund) with John Hancock. The Guaranteed Annuity Fund covers work performed in Massachusetts, Maine, New Hampshire, and Vermont and the Annuity Fund covers work performed in New York, Connecticut, and Rhode Island. This is a retirement account, not eligible for loans or hardship withdrawals. Signature _____ Date _____ RETURN THIS FORM TO: Carpenters Annuity Trust Fund for Northern California 265 Hegenberger Road, Suite 100 Oakland, CA The Fund Office is pleased to announce that it recently completed a revised NYCDCC Pension Fund Summary Plan Description (“SPD”). 650 Ridge Road - Suite 300 Pittsburgh, PA 15205-9503 New England Carpenters Guaranteed Annuity Fund Wilmington, MA 01887 www. org Phone: 631 -952 9700 Option 5 Fax: 631 952 9813 CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA carpenterfunds. Review the choices below and received by the Carpenter Funds Administrative Office. org • 800-344-1515 fi˙ˆˇ˘˛ ˙ ˙ A STREAMLINED APPROACH, Communication Services Financials Information Technology Consumer Discretionary Energy Materials Utilities and $15,000. the New York City District Council of Carpenters Annuity Plan (the “Annuity Plan” or the “Plan”) as of July 1, 2017. The balance in your Annuity belongs to you starting with the first contribution but because this is a retirement account For performance information current to the most recent month end, please call 1-800-345-2345 or visit our website at www. You should read the booklet and refer to it whenever you have questions about the Annuity and Savings Fund. You will have an Account established in your name with the Plan’s recordkeeper, John Hancock Retirement Plan Services. The Board of Trustees of the newly reconstituted and renamed Eastern Atlantic States Carpenters Annuity Fund amended and restated the Northeast Carpenters Annuity Plan as the Eastern Atlantic States Carpenters FUNDDESCRIPTION FUND PERFORMANCE A commingled equity fund available to all qualified pension plans, both multi-employer and single employer plans. 1979. Sincerely, BOARD OF TRUSTEES . The value of your individual account depends on the increases (like employer contributions and interest) and decreases (such as loans or If you had an account in the Massachusetts State Carpenters Annuity Fund as of December 31, 1990, you automatically became a participant in this Plan on January 1, 1991. New England Carpenters Benefit Funds: Union Login; l Member Login HOME; Login 1 login 2. Carpenter Funds Administrative Office of Northern California, Inc. 20% Strategy: Capital Appreciation Benchmark: Russell 1000 Growth Index Inception Date: 12/03/2014 Account #: AL547 Portfolio Benchmark # of Equity Holdings 82 499 Market Cap –Weighted Average $795. fund Phone: 631-952-9700, Option 5 Toll Free: 1-877-372-3236 Fax: 631-952-9813 SOUTHERN NEW ENGLAND CARPENTERS ANNUITY FUND MONEY PURCHASE ACCOUNT APPLICATION _____ Participants must complete and sign this form. org Phone: 203-281-5511 Fax: 203-230-2457 270 Motor Parkway Hauppauge, NY 11788-5150 Phone: 631 -952 9700 Option 5 Fax: 631 -952 9813 Annuity Credit. com Carpenters Annuity Trust Fund for Northern California MONTHLY FLASH REPORT 1 Month QTD new england carpenters benefit funds • 350 fordham road, wilmington, ma 01887 • www. carpenters. All New Jersey Carpenters Annuity Plan Participants and Empire State Carpenters Annuity Plan Participants as of December 31, 2015, automatically became Northeast Carpenters Annuity Plan Participants as of January 1, 2016. North Atlantic States Carpenters New Annuity Fund New York Office Connecticut Office 10 Broadway Hamden, CT 06518 www. The Annuity This document consists of performance information for the Carpenters Annuity and 401(k) Plans, investment options available, and information regarding how well the investments have performed in the past. The Philadelphia Carpenters Benefit Funds officially merged with the Northeast Carpenters Benefit Funds on January 1, 2023. It also describes those events that could cause you to lose benefits under the Plan. SOUTHWEST CARPENTERS ANNUITY FUND - 525071-01 Investment Performance as of 11 Effective January 1, 2023, the Carpenters Savings Fund of Philadelphia & Vicinity merged into the Northeast Carpenters Annuity Fund. PO Box 1449, Goodlettsville, TN 37070 -1449 . Guaranteed Annuity Fund 350 Fordham Road 887 www. Brady Stevens – Co-Chairman MMC Incorporated 6600 Amelia Earhart Ct. o Partial payments of up to two payments per calendar year (each payment must equal CARPENTERS ANNUITY FUND Phone (203) 281 Connecticut Office New York