# Carpenters Pension Trust Fund Of Kansas City DB Plan
Source: https://planprovider.pro/companies/carpenters-pension-trust-fund-of-kansas-city-436108379-001

> Carpenters Pension Trust Fund Of Kansas City's DB plan: 6,530 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carpenters Pension Trust Fund Of Kansas City

- **Sponsor EIN:** 436108379

- **Sponsor Address:** 12200 N AMBASSADOR DRIVE SUITE 400, KANSAS CITY, MO, 641631258

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 6,530

- **Total Assets:** $1.5B

## 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|6,530|$1.5B|$70.7M|$0|

| 2023|6,218|$1.4B|$67.1M|$0|

| 2022|5,851|$1.3B|$63.8M|$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|

| WELLINGTON TRUST|Investment Advisor|$451,208|—|$451,208|

| AMERICAN CORE|Investment Advisor|$445,475|—|$445,475|

| WILSON-MCSHANE CORPORATION|Recordkeeper|$417,760|—|$417,760|

| ARNOLD NEWBOLD SOLLARS & HOLLINS|ERISA Attorney|$283,978|—|$283,978|

| JP MORGAN ASSET MANAGEMENT|Investment Advisor|$221,577|—|$221,577|

| PROLOAN BOND FUND|Investment Advisor|$194,818|—|$194,818|

| ULLICO INVESTMENT ADVISORS INC.|Investment Advisor|$189,003|—|$189,003|

| BLACKSTONE INFRASTRUCTURE ADVISORS|Investment Advisor|$184,631|—|$184,631|

| WESTERN ASSET MGMT CO|Investment Advisor|$160,768|—|$160,768|

| FINANCIAL COUNSELORS, INC.|Investment Advisor|$150,658|$1,814|$152,472|

| SEGAL SELECT INSURANCE SERVICES|Insurance Carrier|$143,571|—|$143,571|

| CHEIRON|Actuary|$132,622|—|$132,622|

| CONSTRUCTION BENEFITS AUDIT CORP|Auditor|$110,528|—|$110,528|

| COMMERCE BANK|Investment Advisor|$79,247|$9,885|$89,132|

| SEGAL MARCO ADVISORS|Investment Advisor|$87,500|—|$87,500|

| RUBINBROWN LLP|Auditor|$53,750|—|$53,750|

| IRON MOUNTAIN|Investment Advisor|$43,475|—|$43,475|

| INVESCO TRUST COMPANY|Investment Advisor|$43,348|—|$43,348|

| PIMCO|Investment Advisor|$18,894|$5,239|$24,133|

| BAIRD ADVISORS|Investment Advisor|$9,919|$7,956|$17,875|

| PENSION BENEFIT INFORMATION LLC|Auditor|$9,576|—|$9,576|

| INTERNATIONAL FOUNDATION OF EE BEN|Other Service Provider|$8,575|—|$8,575|

### Verified Provider Profiles

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

- [JP MORGAN ASSET MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

- [RUBINBROWN LLP](https://planprovider.pro/provider/rubinbrown-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,465,775

- **Estimated Expense Ratio:** 0.239% 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|$5,329,649|$3,612,471|$397,475|$53,750|—|

| 2023|$5,425,016|$3,593,734|$413,951|$124,677|—|

| 2022|$5,551,216|$3,744,281|$389,849|—|$676,580|

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