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
- 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 |
|---|---|---|---|---|
| BLACKSTONE GROUP | NONE | $1,023,768 | — | $1,023,768 |
| SOUTHERN BENEFIT ADMINISTRATORS INC | NONE | $707,152 | — | $707,152 |
| CHEIRON, INC. | Other Service Provider | $648,479 | — | $648,479 |
| ALAN BILLER & ASSOCIATES | NONE | $190,000 | — | $190,000 |
| HEITMAN | NONE | $175,181 | — | $175,181 |
| GERDING EDLEN | NONE | $170,770 | — | $170,770 |
| SHANLEY, APC | NONE | $169,502 | — | $169,502 |
| MESA WEST | NONE | $130,000 | — | $130,000 |
| GREENBRIAR EQUITY GROUP, L.P. | NONE | $71,615 | — | $71,615 |
| HGGC | Other Service Provider | $71,351 | — | $71,351 |
| GI PARTNERS | Other Service Provider | $62,778 | — | $62,778 |
| THOMABRAVO | NONE | $61,271 | — | $61,271 |
| DODGE AND COX | Other Service Provider | $56,590 | — | $56,590 |
| CAMDEN | NONE | $55,307 | — | $55,307 |
| CALIBRE CPA GROUP, PLLC | NONE | $55,283 | — | $55,283 |
| SEGAL | Other Service Provider | $47,190 | — | $47,190 |
| COMERICA | Other Service Provider | $46,518 | — | $46,518 |
| GENSTAR CAPITAL | NONE | $44,808 | — | $44,808 |
| ARA | NONE | $39,062 | — | $39,062 |
| YOUSIF CAPITAL MANAGEMENT | NONE | $36,340 | — | $36,340 |
| REGION BANK | Other Service Provider | $33,786 | — | $33,786 |
| THE YOUNGDAHL LAW FIRM | Other Service Provider | $32,337 | — | $32,337 |
| AUDAX MANAGEMENT COMPANY, LLC | NONE | $29,250 | — | $29,250 |
| GCM | NONE | $27,092 | — | $27,092 |
| US BANK | Other Service Provider | $23,311 | — | $23,311 |
| INVESCO TRUST COMPANY | NONE | $15,964 | — | $15,964 |
| STACEY BRAUN | NONE | $9,219 | — | $9,219 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN BILLER & ASSOCIATES — NONE
- CALIBRE CPA GROUP, PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,033,924
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 | $2,986,198 | $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 |