Office 10 Broadway 270 Motor Parkway Hamden, CT 06518 Hauppauge, NY 11778-5150 -5511 Phone (631) 952 9700 Option 5 Fax (203) 230-2457 Fax (631) 952-9813 NORTH ATLANTIC STATES CARPENTERS ANNUITY FUND Individual annuities fund information. Benefits Access. org Phone: 203-281-5511 Fax: 203-230-2457 270 Motor Parkway Hauppauge, NY 11788-5150 Phone: 631 -952 9700 Option 5 Fax: 631 -952 9813 Annual Funding Notice (Pension & Annuity) EAS Pension Fund - Plan Year Ending December 31, 2023; EAS Carpenters Annuity Fund SPD (Jan 2023) EAS Carpenters Health SPD - Active (Jan 2024) EAS Carpenters Health SPD - Retiree (Jan 2024) EAS Carpenters Pension Fund SPD (Jan 2023) My Profile Login; CFAO - Carpenters Fund Administrative Office. 650 Ridge Road - Suite 300 Pittsburgh, PA 15205-9503 Information on commitments, mandates and investment preferences for Carpenters Pension and Annuity Plan of Philadelphia and Vicinity. Applications for Withdrawal. SOUTHWEST CARPENTERS ANNUITY FUND Summary Plan Description Amended and Restated Effective January 1, 2020 iii A Message from the Board of Trustees of the Southwest Carpenters Annuity Fund To All Covered Employees: We are happy to provide you with this new Plan book explaining your updated defined contribution Annuity Fund and/or Northeast Carpenters Annuity Fund), except Where that designation is overridden bythe legal requirementto pay Fund death benefitsto a surviving spouse thatthe Fund is aware of, unless such spouse has consented toyournaming another beneficiary. Please contact the Fund Office at (800) 344-1515 (New England), 800-922-6026 (Connecticut) or (877) 372-3236 (New York) to speak Changes To Your Annuity. This Participant Notice will advise you of certain material modifications (plan changes) that have been made to the Southwest Carpenters Annuity Fund (the Plan). IV. Fred Alger Management, LLC 100 Pearl Street, New York, NY 10004 / 212. 00 Investing in this additonal $474. Disclaimer. In order to logon to the web site you must first setup an account using the phone system by calling the fund office at 1-800-344-1515 and going to option 3. org Phone 978-694-1000 Toll-free 1-800-344-1515 Fax 978-657-8619 please contact the New England Carpenters Annuity Fund Office by calling (800)344-1515. Why Social Security Matters . If you have questions after reading this, please contact the Administrative Office, Carpenters' Combined Funds, Inc. 75 bil Market Cap –Median $66. Annuity; 401(k) Employer; Forms & Documents CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA 2 of 2 . It summarizes the Annuity and Savings Fund as amended through March 1, 2019, and it illustrates how it operates. A copy of the Fund Fact Sheet for the Plan’s default investment is attached to this North Atlantic States Carpenters Money Purchase Empower North Atlantic States Carpenters Annuity Fund New York Office Connecticut Office New York Office 10 Broadway Hamden, CT 06518 www. complete with performance metrics. North Atlantic States Carpenters Profit Sharing Empower North Atlantic States Carpenters Annuity Fund New York Office Connecticut Office New York Office 10 Broadway Hamden, CT 06518 www. • Los Angeles, CA 90071-1706 • Tel: (213) 386-8590 • Toll Free (800) 293-1370 www. This information is. Carpenters Annuity Trust Fund for Northern California APPLICATION FOR WITHDRAWAL OF ACCUMULATED SHARE . c/o Carpenters Southwest Administrative Corporation . org Phone 978-694-1000 Toll-free 1-800-344-1515 Fax 978-752-1121. Please enter either your UBC number or SS number to view your Performance Results Market Value: $160,592,173. Council of Carpenters Pension Fund Supplemental Annuity Plan, which was previously established as of June 1, 2000, under the Chicago Regional Council of Carpenters Pension Fund. You are always The NYC Carpenters Default Balanced 65/35 Fund (the “Fund”) is a “Fund of funds” that invests in a combination of equity and fixed income Separate Accounts as allocated by the Board of Carpenters Annuity Trust Fund for Northern California MONTHLY FLASH REPORT 1 Month QTD YTD 1 Year 3 Years 5 Years 10 Years Since Inception FUND DESCRIPTION FUND PERFORMANCE A commingled equity fund available to all qualified pension plans, both multi-employer and single investment performance. In the event of a conflict between the wording on CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA carpenterfunds. This booklet describes it in operation on July 1, 2007. The new name will be the Eastern Atlantic States Carpenters Benefits Funds – this includes the Pension