Carpenters Pension Trust Fund Of Kansas City
Sponsored by Carpenters Pension Trust Fund Of Kansas City · EIN 436108379 · Plan #001
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 6,530
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Blackstone Infrastructure Advisors L.L.C. CRD 289751 | fuzzy_auto · 99% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | fuzzy_auto · 97% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellington Trust | Investment management fees (direct), Investment management | $451,208 |
| American Core | Investment management, Investment management fees (direct) | $445,475 |
| Wilson Mcshane Corporation | Plan administrator, Contract administrator, Recordkeeping | $417,760 |
| Arnold Newbold Sollars & Hollins | Direct payment from the plan | $283,978 |
| Jp Morgan Asset Management | Investment advisory (plan), Investment management, Investment management fees (indirect) | $221,577 |
| Proloan Bond Fund | Investment management, Investment management fees (direct) | $194,818 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $189,003 |
| Blackstone Infrastructure Advisors | Investment management fees (indirect), Investment management | $184,631 |
| Western Asset Mgmt Co | Direct payment from the plan, Investment management | $160,768 |
| Financial Counselors, Inc. | Custodial (securities), Direct payment from the plan, Investment management fees (indirect) | $150,658 |
| Segal Select Insurance Services | Insurance agents and brokers, Direct payment from the plan | $143,571 |
| Cheiron | Actuarial, Direct payment from the plan, Consulting (pension) | $132,622 |
| Construction Benefits Audit Corp | Accounting, Direct payment from the plan | $110,528 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan, Consulting fees | $87,500 |
| Commerce Bank | Custodial (securities), Direct payment from the plan, Investment management fees (indirect) | $79,247 |
| Rubinbrown Llp | Accounting, Direct payment from the plan | $53,750 |
| Iron Mountain | Direct payment from the plan | $43,475 |
| Invesco Trust Company | Investment management fees (direct), Investment management | $43,348 |
| Pimco | Custodial (securities), Direct payment from the plan, Investment management fees (indirect) | $18,894 |
| Baird Advisors | Custodial (securities), Investment management fees (indirect), Direct payment from the plan | $9,919 |
| Pension Benefit Information Llc | Other services, Direct payment from the plan | $9,576 |
| International Foundation Of Ee Ben | Other services, Direct payment from the plan | $8,575 |