Plan Snapshot
- Plan Sponsor: Trustees Of Local No. 1 Pension Benefit Trust Fund
- Sponsor EIN: 436032286
- Sponsor Address: 5735 ELIZABETH AVENUE, ST. LOUIS, MO, 631102801
- Plan Type: DC
- Total Participants: 5,046
- Total Assets: $1.9B
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 | 5,046 | $1.9B | $55.2M | $0 |
| 2023 | 4,749 | $1.7B | $50.4M | $0 |
| 2022 | 4,647 | $1.5B | $44.0M | $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 |
|---|---|---|---|---|
| IBEW-NECA SERVICE CENTER | COMMON AFFILIATION | $326,585 | — | $326,585 |
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $112,245 | — | $112,245 |
| SCARBOROUGH ALLIANCE GROUP | NONE | $96,445 | — | $96,445 |
| MARQUETTE ASSOCIATES | NONE | $90,000 | — | $90,000 |
| COMMERCE BANK | NONE | $86,405 | — | $86,405 |
| ANDERS MINKLER HUBER HELM LLP | NONE | $44,101 | — | $44,101 |
| SCHUCHAT, COOK, & WERNER | NONE | $22,920 | — | $22,920 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER HELM LLP — NONE
- SCHUCHAT, COOK, & WERNER — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $778,701
- Estimated Expense Ratio: 0.041% 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 | $925,841 | $186,445 | $112,205 | $45,962 | — |
| 2023 | $741,874 | $186,445 | $147,496 | $48,135 | — |
| 2022 | $1,102,588 | $548,156 | $141,509 | — | $50,368 |