Carpenters Pension Trust Fund Of Kansas City — Form 5500 plan (Carpenters Pension Trust Fund Of Kansas City)
Plain-English plan 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, Carpenters Pension Trust Fund Of Kansas City is a benefit plan reported by Carpenters Pension Trust Fund Of Kansas City under EIN 43-6108379 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,706 participants and $1,401,977,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carpenters Pension Trust Fund Of Kansas City
- EIN
- 43-6108379
- Plan number
- 001
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 12,706
- End-of-year plan assets
- $1,401,977,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,706 | H, C | 20250115133504NAL0021739857002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,401,977,433
- Total liabilities (EOY)
- $1,991,306
- Net assets (EOY)
- $1,399,986,127
- Net assets (BOY)
- $1,264,498,898
Income & contributions
- Employer contributions
- $67,085,727
- Total contributions
- $67,097,729
- Total income / additions
- $231,883,484
Expenses & distributions
- Benefits paid
- $90,971,239
- Administrative expenses
- $5,425,016
- Total expenses
- $96,396,255
- Net increase / (decrease)
- $135,487,229
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $414,200 | not reported in the loaded dataset | 2023 |
| Wellington Trust | NONE | $402,206 | not reported in the loaded dataset | 2023 |
| Arnold Newbold Sollars & Hollins | NONE | $290,290 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $230,195 | not reported in the loaded dataset | 2023 |
| Western Asset Mgmt Co | NONE | $212,626 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $164,171 | not reported in the loaded dataset | 2023 |
| Financial Counselors, Inc. | NONE | $148,075 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $128,676 | not reported in the loaded dataset | 2023 |
| Commerce Bank | NONE | $99,228 | $12,503 | 2023 |
| Segal Marco Advisors | NONE | $87,500 | not reported in the loaded dataset | 2023 |
| Construction Benefits Audit Corp | NONE | $71,377 | not reported in the loaded dataset | 2023 |
| Rubinbrown Llp | NONE | $53,300 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $52,045 | $0 | 2023 |
| Pimco | NONE | $12,412 | $0 | 2023 |
| Baird Advisors | NONE | $8,266 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carpenters Pension Trust Fund Of Kansas City
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Wilson-Mcshane Corporation — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Arnold Newbold Sollars & Hollins — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Western Asset Mgmt Co — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Financial Counselors, Inc. — Schedule C compensation
- Cheiron — Schedule C compensation
- Commerce Bank — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Construction Benefits Audit Corp — Schedule C compensation
- Rubinbrown Llp — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Pimco — Schedule C compensation
- Baird Advisors — Schedule C compensation