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Original filing (PDF)20250818110010NAL0001161889003
BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS PENSION PLAN
Form 5500
FILING_RECEIVED
CENTRAL IOWA CARPENTERS PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
897
Accounts w/ balance
—
Plan assets (EOY)
$202.0M
Net assets (EOY)
$201.8M
How this plan invests
This plan
5 pooled trusts
Schedule D
83 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 33 bps in Schedule C fees — 226% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS PENSION PLAN
EIN
36-6066902
Address
3001 METRO DRIVE · BLOOMINGTON, MN · 55425
Phone
(952) 851-3480
Industry
Constructionsee all
Plan administrator
Name
CENTRAL IOWA CARPENTERS PENSION PLAN BOARD OF TRUSTEES
EIN
36-6066902
City
BLOOMINGTON, MN
Phone
(952) 851-3480
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
DEBOER & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | — | $142K | — |
| BOSTON TRUST & INVESTMENT MGMT CO | 04-2273811 | — | — | $101K | — |
| THE SEGAL COMPANY | 13-1975125 | — | — | $99K | — |
| ALLIANCE BERNSTEIN L.P. | 13-4064930 | — | — | $71K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | — | $66K | — |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS | 43-1174269 | — | — | $62K | — |
| BNY MELLON INVESTMENT ADVISER, INC. | 13-5673135 | — | — | $48K | — |
| COMERICA | 42-1741646 | — | — | $45K | — |
| DEBOER & ASSOCIATES, P.C. | 47-0836395 | — | — | $18K | — |
| COMMUNITY STATE BANK | 42-0839178 | — | — | $5K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | — | — | $0 | — |
Investments
79 direct securities · 5 pooled funds· $216.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$108.0M
78 holdings
Common Collective Trust
$100.4M
4 holdings
103-12 Investment Entity
$8.1M
1 holding
Real Estate
$106K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| COMERICA LARGE-CAP EQUITY INDEX COMERICA BANK · EIN 38-6555647 / PN 002 | Common Collective Trust | — | $11.4M | $45.9M | 22.7% | |
| PIMCO TOTAL RETURN FD INSTL | — | — | $42.4M | $35.3M | 17.5% | |
| UBC RUSSELL 3000 INDEX TRUST INVESCO TRUST COMPANY · EIN 20-2583973 / PN 306 | Common Collective Trust | — | $30.0M | $29.7M | 14.7% | |
| FIDELITY MID CAP INDEX FUND | — | — | $13.5M | $21.8M | 10.8% | |
| INTERCONTINENTAL US REAL ESTATE INV FUND, LTD | — | — | $15.9M | $17.2M | 8.5% | |
| ALLIANCEBERNSTEIN INSTITUTIONAL FUND-GLOBAL FIXED INCOME | — | — | $14.1M | $16.6M | 8.2% | |
| ALLIANCE BERNSTEIN FUND COMERICA BANK · EIN 13-4064930 / PN 002 | Common Collective Trust | — | — | $16.6M | 8.2% | |
| Limited Partnerships CORBIN ERISA OPPORTUNITY FUND LP | — | — | $5.9M | $9.3M | 4.6% | |
| INVESCO EQV INTERNATIONAL EQUITY TR INVESCO TRUST COMPANY · EIN 20-2583973 / PN 114 | Common Collective Trust | — | $8.5M | $8.2M | 4.0% | |
| NCS GROUP TRUST INTERNATIONAL FUND BNY MELLON INVESTMENT ADVISER, INC · EIN 76-6192146 / PN 001 | 103-12 Investment Entity | — | $8.5M | $8.1M | 4.0% | |
| COMERICA SHORT TERM FUND | — | — | $1.0M | $1.0M | 0.5% | |
| COMERICA SHORT TERM FUND | — | — | $173K | $173K | <0.1% | |
| CULLEN FROST | — | — | $129K | $158K | <0.1% | |
| HAEMONETICS CORP MASS | — | — | $135K | $148K | <0.1% | |
| EXLSERVICE HLDGS INC | — | — | $60K | $144K | <0.1% | |
| SILGAN HOLDINGS INC | — | — | $95K | $142K | <0.1% | |
| QUALYS INC | — | — | $120K | $142K | <0.1% | |
| SIMPLY GOOD FOODS CO | — | — | $129K | $141K | <0.1% | |
| CHEMED CORP | — | — | $131K | $139K | <0.1% | |
| CORVEL CORP | — | — | $31K | $139K | <0.1% | |
| WATTS WATER TECHNOLOGIES INC | — | — | $76K | $133K | <0.1% | |