Fund, Annuity Fund (formerly Savings), Health Fund, and Apprentice Fund (now Technical College). The HBAI website provides administrative and fund management services to 7 benefit funds affiliated with two Hawaii Local Unions, serving more than 7,000 participants. CARPENTERS ANNUITY FUND Connecticut Rhode Island New York 10 Broadway Hamden, CT 06518 Phone (203) 281-5511 Fax (203) 230-2457 14 Jefferson Park Road Warwick RI 02888 Phone (401) 467-6813 Fax (401) 467-6816 270 Motor Parkway Hauppauge, NY 11788-5150 Phone (631) 952-9700, Option 5 Welcome to the North Atlantic States Carpenters Benefit Funds Web page. Index performance does not reflect the deduction of fees, expenses or taxes. If you are eligible to participate in the Greater Pennsylvania Carpenters’ Annuity and Savings Fund, an Individual Account will be set up in your name. Employer Contributions. The Board of Trustees is under no duty to provide investment advice Greater Pennsylvania Carpenters' Pension Fund is a multi-employer union pension fund based in Pittsburgh, Pennsylvania. alger. 62 bil $16. Pension Contact Information. Los Angeles, California 90071 (213) 386-8590 (800) 293-1370 . Christopher Scott serving as plan administrator investment performance. Southern Benefits Administrators . Open To Secondaries. contact the Fund Office at: Carpenters’ Pension Trust Fund of Kansas City P. A “Grandfathered PHL Participant” means a Participant in the Carpenters Pension and Annuity Fund of Philadelphia and Vicinity Pension Plan before January 1, 2023, or any individual who had at least one Contribution Hour in the PHL Pension Plan prior to January 1, 2023. . Connecticut Carpenters Annuity Fund, Southern New England Carpenters Annuity Plan. 2 billion in assets to ensure both current and future Pension benefits. Benefits. Now you can quickly and easily access each of your fund’s most recent annual and semi-annual reports along with your complete portfolio holdings for the last four fiscal quarters. SIGNATURE SECTION. www. Specific instructions may also apply to sections of the application, as described below: • A participant may withdraw up to one-half (50%) of his or her Profit Sharing Account Balance The information on this web site presents selected highlights of the benefits provided by the North Atlantic States Carpenters Benefit Funds. The website gives you secure access to your CARPENTER FUNDS ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA 265 Hegenberger Road, Suite 100, Oakland, CA 94621 PO Box 2280, Oakland, CA 94614 Funds deposited after the date of death or ineligibility are to be returned to the Annuity Fund. Accessing Your Annuity Fund. the Annuity and Savings Fund . 09/2020. 93 bil $988. Past performance is no guarantee of future results This booklet is the summary plan description for the Annuity and Savings Fund. The Fund is constructed as a Fund of funds. , in writing at 650 and $15,000. empower. The Fund Office distributes over $25 million in Pension payments every month. Geographical Coverage: Locals: 51, 326, and 1121 Welcome Hawaii Regional Council of Carpenters! The HBAI website is your 24-hour connection to your benefit accounts information. Author: Ingrid Bieren Created Date: Board of Trustees of the Southwest Carpenters Annuity Fund . It supersedes all prior SPDs and all Carpenters Balanced Fund or a qualified default investment fund selected by the Trustees. ; Disability – Totally and permanently disabled from the Construction Industry; Termination: 24-Month Withdrawal – No more than 160 hours Fund of Funds Change . org Notice of Critical Status For New England Hamden. North Atlantic States Carpenters 10 Broadway Annuity Fund Connecticut New York Office Hamden, CT 06518 Hauppauge, NY 11788 www. Your Carpenters Annuity Plan: September 18, 2024 Read More Financial Planning Basics. (If you have been married for at least one year you must list your spouse as the beneficiary. You are eligible to apply for your annuity benefit as follows: Retirement – Normal at age 62, Early at age 55 or if you are receiving a Service Pension under the New England Carpenters Pension Fund. Hours of Service shall include each hour for which back pay, irrespective of mitigation of damages, has been either awarded or agreed to by an St. 1 Carpenters Annuity Trust Fund for Northern California Section 1 – Performance Information The information in this table focuses on the performance of invest ment options The Indiana/Kentucky/Ohio Defined Contribution Pension Plan and the Ohio Carpenters Annuity Plan are merging to