2023 Form 5500 filing — St. Louis-Kansas City Carpenters Regional Vacation Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250113145304NAL0029570016002) for St. Louis-Kansas City Carpenters Regional Vacation Plan, reported by Trustees Of Carpenters Benefit Plans Of St. Louis under EIN 43-1622970 and plan number 502. It reports 11,929 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113145304NAL0029570016002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Carpenters Benefit Plans Of St. Louis
- EIN
- 43-1622970
- Plan number
- 502
- Location
- St. Louis, MO
- Participants
- 11,929
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,836,973
- Total liabilities (EOY)
- $24,688,453
- Net assets (EOY)
- $3,148,520
- Participant contributions
- $21,542,100
- Total income / additions
- $22,548,165
- Benefits paid
- $21,408,273
- Administrative expenses
- $264,739
- Total expenses
- $21,673,012
- Net increase / (decrease)
- $875,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commerce Bank | NONE | $45,804 | $540 |
| Anders Minkler Huber Helm | NONE | $32,288 | not reported in the loaded dataset |
| Mid-America Carpenters Regional Ben | COMMON AFFILIATION | $23,871 | not reported in the loaded dataset |
| Arnold, Newbold, Sollars, & Hollins | NONE | $12,828 | not reported in the loaded dataset |
| Basys | NONE | $10,578 | not reported in the loaded dataset |
| Construction Benefits Audit Corp | NONE | $6,717 | not reported in the loaded dataset |