Carpenters Pension Trust Fund Of St. Louis — Form 5500 plan (Trustees Of Carpenters Benefit Plans Of St. Louis)
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, Carpenters Pension Trust Fund Of St. Louis is a benefit plan reported by Trustees Of Carpenters Benefit Plans Of St. Louis under EIN 43-1622970 and plan number 001. The latest loaded filing year is 2023. The filing reports 26,674 participants and $3,265,514,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Carpenters Benefit Plans Of St. Louis
- EIN
- 43-1622970
- Plan number
- 001
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 26,674
- End-of-year plan assets
- $3,265,514,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26,674 | H, C | 20250130113226NAL0001341664003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,265,514,848
- Total liabilities (EOY)
- $140,867,058
- Net assets (EOY)
- $3,124,647,790
- Net assets (BOY)
- $2,980,271,970
Income & contributions
- Employer contributions
- $150,145,174
- Total contributions
- $150,145,174
- Total income / additions
- $389,620,036
Expenses & distributions
- Benefits paid
- $235,503,780
- Administrative expenses
- $9,740,436
- Total expenses
- $245,244,216
- Net increase / (decrease)
- $144,375,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mid-America Carpenters Regional Ben | COMMON AFFILIATION | $1,846,857 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $715,979 | not reported in the loaded dataset | 2023 |
| Neumeier Poma Inv. Counsel | NONE | $635,299 | not reported in the loaded dataset | 2023 |
| Proloan Bond Fund, LLC | NONE | $558,452 | not reported in the loaded dataset | 2023 |
| Driehaus Capital Management | NONE | $438,018 | $24,803 | 2023 |
| Aristotle Capital Management | NONE | $418,807 | $22,443 | 2023 |
| Mackay Shields | NONE | $425,200 | not reported in the loaded dataset | 2023 |
| Monetary Management Group, Inc | NONE | $259,767 | not reported in the loaded dataset | 2023 |
| Congress Asset Management | NONE | $253,543 | $5,002 | 2023 |
| Parametric Defensive Equity Fund | NONE | $219,833 | not reported in the loaded dataset | 2023 |
| Arnold Newbold Sollars | NONE | $207,391 | not reported in the loaded dataset | 2023 |
| Baird | NONE | $194,469 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $189,556 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $188,905 | not reported in the loaded dataset | 2023 |
| Commerce Bank Of St. Louis Trust | NONE | $174,697 | $6,173 | 2023 |
| Basys | NONE | $176,935 | not reported in the loaded dataset | 2023 |
| Cheiron Inc. | NONE | $161,579 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $141,022 | $0 | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $121,425 | not reported in the loaded dataset | 2023 |
| Invesco Advisers, Inc | NONE | $46,324 | not reported in the loaded dataset | 2023 |
| Advertisers Printing | NONE | $26,862 | not reported in the loaded dataset | 2023 |
| Turnkey Technologies Inc | NONE | $24,657 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information LLC | NONE | $17,855 | not reported in the loaded dataset | 2023 |
| Northern Trust Collective Eafe Inde | NONE | $17,581 | not reported in the loaded dataset | 2023 |
| Kbs Stl LLC | NONE | $12,686 | not reported in the loaded dataset | 2023 |
| Architectnow LLC | NONE | $12,525 | not reported in the loaded dataset | 2023 |
| Proxy Vote Plus | NONE | $8,725 | not reported in the loaded dataset | 2023 |
| Buck Global LLC | NONE | $8,300 | not reported in the loaded dataset | 2023 |
| Zumasys | NONE | $7,673 | not reported in the loaded dataset | 2023 |
| Hammond And Shinners Pc | NONE | $7,178 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Carpenters Benefit Plans Of St. Louis
- 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
- Morgan Stanley — Schedule C compensation
- Neumeier Poma Inv. Counsel — Schedule C compensation
- Proloan Bond Fund, LLC — Schedule C compensation
- Driehaus Capital Management — Schedule C compensation
- Aristotle Capital Management — Schedule C compensation
- Mackay Shields — Schedule C compensation
- Monetary Management Group, Inc — Schedule C compensation
- Congress Asset Management — Schedule C compensation
- Parametric Defensive Equity Fund — Schedule C compensation
- Arnold Newbold Sollars — Schedule C compensation
- Baird — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Commerce Bank Of St. Louis Trust — Schedule C compensation
- Basys — Schedule C compensation
- Cheiron Inc. — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Anders Minkler Huber Helm Llp — Schedule C compensation
- Invesco Advisers, Inc — Schedule C compensation
- Advertisers Printing — Schedule C compensation
- Turnkey Technologies Inc — Schedule C compensation
- Pension Benefit Information LLC — Schedule C compensation
- Northern Trust Collective Eafe Inde — Schedule C compensation
- Kbs Stl LLC — Schedule C compensation
- Architectnow LLC — Schedule C compensation
- Proxy Vote Plus — Schedule C compensation
- Buck Global LLC — Schedule C compensation
- Zumasys — Schedule C compensation
- Hammond And Shinners Pc — Schedule C compensation