become the Central Midwest Regional Council of Carpenters Defined Contribution Fund (CMRCC Fund) on July 1, 2024. The performance returns presented above include the reinvestment of dividends. The administrative costs of the Southwest Fund will be lower, allowing more of your account This document consists of performance information for the Carpenters Annuity and 401(k) Plans, investment options available, and information regarding how well the investments have performed in the past. Within this website, you will now have access This updated list of Trustees replaces the list of Trustees found on page 18 of the Southwest Carpenters Annuity Fund Summary Plan Description dated July 1, 2020. The CMRCC Fund has retained John Hancock as its recordkeeper with BeneSys continuing to serve as administrator. org Phone: 978-694-1000 Toll-Free: 800-344-1515 Fax: 978-752-1121 December 2023 . Commitments by Fund Type. carpentersfund. 65% -4 Guaranteed Annuity Fund. Please refer to your most recent quarterly statement for the current fund allocation for your contract. com CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA carpenterfunds. Box 2280, Oakland, California, 94614 Telephone (510) 633-0333 or Toll Free (888) 547-2054 . the Annuity and Savings Fund as amended through March 1, 2012, and it illustrates how it operates. Your Individual Account is the amount of money that you will be Performance for periods less than one year is not annualized. You should read the booklet and refer to it whenever you have ques‑ tions about the Annuity and Savings Fund. Contributions will be sent to your account for every hour you work when your Employer pays the required contributions. The information on this web site presents selected highlights of the benefits provided by the North Atlantic States Carpenters Benefit Funds. If you wish to learn more about your Pension Plan, or ask questions about your eligibility, please call the NYCDCCBF Member Services Call Center at (800) 529-FUND (3863) or (212) 366 7373. >Carpenters Stable Value Fixed Income Fund: (35% of Fund assets) a group annuity contract managed by PGIM, Inc. Plan de Annuity para Carpenters Annuity Trust Fund for Northern California. 628%. Oklahoma/Arkansas Carpenters Health & Welfare Fund. com Page 1 of 4 Rev12/06/2023 North Atlantic States Carpenters Benefit Funds Long Island Office 270 Motor Pkwy Hauppauge, NY 11788-5150 Phone: (631) 952-9700 Toll Free: 1(877) 372-3236 contributions to the Annuity Fund on your behalf pursuant to a written agreement between the Union and your employer. FUND DESCRIPTION FUND PERFORMANCE A commingled equity fund available to all qualified pension plans, both multi-employer and single employer plans. Payment options can vary slightly depending on what type of plan participant you are. org Phone: 203-281-5511 Fax: 203 -230-2457 Office 270 Motor Parkway-5150 www. Box 909500, Kansas City, Missouri 64190-9500 (816) 756-3313 This SPD summarizes how and paid. 650 Ridge Road - Suite 300 Pittsburgh, PA 15205-9503 Trustees of Empire State Carpenters Annuity, Apprenticeship, Labor-Management Cooperation, Pension and Welfare Funds v. The Indiana/Kentucky/Ohio Defined Contribution Pension Plan and the Ohio Carpenters Annuity Plan are merging to become the Central Midwest Regional Council of Carpenters Defined Contribution Fund (CMRCC Fund). The Carpenters Annuity Fund will then make a determination regarding the survivor rights, calculate survivor benefit payments, if any, and begin payments. Si tiene dificultad en leer o entender la información, por favor comuniquese con el departmento de beneficios en la oficina de fondos al siguiente domicilio: 265 Hegenberger Road, Suite 100, Oakland, California, Annuity Fund Forms. The CMRCC Fund has retained John Hancock as its recordkeeper with BeneSys continuing to serve as administrator. PARTICIPATION Am I eligible to participate in the Plan? You are eligible to participate in the Plan if you are covered by a collective bargaining. Use the PitchBook Platform to explore the full profile. Established in 1982, the plan is a part of New England Carpenters Benefit Funds, which also includes the plans New England Carpenters Pension Fund and New England Carpenters Health Benefits Fund. ” These reports contain financial and other information. Usted ha elegido ver nuestro sitio web en español. carpenterssw. Employer Trustees Union Trustees . , and the Prudential Insurance Company of America is a fixed income fund this Fund of 0. Union Pension Fund. Carpenters Combined Funds, Inc. With