Kansas Construction Trades Open End Pension Trust Fund — Form 5500 plan (Kansas Construction Trades Open End)
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, Kansas Construction Trades Open End Pension Trust Fund is a benefit plan reported by Kansas Construction Trades Open End under EIN 48-6171387 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,515 participants and $154,823,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kansas Construction Trades Open End
- EIN
- 48-6171387
- Plan number
- 001
- Plan type
- 1
- Location
- Topeka, KS
- Latest filing year
- 2023
- Participants
- 7,515
- End-of-year plan assets
- $154,823,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,515 | H, C | 20241017120202NAL0033003233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $154,823,559
- Total liabilities (EOY)
- $377,065
- Net assets (EOY)
- $154,446,494
- Net assets (BOY)
- $148,164,522
Income & contributions
- Employer contributions
- $6,839,837
- Total contributions
- $6,839,837
- Total income / additions
- $25,582,212
Expenses & distributions
- Benefits paid
- $17,814,759
- Administrative expenses
- $1,485,481
- Total expenses
- $19,300,240
- Net increase / (decrease)
- $6,281,972
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marquette Associates | INVESTMENT CONSULTANT | $243,780 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | N/A | $186,542 | not reported in the loaded dataset | 2023 |
| Kbt Health & Welfare | N/A | $137,047 | not reported in the loaded dataset | 2023 |
| H.I.G. Whitehorse Principal Lending | INVESTMENT MANAGERS | $130,003 | not reported in the loaded dataset | 2023 |
| Brier Payne Meade Insurance | N/A | $79,286 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | PLAN ACTUARY | $73,115 | not reported in the loaded dataset | 2023 |
| Gary Muckenthaler | PLAN ADMINISTRATOR | $63,731 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | N/A | $52,835 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank | N/A | $40,254 | not reported in the loaded dataset | 2023 |
| Prudential Capital Partners V Lp | N/A | $38,034 | not reported in the loaded dataset | 2023 |
| Arnold Newbold Winter & Jackson | PLAN LEGAL COUNSEL | $27,742 | not reported in the loaded dataset | 2023 |
| Ssc Cpas, P.A. | PLAN AUDITOR | $25,850 | not reported in the loaded dataset | 2023 |
| Diamond Printing | N/A | $10,366 | not reported in the loaded dataset | 2023 |
| Berberich Trahan & Co., P.A. | N/A | $8,970 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | N/A | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kansas Construction Trades Open End
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Topeka, KS
- Marquette Associates — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Kbt Health & Welfare — Schedule C compensation
- H.I.G. Whitehorse Principal Lending — Schedule C compensation
- Brier Payne Meade Insurance — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Gary Muckenthaler — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- Prudential Capital Partners V Lp — Schedule C compensation
- Arnold Newbold Winter & Jackson — Schedule C compensation
- Ssc Cpas, P.A. — Schedule C compensation
- Diamond Printing — Schedule C compensation
- Berberich Trahan & Co., P.A. — Schedule C compensation
- Lazard Asset Management — Schedule C compensation