# Trustees Of Carpenters Benefit Plans Of St. Louis Health & Welfare Plan Source: https://planprovider.pro/companies/trustees-of-carpenters-benefit-plans-of-st-louis-431622970-501 > Trustees Of Carpenters Benefit Plans Of St. Louis's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 550… Form 5500 filing data for plan year 2024. ## 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:** Health & Welfare - **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](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor - [WAGNER LAW GROUP](https://planprovider.pro/provider/the-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| ## Similar Plans - [Board Of Trustees Of St. Louis Kansas City Carpenters Regional Annuity](https://planprovider.pro/companies/board-of-trustees-of-st-louis-kansas-city-carpenters-regional-annuity-371942230-002) — 16,999 participants - [Trustees Of Carpenters Benefit Plans Of St. Louis](https://planprovider.pro/companies/trustees-of-carpenters-benefit-plans-of-st-louis-431622970-502) — 15,525 participants - [Boilermakers Local 83 Supplemental Health And Welfare Plan](https://planprovider.pro/companies/boilermakers-local-83-supplemental-health-and-welfare-plan-205130170-501) — 5,524 participants - [Board Of Trustees Of Operating Engineers Local 101 Health And Welfare](https://planprovider.pro/companies/board-of-trustees-of-operating-engineers-local-101-health-and-welfare-440663379-501) — 3,403 participants - [Contract Cleaners Service Employees' Pension Trust](https://planprovider.pro/companies/contract-cleaners-service-employees-pension-trust-plan) — 2,065 participants - [Arco Business Services](https://planprovider.pro/companies/arco-business-services-inc-821231926-501) — 2,025 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-carpenters-benefit-plans-of-st-louis-431622970-501) © 2026 PlanProvider.Pro