respect to contributions received under the Northeast Carpenters Annuity Plan prior to January 1, 2018, if you have a Profit Sharing Sub-Account and you have completed a period of participation in the Plan of at least sixty (60) consecutive months, beginning after the establishment of your Profit Sharing Sub-Account, North Atlantic States Carpenters Health Benefits Fund North Atlantic States Carpenters Vacation Savings Fund North Atlantic States Carpenters Guaranteed Annuity Fund (Servicing participants who work in Maine, New Hampshire, Vermont, and Massachusetts) The Southern New England Carpenters Annuity Fund will be changing their name effective January Arkansas Carpenters Annuity Fund . Northwest Carpenters Trusts. Typically, as a member associated trust fund, known as the North Atlantic States Carpenters Annuity Fund (the “Annuity Fund” or “Fund”), is to supplement the monthly retirement benefit to which you are entitled from Social Secu-rity and, assuming you are vested, from the North Atlantic States Carpenters Pension Fund. Established in 1995, the plan provides retirement and pension benefits to its members. please contact the fund office for a second form to be completed. Carpenters Annuity Plan Highlights and General Information Plan Name: New York City District Council of Carpenters Annuity Plan Effective Date: The New York City District Council of Carpenters Annuity Plan was originally effective on July 1, 1966. com CARPENTERS ANNUITY FUND New York Office 270 Motor Parkway Hauppauge, NY 11788-5150 ncf. May 10, 2024 Read More Why Social Security Matters. Also, Find average and total employer match, average and total contribution, average participant account size, plan asset size, and average annual gain/loss of a participant account, custom asset allocation portfolios and retirement plan articles, contact and login info, 401(k) retirement contributio, match, withdrawal calculators for the ARIZONA STATE CARPENTER'S ANNUITY The Guaranteed Annuity Fund and/or the Annuity Fund are designed to provide a supplemental income at retirement. P. The Board of Trustees of the newly reconstituted and renamed Eastern Atlantic States Carpenters Annuity Fund amended and restated the Northeast Carpenters Annuity Plan as the Eastern Atlantic States Carpenters associated trust fund, known as the North Atlantic States Carpenters Annuity Fund (the “Annuity Fund” or “Fund”), is to supplement the monthly retirement benefit to which you are entitled from Social Secu-rity and, assuming you are vested, from the North Atlantic States Carpenters Pension Fund. The Board of Trustees are pleased to welcome you to the new Annuity website for the Michigan Regional Council of Carpenters & Millwrights Annuity Trust Plan. Annuities and Life Insurance are issued by Prudential Financial companies; The Prudential Insurance Company of America (“PICA”) or Pruco Life Insurance Company (“PLAZ”) (in New York, by Pruco Life Insurance Company of New Jersey (“PLNJ”)), all located in Newark, NJ (main office), or an unaffiliated third-party issuer: Fortitude Life Insurance & Annuity Company CARPENTERS ANNUITY FUND Connecticut Rhode Island New York 10 Broadway Hamden, CT 06518 Phone (203) 281-5511 Fax (203) 230-2457 14 Jefferson Park Road Warwick RI 02888 Phone (401) 467-6813 Fax (401) 467-6816 270 Motor Parkway Hauppauge, NY 11788-5150 Phone (631) 952-9700, Option 5 Fax (631) 952-9813 SOUTHERN NEW ENGLAND CFAO - Carpenters Fund Administrative Office. com States Carpenters Annuity Fund Profit Sharing Account Hardship Distribution application. The Annuity associated trust fund, known as the North Atlantic States Carpenters Annuity Fund (the “Annuity Fund” or “Fund”), is to supplement the monthly retirement benefit to which you are entitled from Social Secu-rity and, assuming you are vested, from the North Atlantic States Carpenters Pension Fund. Each plan is an individual account to which employers make contributions for each hour that a participant works. Please see the merger announcement under the Annuity documents tab. EEE Planning for Retirement With respect to assets transferred from the Carpenters Local 496 Supplemental Retirement Fund, you reach age 55 and terminate employment either with an employer required to make contributions to the Trust Fund on your behalf, or with an employer not required to make contributions to the Fund but is: (1) within what was the Carpenters Local 496 If you have questions regarding your personal Annuity benefit, please contact the fund office. Title: Enclosed is your Individual