2023 Form 5500 filing — Kansas Construction Trades Open End Pension Trust Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241017120202NAL0033003233001) for Kansas Construction Trades Open End Pension Trust Fund, reported by Kansas Construction Trades Open End under EIN 48-6171387 and plan number 001. It reports 7,515 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017120202NAL0033003233001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Kansas Construction Trades Open End
- EIN
- 48-6171387
- Plan number
- 001
- Location
- Topeka, KS
- Participants
- 7,515
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,823,559
- Total liabilities (EOY)
- $377,065
- Net assets (EOY)
- $154,446,494
- Employer contributions
- $6,839,837
- Total income / additions
- $25,582,212
- Benefits paid
- $17,814,759
- Administrative expenses
- $1,485,481
- Total expenses
- $19,300,240
- Net increase / (decrease)
- $6,281,972
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marquette Associates | INVESTMENT CONSULTANT | $243,780 | not reported in the loaded dataset |
| American Realty Advisors | N/A | $186,542 | not reported in the loaded dataset |
| Kbt Health & Welfare | N/A | $137,047 | not reported in the loaded dataset |
| H.I.G. Whitehorse Principal Lending | INVESTMENT MANAGERS | $130,003 | not reported in the loaded dataset |
| Brier Payne Meade Insurance | N/A | $79,286 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | PLAN ACTUARY | $73,115 | not reported in the loaded dataset |
| Gary Muckenthaler | PLAN ADMINISTRATOR | $63,731 | not reported in the loaded dataset |
| The Bank Of New York Mellon | N/A | $52,835 | not reported in the loaded dataset |
| Bmo Harris Bank | N/A | $40,254 | not reported in the loaded dataset |
| Prudential Capital Partners V Lp | N/A | $38,034 | not reported in the loaded dataset |
| Arnold Newbold Winter & Jackson | PLAN LEGAL COUNSEL | $27,742 | not reported in the loaded dataset |
| Ssc Cpas, P.A. | PLAN AUDITOR | $25,850 | not reported in the loaded dataset |
| Diamond Printing | N/A | $10,366 | not reported in the loaded dataset |
| Berberich Trahan & Co., P.A. | N/A | $8,970 | not reported in the loaded dataset |
| Lazard Asset Management | N/A | not reported in the loaded dataset | not reported in the loaded dataset |