# Board Of Trustees Central Iowa Carpenters Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-central-iowa-carpenters-pension-plan-plan

> Board Of Trustees Central Iowa Carpenters Pension Plan's DB plan: 897 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Central Iowa Carpenters Pension Plan

- **Sponsor EIN:** 366066902

- **Sponsor Address:** 3001 METRO DRIVE, BLOOMINGTON, MN, 55425

- **Plan Type:** DB

- **Total Participants:** 897

- **Total Assets:** $202.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|897|$202.0M|$6.8M|$0|

| 2023|862|$187.8M|$6.5M|$0|

| 2022|770|$173.6M|$6.3M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WILSON-MCSHANE CORPORATION|Other Service Provider|$142,059|—|$142,059|

| BOSTON TRUST & INVESTMENT MGMT CO|Other Service Provider|$101,365|—|$101,365|

| THE SEGAL COMPANY|Other Service Provider|$99,433|—|$99,433|

| ALLIANCE BERNSTEIN L.P.|Other Service Provider|$71,018|—|$71,018|

| SEGAL MARCO ADVISORS|Other Service Provider|$66,440|—|$66,440|

| ARNOLD, NEWBOLD, SOLLARS & HOLLINS|Other Service Provider|$62,415|—|$62,415|

| BNY MELLON INVESTMENT ADVISER, INC.|Other Service Provider|$47,715|—|$47,715|

| COMERICA|Other Service Provider|$44,781|—|$44,781|

| DEBOER & ASSOCIATES, P.C.|Other Service Provider|$17,500|—|$17,500|

| COMMUNITY STATE BANK|Other Service Provider|$5,216|—|$5,216|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DEBOER & ASSOCIATES, P.C.](https://planprovider.pro/provider/deboer-and-associates-pc) — Other Service Provider

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $657,942

- **Estimated Expense Ratio:** 0.326% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$792,629|$286,539|$138,000|$17,500|—|

| 2023|$726,727|$237,149|$132,000|$17,000|—|

| 2022|$686,161|$267,105|$126,000|—|$180,196|

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