Annuity Statement as of December 31, 2009 All Participants of the Southwest Carpenters Annuity Fund Summary of Material Modifications April 2022 PARTICIPANT NOTICE . Northwest Carpenters Individual Account Pension Plan The Northwest Carpenters Individual Account Pension Trust will merge into the Southwest Carpenters Annuity Fund at midnight on December 31, 2024. Box 1257, Troy, MI 48099 Pension and Annuity Funds: P. com Carpenters Annuity Trust Fund for Northern California APPLICATION FOR WITHDRAWAL OF ACCUMULATED SHARE Carpenter Funds Administrative Office of Northern California, Inc. The Carpenters Pension Trust Fund for Northern California maintains over $5. Under the terms of the Annuity Plan and the Trust Agreement establishing the Annuity Fund, the Your Annuity Benefits. Box 31580, Independence, OH 44131 Phone: (248) 641-4967 Toll Free: (855) 837-3528 Website: www. nrccf. Phone: 615-859-0131 or 800-831-4914 . The Annuity Our annuity funds provide supplemental retirement income for participating carpenters. Reciprocal Agreement: Yes . If you are absent from employment due to military service and you are a participant in the Southern Nevada Carpenters Annuity Plan you are entitled under USERRA to contributions received from your employer added to your individual annuity account. 806. After January 1, 2025, payments will be sent from CSAC. Carpenters Southwest your investments, monitor your investment performance and view your individual account balance online or thru the phone app at any time. It includes the fees and expenses you will pay if you invest in an option as well as Plan related information applicable to each The Annuity Fund was set up to provide a source of retirement income for eligible employees. Past performance does not guarantee future results. If you are married, your account will be paid in the form of a Joint and 50% Survivor Annuity, unless you and your spouse waive this option. In the event of a conflict between the wording on this site and the legal documents, the legal documents will govern. 10 Fund Mid-Atlantic Regional Council of Carpenters' Pension Plan (MARCC Pension Plan) is a multi-employer defined benefit union pension fund based in Oxon Hill, Maryland. Arkansas/Oklahoma Carpenters Apprenticeship Trust Fund . The report is called the “Form 5500. Northern California Carpenters 401(K) Trust Fund is a defined-contribution union pension fund based in Oakland, California. Indexing is a strategy that For performance information current to the most recent month end, please call 1-800-345-2345 or visit our website at www. O. com Phone: (510) 633-0333 Toll Free phone: (888) 547-2054 www. Si tiene dificultad en leer o entender la información, por favor comuniquese con el departmento de beneficios en la oficina de fondos al siguiente domicilio: 265 Hegenberger Road, Suite 100, Oakland, California, N. March 31, 2024 Carpenters Annuity Trust Fund for Northern California v1. Please enter either your UBC number or SS number to view your Applying for Annuity Benefits. This investment is intended to satisfy the requirements for a “qualified default investment alternative” (“QDIA”) under the Employee Retirement Income Security Act of 1974 (“ERISA”). What Is the Guaranteed Annuity Fund? The Guaranteed Annuity Fund is part of the North Atlantic States Carpenters package of benefits for work performed in Maine, New Hampshire, associated trust fund, known as the North Atlantic States Carpenters Annuity Fund (the “Annuity Fund” or “Fund”), is to supplement the monthly retirement benefit to which you are entitled All participants of the Carpenters Savings Plan of Philadelphia & Vicinity as of December 31, 2022, automatically became Eastern Atlantic States Carpenters Annuity Plan Participants as of January 1, 2023. Author: Judy R. To apply for retirement, contact the Fund Office about three months before the date you’d like to retire. Before investing, investors should carefully consider the investment 7501 Wisconsin Avenue | 13TH Floor West | Bethesda, MD 20814 www. 10 Broadway Hamden, CT 06518. Indexing is a strategy that focuses on tracking the Carpenters Annuity Trust Fund for Northern California : 2: 3: 1. for you. Atlantic States Carp. The Court also finds that the CBA’s failure to define the terms Carpenters Southwest Administrative Corporation ADMINISTRATIVE OFFICE: 533 S Fremont Ave. 70 Cash: 1. Carpenters Annuity Trust Fund for Northern California 265 Hegenberger Road, Suite 100 Oakland, CA 94621-14. Established in 1958, the defined benefit fund provides healthcare, pension, and retirement benefits to the participants of the plan. Both funds provide a supplemental retirement income for union carpenters. [collective bargaining agreement] and the Collection Policy, which allows for the performance of an audit at the Funds’ request”). Fund Administration Treasury Services Prepare for the review by designated officer(s) of the Trusts’ financial information that will be included in the Trusts’ semi-annual and annual shareholder reports (which shall also be subject to review by the Trusts’ legal counsel), and other quarterly reports (as mutually agreed Michigan Regional Council of Carpenters' Annuity Fund is a multi-employer defined contribution a union pension fund based in Troy, Michigan. carpenterfunds. Request a free trial. Eligibility & Participation; FAQs; The information on this web site presents selected highlights of the benefits Northwest Carpenters Trusts. 2. Current performance may be lower or higher than the performance data quoted. Your account is funded by employer contributions. Effective January 1, 2018, the Rhode Island Carpenters Annuity Fund will merger with Connecticut Carpenters Annuity Fund and become the Southern New England Carpenters Annuity Fund. North Atlantic States Carpenters Guaranteed Annuity Fund 350 Fordham Road Wilmington, MA 01887 www. #B Las Vegas, NV 89119 Frank Hawk - Chairman Southwest Mountain States Regional Hawaii Carpenters Financial Security Fund General Information Description. 80. Funds transferred from a money purchase pension plan are not available for withdrawal in the for m of a Coronavirus- Related Hardship Distribution. Guaranteed Annuity Direct Deposit Form – EFT (English & Spanish) The information on this web site presents selected highlights of the benefits provided by the North Atlantic States Carpenters Benefit Funds. Institution Type. Share price and investment returns fluctuate and shares may be worth more or less than the original cost This is a summary of the annual report for Southwest Carpenters Annuity Fund, Employer Identification Number 88-0135694, (“Plan” 002) for the plan year beginning January 1, 2023, Net performance, if shown, may or may not reflect fees for the most recent period based on the fee arrangements. Performance data quoted represents past performance. Getting Started. 98 bil CARPENTERS ANNUITY FUND Connecticut Rhode Island New York 10 Broadway Hamden, CT 06518 Phone (203) 281-5511 Fax (203) 230-2457 14 Jefferson Park Road Warwick RI 02888 Phone (401) 467-6813 Fax (401) 467-6816 270 Motor Parkway Hauppauge, NY 11788-5150 Phone (631) 952-9700, Option 5 The Mid-America Carpenters Regional Supplemental Retirement Fund (Plan) is another form of income for you and your family after you retire. Established in 1961, the fund provides pension and retirement benefits to eligible members in the Mid-Atlantic regional area who are subject to collective bargaining agreements. Phone: (800) 922-6026 Hours: Monday-Friday 8:30 AM to 4:30 PM. For information on the types of pensions available and the eligibility rules for the annuity, please refer to the CFAO - Carpenters Fund Administrative Office. This restriction applies to the pre -merger account balances of former participants of the Carpenters Severance and Annuity Fund of Baltimore. Effective May 1, 2024 , this updated SPD replaced your previous SPD and all Summaries of Material Modifications (“SMMs”) that were distributed prior to May 1, 2024 . Reciprocal Contributions If you work outside the jurisdiction of the Annuity and Savings Fund and are eligible to participate in another multiemployer, defined contribution plan, and if that defined contribution plan has a reciprocal agreement with the Annuity and Saving Fund, you may be able to New Jersey Carpenters Annuity Fund is a union pension fund based in Philadelphia Pennsylvania. CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA This investment is intended to satisfy the requirements for a "qualified default investment alternative" ("QDIA'') under the Employee Retirement Income Security Act of 1974 ("ERISA''). com 265 Hegenberger Road, Suite 100 Oakland, California 94621-1480 Toll-Free: 1 (888) 547-2054 Phone: (510) 633-0333 Mail back this entire Application after completing it. com ASB Labor Equity Index Fund FactSheet Total Return ASB Labor Equity Index Fund S&P 500 1 month -4. NORTH ATLANTIC STATES Connecticut Office New York Office CARPENTERS ANNUITY 10 Broadway 270 Motor Parkway Hamden CT 06518 Hauppauge, NY 11778-5150 FUND Phone (203) 281 5511 Phone (631) 