Plan Snapshot
- Plan Sponsor: Construction Industry Laborers Pension Fund
- Sponsor EIN: 436060737
- Sponsor Address: 12200 N. AMBASSADOR DRIVE, KANSAS CITY, MO, 641631244
- Plan Type: DB
- Total Participants: 5,147
- Total Assets: $1.1B
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 | 5,147 | $1.1B | $44.3M | $0 |
| 2023 | 5,525 | $988.3M | $41.9M | $0 |
| 2022 | 5,274 | $905.2M | $38.0M | $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 CORP | Recordkeeper | $574,404 | — | $574,404 |
| ARISTOTLE | Investment Advisor | $402,332 | — | $402,332 |
| LSV | Investment Advisor | $320,602 | — | $320,602 |
| ULLICO | Investment Advisor | $301,050 | — | $301,050 |
| ARNOLD NEWBOLD SOLLARS & HOLLINS | ERISA Attorney | $250,154 | — | $250,154 |
| BAIRD | Investment Advisor | $195,831 | — | $195,831 |
| US REAL ESTATE | Investment Advisor | $192,063 | — | $192,063 |
| SIGULER GUFF ADVISERS, LLC | Investment Advisor | $189,843 | — | $189,843 |
| WESTERN ASSET MANAGEMENT COMPANY | Investment Advisor | $186,493 | — | $186,493 |
| NUANCE | Other Service Provider | $175,667 | — | $175,667 |
| WELLINGTON TRUST COMPANY, NA | Investment Advisor | $163,937 | — | $163,937 |
| KENNEDY | Investment Advisor | $161,329 | — | $161,329 |
| HAMILTON LANE | Investment Advisor | $60,178 | $79,392 | $139,570 |
| CHEIRON | Actuary | $137,056 | — | $137,056 |
| JP MORGAN INVESTMENT MANAGMENT INC | Investment Advisor | $114,367 | — | $114,367 |
| ENTRUST GLOBAL | Other Service Provider | $113,736 | — | $113,736 |
| MARQUETTE & ASSOCIATES | Investment Advisor | $112,000 | — | $112,000 |
| SEGAL SELECT INSURANCE CARRIER | Insurance Carrier | $106,823 | — | $106,823 |
| MFS | Investment Advisor | $89,193 | — | $89,193 |
| ABERDEEN | Investment Advisor | $67,500 | — | $67,500 |
| THL | Investment Advisor | $66,328 | — | $66,328 |
| PARAMETRIC | Investment Advisor | $51,430 | — | $51,430 |
| BROOKE PRIVATE EQUITY ASSOCIATES | Other Service Provider | $50,095 | — | $50,095 |
| STEPSTONE GROUP | Other Service Provider | $49,702 | — | $49,702 |
| NEUBERGER BERMAN | Other Service Provider | $47,519 | — | $47,519 |
| COMMERCE TRUST COMPANY | Investment Advisor | $42,407 | — | $42,407 |
| BMO HARRIS BANK N.A. | Investment Advisor | $38,046 | — | $38,046 |
| AFL-CIO HOUSING INVESTMENT TRUST | Investment Advisor | $37,164 | — | $37,164 |
| RCP | Investment Advisor | $33,632 | — | $33,632 |
| RUBINBROWN, LLP | Auditor | $33,400 | — | $33,400 |
| ANGELO GORDON | Investment Advisor | $31,897 | — | $31,897 |
| INVESCO | Investment Advisor | $27,746 | — | $27,746 |
| BNY MELLON | Investment Advisor | $18,939 | — | $18,939 |
| PENSION BENEFIT INFORMATION LLC | Other Service Provider | $18,427 | — | $18,427 |
| THE MAREK GROUP, INC. | Other Service Provider | $7,807 | — | $7,807 |
| INTERNATIONAL FOUNDATION OF EE BEN | Other Service Provider | $6,104 | — | $6,104 |
| PROXY VOTE PLUS, LLC | Other Service Provider | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ULLICO — Investment Advisor
- JP MORGAN INVESTMENT MANAGMENT INC — Investment Advisor
- RUBINBROWN, LLP — Auditor
- ANGELO GORDON — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,560,593
- Estimated Expense Ratio: 0.434% 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 | $4,985,743 | $3,338,306 | $567,900 | $33,400 | — |
| 2023 | $6,293,738 | $3,511,783 | $498,000 | $34,000 | — |
| 2022 | $6,191,569 | $4,550,308 | $566,400 | — | $506,508 |