# Board Of Trustees Of The Twin City Carpenters And Joiners Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-twin-city-carpenters-and-joiners-pension-fund-plan

> Board Of Trustees Of The Twin City Carpenters And Joiners Pension Fund's DB plan: 5,909 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Twin City Carpenters And Joiners Pension Fund

- **Sponsor EIN:** 416043137

- **Sponsor Address:** 3001 METRO DRIVE, SUITE 500, BLOOMINGTON, MN, 55425

- **Plan Type:** DB

- **Total Participants:** 5,909

- **Total Assets:** $2.0B

## 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|5,909|$2.0B|$117.1M|$0|

| 2023|6,440|$1.9B|$121.5M|$0|

| 2022|6,412|$1.8B|$121.1M|$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|

| BLACKSTONE INFRASTRUCTURE ADVISORS|NONE|$913,733|—|$913,733|

| WILSON-MCSHANE CORPORATION|NONE|$889,199|—|$889,199|

| JENNISON ASSOCIATES LLC|NONE|$575,040|—|$575,040|

| MARATHON ASSET MANAGEMENT LIMITED|NONE|$520,634|—|$520,634|

| BAIRD ADVISORS|NONE|$424,458|—|$424,458|

| DEPRINCE, RACE, & ZOLLO|NONE|$405,173|—|$405,173|

| WELLINGTON TRUST COMPANY, N/A|NONE|$293,075|—|$293,075|

| WHITESTAR ADVISORS, LLC|NONE|$287,480|—|$287,480|

| UNION BANK & TRUST|NONE|$269,891|—|$269,891|

| SEGAL COMPANY|NONE|$220,720|—|$220,720|

| THE UNION LABOR LIFE INSURANCE GROU|NONE|$204,392|—|$204,392|

| DEARBORN PARTNERS|NONE|$202,719|—|$202,719|

| BLACKROCK INSTITUTIONAL TRUST COMPA|NONE|$189,511|—|$189,511|

| SEGAL MARCO ADVISORS|NONE|$171,541|—|$171,541|

| REINHARDT BOERNER VAN DEUREN S.C.|NONE|$139,151|—|$139,151|

| INVESCO LTD|NONE|$58,677|—|$58,677|

| CLIFTONLARSONALLEN LLP|NONE|$53,907|—|$53,907|

| WILLIAM BLAIR|NONE|$49,214|—|$49,214|

| WELLS CAPITAL MANAGEMENT|NONE|$46,810|—|$46,810|

| PENSION BENEFIT INFORMATION, LLC|NONE|$11,667|—|$11,667|

| HONSA-BINDER PRINTING, INC.|NONE|$10,310|—|$10,310|

| THE MAREK GROUP|NONE|$7,114|—|$7,114|

| PROXYVOTE PLUS|NONE|$6,000|—|$6,000|

| FRSECURE LLC|NONE|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [JENNISON ASSOCIATES LLC](https://planprovider.pro/provider/alight-solutions) — NONE

- [UNION BANK & TRUST](https://planprovider.pro/provider/the-wagner-law-group) — NONE

- [THE UNION LABOR LIFE INSURANCE GROU](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,955,416

- **Estimated Expense Ratio:** 0.297% 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|$6,912,166|$4,612,348|$840,000|$53,907|—|

| 2023|$7,834,930|$5,440,720|$792,000|$45,159|—|

| 2022|$7,388,682|$5,477,414|$436,605|—|$762,000|

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