# United Brotherhood Of Carpenters Labor-Mgmt Pf Trustee DB Plan
Source: https://planprovider.pro/companies/united-brotherhood-of-carpenters-labor-mgmt-pf-trustee-plan

> United Brotherhood Of Carpenters Labor-Mgmt Pf Trustee's DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/trucker-huss-apc) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/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|

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