St. Louis-Kansas City Carpenters Regional Annuity — Form 5500 plan (Board Of Trustees Of St. Louis Kansas City Carpenters Regional Annuit)
Plain-English plan 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, St. Louis-Kansas City Carpenters Regional Annuity is a benefit plan reported by Board Of Trustees Of St. Louis Kansas City Carpenters Regional Annuit under EIN 37-1942230 and plan number 002. The latest loaded filing year is 2023. The filing reports 23,861 participants and $99,077,772 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of St. Louis Kansas City Carpenters Regional Annuit
- EIN
- 37-1942230
- Plan number
- 002
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 23,861
- End-of-year plan assets
- $99,077,772
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,861 | H, C | 20250116103908NAL0038335680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,077,772
- Total liabilities (EOY)
- $366,939
- Net assets (EOY)
- $98,710,833
- Net assets (BOY)
- $66,008,752
Income & contributions
- Employer contributions
- $26,751,893
- Total contributions
- $26,772,520
- Total income / additions
- $34,601,753
Expenses & distributions
- Benefits paid
- $1,140,851
- Administrative expenses
- $758,821
- Total expenses
- $1,899,672
- Net increase / (decrease)
- $32,702,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mid America Carpenters Regional Ben | NONE | $390,345 | not reported in the loaded dataset | 2023 |
| Commerce Bank | NONE | $86,796 | $0 | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $52,363 | not reported in the loaded dataset | 2023 |
| Arnold, Newbold, Sollars & Hollins, | NONE | $40,947 | not reported in the loaded dataset | 2023 |
| Advertising Printing Co. | NONE | $39,941 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $31,291 | not reported in the loaded dataset | 2023 |
| Basys, LLC | NONE | $17,035 | not reported in the loaded dataset | 2023 |
| Construction Benefit Audit Corp | NONE | $6,717 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of St. Louis Kansas City Carpenters Regional Annuit
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Mid America Carpenters Regional Ben — Schedule C compensation
- Commerce Bank — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- Arnold, Newbold, Sollars & Hollins, — Schedule C compensation
- Advertising Printing Co. — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Basys, LLC — Schedule C compensation
- Construction Benefit Audit Corp — Schedule C compensation