Plan Snapshot
- Plan Sponsor: Trustees Of Carpenters Benefit Plans Of St. Louis
- Sponsor EIN: 431622970
- Sponsor Address: 1419 HAMPTON AVE, ST. LOUIS, MO, 631393159
- Plan Type: DB
- Plan Number: 001
- Total Participants: 11,875
- Total Assets: $3.4B
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 | 11,875 | $3.4B | $154.9M | $0 |
| 2023 | 11,832 | $3.3B | $150.1M | $0 |
| 2022 | 11,420 | $3.3B | $152.3M | $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 |
|---|---|---|---|---|
| MID-AMERICA CARPENTERS REGIONAL BEN | Other Service Provider | $1,685,647 | — | $1,685,647 |
| MACKAY SHIELDS | Recordkeeper | $843,395 | — | $843,395 |
| ARISTOTLE CAPITAL MANAGEMENT | Other Service Provider | $678,499 | $15,451 | $693,950 |
| PROLOAN BOND FUND, LLC | Other Service Provider | $651,429 | — | $651,429 |
| NEUMEIER POMA INV. COUNSEL | Other Service Provider | $637,333 | — | $637,333 |
| LSV ASSET MANAGEMENT | Other Service Provider | $492,212 | — | $492,212 |
| DODGE & COX | Other Service Provider | $412,942 | — | $412,942 |
| BAIRD | Other Service Provider | $398,876 | — | $398,876 |
| CONGRESS ASSET MANAGEMENT | Other Service Provider | $351,456 | $4,796 | $356,252 |
| DRIEHAUS CAPITAL MANAGEMENT | Other Service Provider | $346,104 | — | $346,104 |
| MONETARY MANAGEMENT GROUP, INC | Other Service Provider | $329,320 | — | $329,320 |
| MARQUETTE ASSOCIATES | Other Service Provider | $321,157 | — | $321,157 |
| PARAMETRIC DEFENSIVE EQUITY FUND | Other Service Provider | $207,747 | — | $207,747 |
| ARNOLD NEWBOLD SOLLARS | Other Service Provider | $199,685 | — | $199,685 |
| COMMERCE BANK OF ST. LOUIS TRUST | Other Service Provider | $185,022 | $6,158 | $191,180 |
| CHEIRON INC. | Other Service Provider | $98,398 | — | $98,398 |
| ANDERS MINKLER HUBER HELM LLP | Auditor | $50,628 | — | $50,628 |
| BASYS | Other Service Provider | $40,868 | — | $40,868 |
| ADVERTISERS PRINTING | Other Service Provider | $28,951 | — | $28,951 |
| BUCK GLOBAL LLC | Other Service Provider | $15,107 | — | $15,107 |
| INVESCO ADVISERS, INC | Other Service Provider | $14,134 | — | $14,134 |
| NORTHERN TRUST COLLECTIVE EAFE INDE | Other Service Provider | $12,146 | — | $12,146 |
| PROXY VOTE PLUS | Other Service Provider | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MACKAY SHIELDS — Recordkeeper
- ANDERS MINKLER HUBER HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,037,461
- Estimated Expense Ratio: 0.236% 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 | $11,531,173 | $7,507,280 | — | $93,038 | — |
| 2023 | $9,740,436 | $5,646,992 | — | $121,425 | — |
| 2022 | $10,804,992 | $6,622,491 | — | — | $1,276,981 |