Plan Snapshot
- Plan Sponsor: Mo-Kan Teamsters Pension Fund
- Sponsor EIN: 436142288
- Sponsor Address: PO BOX 909500, KANSAS CITY, MO, 641909500
- Plan Type: DB
- Total Participants: 436
- Total Assets: $231.8M
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 | 436 | $231.8M | $4.4M | $0 |
| 2023 | 587 | $212.7M | $4.6M | $0 |
| 2022 | 416 | $195.3M | $5.6M | $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 | Other Service Provider | $223,887 | — | $223,887 |
| JP MORGAN CHASE BANK | Recordkeeper | $178,337 | — | $178,337 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $71,152 | $62,109 | $133,261 |
| SEGAL CONSULTING | Other Service Provider | $90,152 | $34,226 | $124,378 |
| AMERICAN STABLE ADVISORS | Other Service Provider | $112,893 | — | $112,893 |
| ULLICO INVESTMENT ADVISORS INC. | Other Service Provider | $68,937 | — | $68,937 |
| SEGAL MARCO ADVISORS | Other Service Provider | $66,000 | — | $66,000 |
| ARNOLD NEWBOLD SOLLARS & HOLLINS | Other Service Provider | $65,175 | — | $65,175 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $46,736 | $768 | $47,504 |
| PRUDENTIAL TRUST CO | Other Service Provider | $39,584 | — | $39,584 |
| CONSTRUCTION BENEFIT AUDIT CORP | Investment Advisor | $38,586 | — | $38,586 |
| ANDERS CPAS & ADVISORS | Auditor | $38,400 | — | $38,400 |
| COMMERCE TRUST CO | Other Service Provider | $23,918 | — | $23,918 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN CHASE BANK — Recordkeeper
- EMPOWER ANNUITY INSURANCE COMPANY — Recordkeeper
- CONSTRUCTION BENEFIT AUDIT CORP — Investment Advisor
- ANDERS CPAS & ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,160,860
- Estimated Expense Ratio: 0.501% 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 | $1,283,298 | $710,661 | $219,200 | $81,724 | — |
| 2023 | $1,146,187 | $599,671 | $192,300 | $31,714 | — |
| 2022 | $1,101,366 | $529,576 | $218,400 | — | $226,102 |