St. Louis-Kansas City Carpenters Regional Vacation Plan — 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, St. Louis-Kansas City Carpenters Regional Vacation Plan is a benefit plan reported by Trustees Of Carpenters Benefit Plans Of St. Louis under EIN 43-1622970 and plan number 502. The latest loaded filing year is 2023. The filing reports 11,929 participants and $27,836,973 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
- 502
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 11,929
- End-of-year plan assets
- $27,836,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,929 | H, C | 20250113145304NAL0029570016002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,836,973
- Total liabilities (EOY)
- $24,688,453
- Net assets (EOY)
- $3,148,520
- Net assets (BOY)
- $2,273,367
Income & contributions
- Participant contributions
- $21,542,100
- Total contributions
- $21,542,100
- Total income / additions
- $22,548,165
Expenses & distributions
- Benefits paid
- $21,408,273
- Administrative expenses
- $264,739
- Total expenses
- $21,673,012
- Net increase / (decrease)
- $875,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commerce Bank | NONE | $45,804 | $540 | 2023 |
| Anders Minkler Huber Helm | NONE | $32,288 | not reported in the loaded dataset | 2023 |
| Mid-America Carpenters Regional Ben | COMMON AFFILIATION | $23,871 | not reported in the loaded dataset | 2023 |
| Arnold, Newbold, Sollars, & Hollins | NONE | $12,828 | not reported in the loaded dataset | 2023 |
| Basys | NONE | $10,578 | not reported in the loaded dataset | 2023 |
| Construction Benefits Audit Corp | NONE | $6,717 | 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
- Commerce Bank — Schedule C compensation
- Anders Minkler Huber Helm — Schedule C compensation
- Mid-America Carpenters Regional Ben — Schedule C compensation
- Arnold, Newbold, Sollars, & Hollins — Schedule C compensation
- Basys — Schedule C compensation
- Construction Benefits Audit Corp — Schedule C compensation