2023 Form 5500 filing — Carpenters Pension Trust Fund Of Kansas City
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 20250115133504NAL0021739857002) for Carpenters Pension Trust Fund Of Kansas City, reported by Carpenters Pension Trust Fund Of Kansas City under EIN 43-6108379 and plan number 001. It reports 12,706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115133504NAL0021739857002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Carpenters Pension Trust Fund Of Kansas City
- EIN
- 43-6108379
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 12,706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,401,977,433
- Total liabilities (EOY)
- $1,991,306
- Net assets (EOY)
- $1,399,986,127
- Employer contributions
- $67,085,727
- Total income / additions
- $231,883,484
- Benefits paid
- $90,971,239
- Administrative expenses
- $5,425,016
- Total expenses
- $96,396,255
- Net increase / (decrease)
- $135,487,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $414,200 | not reported in the loaded dataset |
| Wellington Trust | NONE | $402,206 | not reported in the loaded dataset |
| Arnold Newbold Sollars & Hollins | NONE | $290,290 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $230,195 | not reported in the loaded dataset |
| Western Asset Mgmt Co | NONE | $212,626 | not reported in the loaded dataset |
| Iron Mountain | NONE | $164,171 | not reported in the loaded dataset |
| Financial Counselors, Inc. | NONE | $148,075 | not reported in the loaded dataset |
| Cheiron | NONE | $128,676 | not reported in the loaded dataset |
| Commerce Bank | NONE | $99,228 | $12,503 |
| Segal Marco Advisors | NONE | $87,500 | not reported in the loaded dataset |
| Construction Benefits Audit Corp | NONE | $71,377 | not reported in the loaded dataset |
| Rubinbrown Llp | NONE | $53,300 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $52,045 | $0 |
| Pimco | NONE | $12,412 | $0 |
| Baird Advisors | NONE | $8,266 | $0 |