# Board Of Trustees- Louisiana Carpenters Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-louisiana-carpenters-pension-fund-plan

> Board Of Trustees- Louisiana Carpenters Pension Fund's DB plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees- Louisiana Carpenters Pension Fund

- **Sponsor EIN:** 510163535

- **Sponsor Address:** 2001 CALDWELL DRIVE, GOODLETTSVILLE, TN, 370723589

- **Plan Type:** DB

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2023|0|$0|$3.9M|$0|

| 2022|826|$63.2M|$3.5M|$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|

| SOUTHERN BENEFIT ADMINISTRATORS|NONE|$101,416|—|$101,416|

| NEEDLES AND ASSOCIATES, LLC|NONE|$48,203|—|$48,203|

| INVESTMENT CONSULTING SERVICES|NONE|$41,500|—|$41,500|

| OSBORN CARREIRO AND ASSOCIATES, INC|NONE|$28,000|—|$28,000|

| COMMERCE TRUST COMPANY|NONE|$25,904|—|$25,904|

| ROBEIN, URANN, SPENCER, PICARD & CA|NONE|$13,975|—|$13,975|

| US BANK|NONE|$10,777|—|$10,777|

| RHUMBLINE ADVISORS|NONE|$9,801|—|$9,801|

| CALIBRE CPA GROUP PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [US BANK](https://planprovider.pro/provider/john-hancock) — NONE

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $279,576

### 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|

| 2023|$468,826|$91,765|$86,641|—|—|

| 2022|$368,930|$106,794|$77,450|—|$74,625|

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