Plan Snapshot
- Plan Sponsor: United Brotherhood Of Carpenters Labor-Mgmt Pf Trustee
- Sponsor EIN: 516091982
- Sponsor Address: 445 SOUTH FIGUEROA ST, LOS ANGELES, CA, 900713204
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 9,511 | $1.2B | $21.7M | $0 |
| 2023 | 2,835 | $776.6M | $10.2M | $0 |
| 2022 | 2,942 | $370.4M | $11.5M | $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 |
|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS INC | Other Service Provider | $585,301 | — | $585,301 |
| BLACKSTONE GROUP | Other Service Provider | $515,713 | — | $515,713 |
| CHEIRON, INC. | Other Service Provider | $221,736 | — | $221,736 |
| ALAN BILLER & ASSOCIATES | Other Service Provider | $130,000 | — | $130,000 |
| THE YOUNGDAHL LAW FIRM | Other Service Provider | $102,829 | — | $102,829 |
| DODGE AND COX | Other Service Provider | $56,888 | — | $56,888 |
| HEITMAN | Other Service Provider | $55,732 | — | $55,732 |
| CAMDEN ASSET MANAGEMENT | Other Service Provider | $49,086 | — | $49,086 |
| SHANLEY, APC | Other Service Provider | $45,761 | — | $45,761 |
| STRANCH, JENNINGS & GARVEY PLLC | Other Service Provider | $37,990 | — | $37,990 |
| COMERICA | Other Service Provider | $34,864 | — | $34,864 |
| HAMILTON LANE | Other Service Provider | $32,386 | — | $32,386 |
| CALIBRE CPA GROUP, PLLC | Other Service Provider | $28,290 | — | $28,290 |
| VICTORY CAPITAL MANAGEMENT | Other Service Provider | $26,181 | — | $26,181 |
| BLACKROCK | Other Service Provider | $23,274 | — | $23,274 |
| JP MORGAN CHASE BANK, NATIONAL ASSO | Other Service Provider | $22,918 | — | $22,918 |
| BNY MELLON | Other Service Provider | $21,630 | — | $21,630 |
| REGION BANK | Other Service Provider | $21,054 | — | $21,054 |
| ARA | Other Service Provider | $19,435 | — | $19,435 |
| INVESCO ADVISERS, INC. | Other Service Provider | $14,928 | — | $14,928 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $12,339 | — | $12,339 |
| PRUDENTIAL PRISA | Other Service Provider | $10,029 | — | $10,029 |
| STEALTH OFFICE PRODUCTS | Other Service Provider | $7,505 | — | $7,505 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,075,869
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 |
|---|---|---|---|---|---|
| 2025 | $42,209,831 | $1,280,054 | $410,921 | — | — |
| 2024 | $4,988,477 | $2,225,614 | $576,000 | $80,367 | — |
| 2023 | $3,612,702 | $2,056,990 | $210,000 | $60,250 | — |
| 2022 | $2,964,158 | $1,783,786 | $210,000 | — | $437,502 |