Plan Snapshot
- Plan Sponsor: United Brotherhood Of Carpenters Pension Fund
- Sponsor EIN: 526075035
- Sponsor Address: 8311 W. SUNSET ROAD, LAS VEGAS, NV, 891132092
- Plan Type: DB
- Total Participants: 1,303
- Total Assets: $1.1B
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 | 1,303 | $1.1B | $42.7M | $0 |
| 2023 | 1,296 | $978.5M | $41.2M | $0 |
| 2022 | 1,295 | $906.8M | $39.6M | $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 |
|---|---|---|---|---|
| ALAN BILLER & ASSOCIATES, INC | ERISA Attorney | $357,000 | — | $357,000 |
| BENESYS, INC | Other Service Provider | $251,135 | — | $251,135 |
| WASHINGTON CAPITAL MANAGEMENT, INC | Other Service Provider | $171,412 | — | $171,412 |
| CHEIRON INC | Other Service Provider | $140,179 | — | $140,179 |
| SHANLEY, APC | Other Service Provider | $103,599 | — | $103,599 |
| CALIBRE CPA GROUP PLLC | Auditor | $80,350 | — | $80,350 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $78,283 | — | $78,283 |
| DODGE & COX | Other Service Provider | $42,961 | — | $42,961 |
| YOUSIF CAPITAL MANAGEMENT | Other Service Provider | $29,971 | — | $29,971 |
| UNION BANK | Other Service Provider | $9,133 | — | $9,133 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN BILLER & ASSOCIATES, INC — ERISA Attorney
- 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: $1,264,023
- Estimated Expense Ratio: 0.118% 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 | $1,695,084 | $601,344 | $251,135 | $80,350 | — |
| 2023 | $1,664,656 | $602,050 | $238,862 | $75,451 | — |
| 2022 | $1,784,125 | $573,055 | $236,076 | — | $548,344 |