# Board Of Trustees, Marine Carpenters Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-marine-carpenters-pension-fund-946272731-001

> Board Of Trustees, Marine Carpenters Pension Fund's DB plan: 146 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, Marine Carpenters Pension Fund

- **Sponsor EIN:** 946272731

- **Sponsor Address:** PO BOX 2510, SAN RAMON, CA, 94583

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 146

- **Total Assets:** $88.8M

## 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|146|$88.8M|$1.0M|$0|

| 2023|161|$56.5M|$1.2M|$0|

| 2022|160|$55.6M|$1.1M|$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|

| BENESYS, INC.|Other Service Provider|$233,965|—|$233,965|

| THE SEGAL COMPANY|Recordkeeper|$148,043|—|$148,043|

| QUEST INVESTMENT MGMT INC.|Other Service Provider|$56,792|—|$56,792|

| VERUS ADVISORY INC|Other Service Provider|$50,000|—|$50,000|

| LAW OFFICES OF CARROLL AND SCULLY|Recordkeeper|$37,603|—|$37,603|

| U.S. BANK|Recordkeeper|$25,186|—|$25,186|

| MILLER KAPLAN ARASE LLP|Auditor|$19,760|—|$19,760|

| SMART SOURCE LLC|Other Service Provider|$9,536|—|$9,536|

| WITHUMSMITH+BROWN PC|Auditor|$7,936|—|$7,936|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$5,301|$5,301|

### Verified Provider Profiles

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

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

- [LAW OFFICES OF CARROLL AND SCULLY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [U.S. BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [WITHUMSMITH+BROWN PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $594,122

- **Estimated Expense Ratio:** 0.669% 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|$690,509|$106,792|$233,965|$19,760|—|

| 2023|$685,496|$105,144|$232,262|$19,760|—|

| 2022|$689,972|$114,222|$219,603|—|$243,184|

## Similar Plans

- [Board Of Trustees, California Iron Workers Field Defined Contribution](https://planprovider.pro/companies/board-of-trustees-california-iron-workers-field-defined-contribution-953304279-001) — 13,077 participants

- [Board Of Trustees, California Ironworkers Field Pension Trust Fun](https://planprovider.pro/companies/board-of-trustees-california-ironworkers-field-pension-trust-fun-956042866-001) — 9,028 participants

- [Board Of Trustees, California Ironworkers Field Welfare Plan](https://planprovider.pro/companies/board-of-trustees-california-ironworkers-field-welfare-plan-956042868-501) — 8,550 participants

- [Board Of Trustees, California Field Iron Worker Vacation/Personal](https://planprovider.pro/companies/board-of-trustees-california-field-iron-worker-vacation-personal-956042867-501) — 8,518 participants

- [Dpr Construction](https://planprovider.pro/companies/dpr-construction-401k-plan) — 8,307 participants

- [Board Of Trustees Western States Insulators And Allied Workers Indiv](https://planprovider.pro/companies/board-of-trustees-western-states-insulators-and-allied-workers-indiv-plan) — 7,048 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-marine-carpenters-pension-fund-946272731-001)

© 2026 PlanProvider.Pro