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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |