Plan Snapshot
- Plan Sponsor: Trustees Of Carpenters Benefit Plans Of St. Louis
- Sponsor EIN: 431622970
- Sponsor Address: 1419 HAMPTON AVENUE, ST. LOUIS, MO, 63139
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $85.9M
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 | 0 | $85.9M | $267.8M | $30.0M |
| 2023 | 13,820 | $263.0M | $269.6M | $34.0M |
| 2022 | 13,391 | $198.6M | $242.3M | $33.1M |
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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $5,960,510 | — | $5,960,510 |
| MID-AMERICA CARPENTERS REGIONAL COU | Other Service Provider | $3,801,167 | — | $3,801,167 |
| EXPRESS SCRIPTS | Other Service Provider | $3,059,197 | — | $3,059,197 |
| VISION SERVICE PLAN | Other Service Provider | $1,541,503 | — | $1,541,503 |
| DELTA DENTAL | Other Service Provider | $517,765 | — | $517,765 |
| COMMERCE BANK | Other Service Provider | $372,788 | — | $372,788 |
| FRISK VENTURES LLC | Other Service Provider | $371,185 | — | $371,185 |
| CHEIRON INC | Other Service Provider | $344,596 | — | $344,596 |
| ADVERTISERS PRINTING CO | Other Service Provider | $267,467 | — | $267,467 |
| ST LOUIS MRO INC | Other Service Provider | $262,714 | — | $262,714 |
| ARNOLD, NEWBOLD, SOLLARS | Other Service Provider | $255,885 | — | $255,885 |
| MERCY HOSPITAL | Other Service Provider | $249,994 | — | $249,994 |
| US BANK GLOBAL FUND SERVICES | Other Service Provider | $143,751 | — | $143,751 |
| US BANK GLOBAL FUND SERVICES | Other Service Provider | $137,960 | — | $137,960 |
| CRANE AGENCY | Other Service Provider | $87,339 | — | $87,339 |
| BASYS | Other Service Provider | $82,509 | — | $82,509 |
| ANDERS MINKLER HUBER & HELM LLP | Auditor | $65,787 | — | $65,787 |
| BURR OAK CONSULTING LLC | Other Service Provider | $54,713 | — | $54,713 |
| ST LOUIS PRE-SORT INC | Other Service Provider | $51,451 | — | $51,451 |
| MARQUETTE ASSOCIATES | Other Service Provider | $39,022 | — | $39,022 |
| CONSTRUCTION BENEFITS AUDIT CORP | Other Service Provider | $22,638 | — | $22,638 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | Other Service Provider | $20,029 | — | $20,029 |
| BEACON TECHNOLOGIES GROUP INC | Other Service Provider | $16,675 | — | $16,675 |
| ARCHITECTNOW LLC | Other Service Provider | $14,405 | — | $14,405 |
| WAGNER LAW GROUP | ERISA Attorney | $13,922 | — | $13,922 |
| OCCUPATIONAL SAFETY TRAINING CONSUL | Other Service Provider | $11,300 | — | $11,300 |
| HARTFORD INSURANCE CO | Other Service Provider | $10,625 | — | $10,625 |
| RED CARD | Other Service Provider | $10,371 | — | $10,371 |
| 8X8 | Other Service Provider | $8,498 | — | $8,498 |
| BMO HARRIS BANK & TRUST | Other Service Provider | $8,342 | — | $8,342 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM LLP — Auditor
- WAGNER LAW GROUP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,804,108
- Estimated Expense Ratio: 20.719% 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 | $12,228,794 | $399,278 | $4,946,739 | $191,585 | — |
| 2023 | $12,607,833 | $371,627 | $5,044,712 | $198,533 | — |
| 2022 | $10,921,223 | $334,459 | $3,878,878 | — | $1,312,834 |