| PROGRESS SOFTWARE CORP | — | — | $89K | $133K | <0.1% | |
| LITTLEFUSE INC | — | — | $129K | $127K | <0.1% | |
| APPLIED INDUSTRIAL TECH INC | — | — | $29K | $126K | <0.1% | |
| COLUMBIA SPORTSWEAR CO | — | — | $126K | $126K | <0.1% | |
| INTERNATIONAL BANCSHARES CORP | — | — | $102K | $125K | <0.1% | |
| DONALDSON INC | — | — | $84K | $125K | <0.1% | |
| CHOICE HOTELS INTL INC | — | — | $82K | $121K | <0.1% | |
| CACTUS INC | — | — | $70K | $120K | <0.1% | |
| FRANKLIN ELEC INC | — | — | $72K | $119K | <0.1% | |
| CABLE ONE INC | — | — | $278K | $116K | <0.1% | |
| PLEXUS CORP | — | — | $71K | $115K | <0.1% | |
| MAGNOLIA OIL GAS CORP | — | — | $103K | $112K | <0.1% | |
| PRESTIGE BRANDS HLDGS INC | — | — | $103K | $112K | <0.1% | |
| CAVCO INDUSTRIES INC | — | — | $57K | $108K | <0.1% | |
| STAG INDL INC COM | — | — | $114K | $107K | <0.1% | |
| Investment Trusts COHEN & STEERS INC | Real Estate | — | $56K | $106K | <0.1% | |
| INTERDIGITAL INC PA | — | — | $30K | $104K | <0.1% | |
| TERADATA CORP DEL | — | — | $107K | $103K | <0.1% | |
| HANOVER INS GROUP INC | — | — | $85K | $102K | <0.1% | |
| LANCASTER COLONY CORP | — | — | $92K | $102K | <0.1% | |
| CSG SYSTEMS INTL INC | — | — | $87K | $101K | <0.1% | |
| SELECTIVE INSURANCE GROUP INC | — | — | $77K | $101K | <0.1% | |
| DONNELLEY FINANCIAL SOLUTIONS INC | — | — | $86K | $99K | <0.1% | |
| COMMERCE BANCSHARES INC | — | — | $75K | $96K | <0.1% | |
| FLOWERS FOODS INC | — | — | $95K | $94K | <0.1% | |
| ICU MED INC | — | — | $97K | $94K | <0.1% | |
| LANDSTAR SYSTEM INC | — | — | $52K | $94K | <0.1% | |
| MINERALS TECHNOLOGIES INC | — | — | $65K | $93K | <0.1% | |
| ACUITY INC | — | — | $43K | $93K | <0.1% | |
| MSC INDL DIRECT INC CL A | — | — | $101K | $91K | <0.1% | |
| BADGER METER INC | — | — | $26K | $90K | <0.1% | |
| DOLBY LABORATORIES INC CL A | — | — | $84K | $90K | <0.1% | |
| CORCEPT THERAPEUTICS INC | — | — | $42K | $89K | <0.1% | |
| EVERCORE PARTNERS INC | — | — | $43K | $88K | <0.1% | |
| U S PHYSICAL THERAPY INC | — | — | $77K | $88K | <0.1% | |
| GLOBUS MED INC | — | — | $40K | $87K | <0.1% | |
| POWER INTEGRATIONS INC | — | — | $47K | $86K | <0.1% | |
| HALOZYME THERAPEUTICS INC | — | — | $89K | $83K | <0.1% | |
| SHUTTERSTOCK INC | — | — | $218K | $83K | <0.1% | |
| IDACORP INC | — | — | $70K | $80K | <0.1% | |
| INDEPENDENT BK CORP MASS | — | — | $68K | $75K | <0.1% | |
| ONE GAS INC | — | — | $61K | $74K | <0.1% | |
| AMPHASTAR PHARMACEUTICALS INC DE | — | — | $93K | $73K | <0.1% | |
| SENSIENT TECHNOLOGIES CORP | — | — | $68K | $71K | <0.1% | |
| FOUR CORNERS PPTY TR INC | — | — | $63K | $71K | <0.1% | |
| CHESAPEAKE UTILS CORP | — | — | $61K | $70K | <0.1% | |
| GRAPHIC PACKAGING HOLDING CORP | — | — | $73K | $67K | <0.1% | |
| APTARGROUP INC | — | — | $50K | $67K | <0.1% | |
| AXCELIS TECHNOLOGIES INC | — | — | $95K | $67K | <0.1% | |
| VALMONT INDS INC | — | — | $40K | $64K | <0.1% | |
| CATHAY BANCORP INC | — | — | $53K | $64K | <0.1% | |
| HELMERICH & PAYNE INC | — | — | $63K | $62K | <0.1% | |
| UMB FINANCIAL CORP | — | — | $39K | $61K | <0.1% | |
| MATADOR RES CO | — | — | $67K | $61K | <0.1% | |
| INSTALLED BLDG PRODS INC | — | — | $62K | $56K | <0.1% | |
| CARTER'S INC | — | — | $82K | $56K | <0.1% | |
| BLOCK H & R INC | — | — | $54K | $50K | <0.1% | |
| UFP TECHNOLOGIES INC | — | — | $50K | $49K | <0.1% | |
| INMODE LTD | — | — | $55K | $47K | <0.1% | |
| FIRST SOURCE CORP | — | — | $35K | $47K | <0.1% | |
| ATKORE INTL GROUP INC | — | — | $81K | $46K | <0.1% | |
| UNITIL CORP | — | — | $35K | $39K | <0.1% | |
| COMERICA SHORT TERM FUND | — | — | $27K | $27K | <0.1% |