# Trustees Of Carpenters Benefit Plans Of St. Louis Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-carpenters-benefit-plans-of-st-louis-431622970-502

> Trustees Of Carpenters Benefit Plans Of St. Louis's Health & Welfare plan: 15,525 participants, plan year 2024 financials, providers, and benchmarks from For…

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:** 502

- **Total Participants:** 15,525

- **Total Assets:** $29.4M

## 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|15,525|$29.4M|$0|$22.8M|

| 2023|14,627|$27.8M|$0|$21.5M|

| 2022|11,929|$27.8M|$0|$44.0M|

## 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|

| COMMERCE BANK|Other Service Provider|$35,540|$839|$36,379|

| MID-AMERICA CARPENTERS REGIONAL BEN|Other Service Provider|$30,135|—|$30,135|

| ANDERS MINKLER HUBER HELM|Auditor|$25,450|—|$25,450|

| ARNOLD, NEWBOLD, SOLLARS, & HOLLINS|Other Service Provider|$20,305|—|$20,305|

| MID-AMERICA CARPENTERS REGIONAL COU|Other Service Provider|$5,882|—|$5,882|

| ADVERTISORS PRINTING CO|Other Service Provider|$5,221|—|$5,221|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ANDERS MINKLER HUBER HELM](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $123,372

- **Estimated Expense Ratio:** 0.420% 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|$303,984|—|—|$34,802|—|

| 2023|$264,739|—|—|$44,200|—|

| 2022|$310,654|$71,479|—|—|$86,445|

## 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

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- [Arco Business Services](https://planprovider.pro/companies/arco-business-services-inc-821231926-501) — 2,025 participants

- [Missouri Association Of Manufacturers Health Source INC.](https://planprovider.pro/companies/missouri-association-of-manufacturers-health-source-inc-472653608-501) — 1,426 participants

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