2023 Form 5500 filing — St. Louis-Kansas City Carpenters Regional Annuity
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 20250116103908NAL0038335680001) for St. Louis-Kansas City Carpenters Regional Annuity, reported by Board Of Trustees Of St. Louis Kansas City Carpenters Regional Annuit under EIN 37-1942230 and plan number 002. It reports 23,861 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250116103908NAL0038335680001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of St. Louis Kansas City Carpenters Regional Annuit
- EIN
- 37-1942230
- Plan number
- 002
- Location
- St. Louis, MO
- Participants
- 23,861
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,077,772
- Total liabilities (EOY)
- $366,939
- Net assets (EOY)
- $98,710,833
- Employer contributions
- $26,751,893
- Total income / additions
- $34,601,753
- Benefits paid
- $1,140,851
- Administrative expenses
- $758,821
- Total expenses
- $1,899,672
- Net increase / (decrease)
- $32,702,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mid America Carpenters Regional Ben | NONE | $390,345 | not reported in the loaded dataset |
| Commerce Bank | NONE | $86,796 | $0 |
| Anders Minkler Huber & Helm Llp | NONE | $52,363 | not reported in the loaded dataset |
| Arnold, Newbold, Sollars & Hollins, | NONE | $40,947 | not reported in the loaded dataset |
| Advertising Printing Co. | NONE | $39,941 | not reported in the loaded dataset |
| Marquette Associates | NONE | $31,291 | not reported in the loaded dataset |
| Basys, LLC | NONE | $17,035 | not reported in the loaded dataset |
| Construction Benefit Audit Corp | NONE | $6,717 | not reported in the loaded dataset |