952-9700 Option 5 Fax(203) 230-2457 (631) 952-9813 tek 4 Te VIN EY Simmer egret Dear Annuity Fund Participant You have asked about applying for benefits Welcome to the North Atlantic States Carpenters Benefit Funds Web page. 4 Right to request a copy of the annual report Pension plans must file annual reports with the US Department of Labor. Year Founded. If you make a written request for certain documents, the Plan may impose a reasonable charge to cover Carpenters Combined Funds, Inc. 533 South Fremont Avenue . Generally, money purchase plan benefits, like this Plan, can only Carpenters Annuity Fund for Northern California 265 Hegenberger Road Suite 100, Oakland, CA 94621 Email: benefitservices@carpenterfunds. investment performance. Sin embargo, algunas páginas y funciones solo aparecen en inglés. Established in 2008, the fund was set up as a result of a collective bargaining agreement between the Construction Employers Association and Associated General Contractors of California and the Carpenters 46 Northern Carpenters Annuity Fund for Northern California 265 Hegenberger Road Suite 100, Oakland, CA 94621 Email: benefitservices@carpenterfunds. Hawaii Carpenters Financial Security Fund is a multi-employer non-contributory defined contribution union pension fund based in Honolulu, Hawaii. This completed Application must be submitted to the Board CFAO - Carpenters Fund Administrative Office. ocbenefits. very important . Annuity Withdrawal Rules. If you have questions after Pension Fund and Annuity Fund Upon retirement, you’re eligible to receive your Pension Fund and Annuity Fund benefits. The Carpenters Balanced Fund, the NYC Carpenters Default Balanced 65/35 Fund, and the Carpenters Mid Cap Blend Fund (the “Funds”) are “fund of funds” that invest in a combination of equity and fixed income securities through underlying Mutual Funds and Separate Accounts. Every month, almost 20,000 Pension payments are sent out to retired Nor Cal Carpenters and/or their Spouses. Retirement » Annuity. Established in 1982, the plan provides death, disability, retirement, and separation benefits to eligible members of the fund. The actual plan provisions are in the legal plan documents. Coronado Created Date: North Atlantic States Carpenters Guaranteed Annuity Fund 350 Fordham Road Wilmington, MA 01887 Telephone: (978) 694-1000 . , Pension and Annuity Fund detail, and Health Plan elgibility. Performance Risks. Ohio Carpenters' Fringe Benefit Funds Health Fund: P. Commitment Size. Over the next several months, you will notice significant changes to our site that will enhance your visit and provide much more information. As Carpenters Annuity Fund for Northern California 265 Hegenberger Road Suite 100, Oakland, CA 94621 Email: benefitservices@carpenterfunds. Open To First Time Funds. Union Carpenters, Drywallers and Millwrights participant in the Southwest Carpenters Annuity when working under certain Labor Agreements in Nevada, Southern California, Arizona and Colorado. It includes the fees and expenses you will pay if you invest in an option as well as Plan related information applicable to each Effective January 1, 2023, the Carpenters Savings Fund of Philadelphia & Vicinity merged into the Northeast Carpenters Annuity Fund. 00, assuming a 10% annual return. Box 2280, Oakland, California, 94614 Telephone (510) 633-0333 or Toll Free (888) 547-2054 www. Rodrigue et al. Guaranteed Annuity Fund is a multi-employer-defined benefit union pension fund based in Wilmington, Massachusetts. Louis – Kansas City Carpenters Regional Annuity Fund . Financial Planning Basics . Carpenters Annuity Trust Fund for Northern California APPLICATION FOR WITHDRAWAL OF ACCUMULATED SHARE Carpenter Funds Administrative Office of Northern California, Inc. org Phone: 203-281-5511 Phone: 631 Fax: 203-230-2457 Fax: 631 York Office 270 Motor Parkway Hauppauge, NY 11788-5150 www. The assets are managed by the executive management team, with Mr. org entitled to payment, by an employer for the performance of duties, in accordance with the applicable Collective Bargaining Agreement. January 9, 2024 Read More Planning for Your Retirement. Can't Find What You're Looking For? Want to discuss your personal situation? We are here to help. Carpenters Annuity Fund (“Southwest Fund”) on July 1, 2022. This completed Application must be submitted to the Board In 2023, the estimated average employer match for an employee in CARPENTERS LOCAL UNION NO 491 ANNUITY PLAN is approximately $474.
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