2023 Form 5500 filing — Carpenters Pension Trust Fund Of St. Louis
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 20250130113226NAL0001341664003) for Carpenters Pension Trust Fund Of St. Louis, reported by Trustees Of Carpenters Benefit Plans Of St. Louis under EIN 43-1622970 and plan number 001. It reports 26,674 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130113226NAL0001341664003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Carpenters Benefit Plans Of St. Louis
- EIN
- 43-1622970
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 26,674
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,265,514,848
- Total liabilities (EOY)
- $140,867,058
- Net assets (EOY)
- $3,124,647,790
- Employer contributions
- $150,145,174
- Total income / additions
- $389,620,036
- Benefits paid
- $235,503,780
- Administrative expenses
- $9,740,436
- Total expenses
- $245,244,216
- Net increase / (decrease)
- $144,375,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mid-America Carpenters Regional Ben | COMMON AFFILIATION | $1,846,857 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $715,979 | not reported in the loaded dataset |
| Neumeier Poma Inv. Counsel | NONE | $635,299 | not reported in the loaded dataset |
| Proloan Bond Fund, LLC | NONE | $558,452 | not reported in the loaded dataset |
| Driehaus Capital Management | NONE | $438,018 | $24,803 |
| Aristotle Capital Management | NONE | $418,807 | $22,443 |
| Mackay Shields | NONE | $425,200 | not reported in the loaded dataset |
| Monetary Management Group, Inc | NONE | $259,767 | not reported in the loaded dataset |
| Congress Asset Management | NONE | $253,543 | $5,002 |
| Parametric Defensive Equity Fund | NONE | $219,833 | not reported in the loaded dataset |
| Arnold Newbold Sollars | NONE | $207,391 | not reported in the loaded dataset |
| Baird | NONE | $194,469 | not reported in the loaded dataset |
| Marquette Associates | NONE | $189,556 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $188,905 | not reported in the loaded dataset |
| Commerce Bank Of St. Louis Trust | NONE | $174,697 | $6,173 |
| Basys | NONE | $176,935 | not reported in the loaded dataset |
| Cheiron Inc. | NONE | $161,579 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $141,022 | $0 |
| Anders Minkler Huber Helm Llp | NONE | $121,425 | not reported in the loaded dataset |
| Invesco Advisers, Inc | NONE | $46,324 | not reported in the loaded dataset |
| Advertisers Printing | NONE | $26,862 | not reported in the loaded dataset |
| Turnkey Technologies Inc | NONE | $24,657 | not reported in the loaded dataset |
| Pension Benefit Information LLC | NONE | $17,855 | not reported in the loaded dataset |
| Northern Trust Collective Eafe Inde | NONE | $17,581 | not reported in the loaded dataset |
| Kbs Stl LLC | NONE | $12,686 | not reported in the loaded dataset |
| Architectnow LLC | NONE | $12,525 | not reported in the loaded dataset |
| Proxy Vote Plus | NONE | $8,725 | not reported in the loaded dataset |
| Buck Global LLC | NONE | $8,300 | not reported in the loaded dataset |
| Zumasys | NONE | $7,673 | not reported in the loaded dataset |
| Hammond And Shinners Pc | NONE | $7,178 | not reported in the loaded dataset |