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Original filing (PDF)20250213131152NAL0012546195001
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION F
Form 5500
FILING_RECEIVED
MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed65 service providers
Active participants
10,902
Accounts w/ balance
—
Plan assets (EOY)
$5.3B
Net assets (EOY)
$5.2B
How this plan invests
This plan
15 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 460% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION F.
Plan sponsor
Name
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION F
EIN
36-6130207
Address
12 E. ERIE STREET · CHICAGO, IL · 60611
Phone
(312) 787-9455
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-02-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
65 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GARY PERINAR JR. | 36-1894832 | — | TRUSTEE | $0 | — |
Other
64| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $1.2M | — |
| T ROWE PRICE ASSOCIATES INC. | 52-0556948 | — | NONE | $1.1M | — |
| THOMPSON, SIEGEL, WALMSLEY | 54-0854396 | — | NONE | $977K | — |
| ALLIANCE BERNSTEIN | 13-4064930 | — | NONE | $960K | — |
| WELLINGTON TRUST COMPANY | 04-2755549 | — | NONE | $891K | — |
| MARATHON LONDON | 61-6506892 | — | NONE | $790K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $687K | — |
| LOOMIS SAYLES & COMPANY LP | 04-3200030 | — | NONE | $608K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $567K | — |
| ACADIAN ASSET MANAGEMENT | 04-2929221 | — | NONE | $509K | — |
| COLUMBIA THREADNEEDLE | 41-1533211 | — | NONE | $462K | — |
| LOOMIS SAYLES WORLD ASSET TRUST | 35-7032934 | — | NONE | $454K | — |
| INVESCO TRUST COMPANY | 46-3793325 | — | NONE | $432K | — |
| MCGANN KETTERMAN & RIOUX, LTD. | 36-3968279 | — | NONE | $311K | — |
| NEW TOWER (MEPT) | 30-0872552 | — | NONE | $302K | — |
| NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $258K | — |
| BOBOWSKI S | 36-6130207 | — | EMPLOYEE | $200K | — |
| GUASTAFERRI K | 36-6130207 | — | EMPLOYEE | $183K | — |
| SEGAL | 13-1975125 | — | NONE | $177K | — |
| MEISSNER L | 36-6130207 | — | EMPLOYEE | $154K | — |
| WHEELER D | 36-6130207 | — | EMPLOYEE | $154K | — |
| HENDERSON G | 36-6130207 | — | EMPLOYEE | $146K | — |
| PURCELL H | 36-6130207 | — | EMPLOYEE | $143K | — |
| REINHART BOERNER VAN DEUREN | 39-1126909 | — | NONE | $143K | — |
| ORTEGA A | 36-6130207 | — | EMPLOYEE | $130K | — |
| GOMEZ M | 36-6130207 | — | EMPLOYEE | $128K | — |
| LYSY A | 36-6130207 | — | EMPLOYEE | $128K | — |
| DROGOS T | 36-6130207 | — | EMPLOYEE | $122K | — |
| MCJESSY CHING & THOMPSON | 59-3776245 | — | NONE | $119K | — |
| JOHNSON S | 36-6130207 | — | EMPLOYEE | $119K | — |
| HEARN J | 36-6130207 | — | EMPLOYEE | $118K | — |
| RADTKE B | 36-6130207 | — | EMPLOYEE | $116K | — |
| MUNOZ E | 36-6130207 | — | EMPLOYEE | $109K | — |
| BINGHAM B | 36-6130207 | — | EMPLOYEE | $105K | — |
| REAVES S | 36-6130207 | — | EMPLOYEE | $104K | — |
| TORRES A | 36-6130207 | — | EMPLOYEE | $104K | — |
| AMARO J | 36-6130207 | — | EMPLOYEE | $103K | — |
| MOSQUEDA E | 36-6130207 | — | EMPLOYEE | $99K | — |
| CONKLIN J | 36-6130207 | — | EMPLOYEE | $93K | — |
| PERFECT J | 36-6130207 | — | EMPLOYEE | $83K | — |
| NEWELL K | 36-6130207 | — | EMPLOYEE | $79K | — |
| BOSWELL H | 36-6130207 | — | EMPLOYEE | $79K | — |
| VILLARREAL M | 36-6130207 | — | EMPLOYEE | $78K | — |
| GARRETT J | 36-6130207 | — | EMPLOYEE | $77K | — |
| LESTERS B | 36-6130207 | — | EMPLOYEE | $74K | — |
| REED D | 36-6130207 | — | EMPLOYEE | $69K | — |
| GARCIA S | 36-6130207 | — | EMPLOYEE | $64K | — |
| GONZALEZ Y | 36-6130207 | — | EMPLOYEE | $63K | — |
| GARCIA D | 36-6130207 | — | EMPLOYEE | $63K | — |
| MASSUCI A | 36-6130207 | — | EMPLOYEE | $59K | — |
| MILLER R | 36-6130207 | — | EMPLOYEE | $58K | — |
| WEGNER R | 36-6130207 | — | EMPLOYEE | $57K | — |
| MUNOZ S | 36-6130207 | — | EMPLOYEE | $53K | — |
| SHOEMAKER M | 36-6130207 | — | EMPLOYEE | $52K | — |
| REMKE PRINTING | 36-3840374 | — | NONE | $50K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $48K | — |
| MARTINEZ M | 36-6130207 | — | EMPLOYEE | $42K | — |
| WALKER F | 36-6130207 | — | EMPLOYEE | $41K | — |
| FRANGOS G | 36-6130207 | — | EMPLOYEE | $38K | — |
| INSIGHT DIRECT USA, INC. | 36-3948996 | — | NONE | $24K | — |
| TCM SECURITY | 84-1782146 | — | NONE | $16K | — |
| SCALAMBRINO & ARNOFF | 36-3843693 | — | NONE | $11K | — |
| WEST PUBLISHING CORP | 41-1426973 | — | NONE | $7K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $6K | — |
Investments
15 pooled funds· $2.2B(42% 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.
Common Collective Trust
$2.0B
11 holdings
103-12 Investment Entity
$131.8M
3 holdings
Pooled Separate Account
$62.1M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| UBC RUSSELL 3000 INDEX TRUST INVESCO TRUST COMPANY · EIN 20-2583973 / PN 306 | Common Collective Trust | $1.2B | 21.8% |
| NT COLL ACWI EX-US FUND - NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 103 | Common Collective Trust | $211.0M | 4.0% |
| NT COLL INTER GOVT/CREDIT BD INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 064 | Common Collective Trust | $142.2M | 2.7% |
| MARATHON-LONDON INTERNATIONAL FUND MARATHON ASSET MANAGEMENT LTD · EIN 61-6506892 / PN 001 | 103-12 Investment Entity | $131.8M | 2.5% |
| CIF INTERNATIONAL OPPORTUNITIES POR WELLINGTON TRUST COMPANY, NA · EIN 27-3649481 / PN 001 | Common Collective Trust | $124.2M | 2.4% |
| NHIT WORLD CREDIT ASSET TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 013 | Common Collective Trust | $120.1M | 2.3% |
| NEWTOWER MULTI-EMPLOYER TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $67.9M | 1.3% |
| SEPARATE ACCOUNT W1 THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 209 | Pooled Separate Account | $62.1M | 1.2% |
| NEUBERGER BERMAN EMERGING MARKETS NEUBERGER BERMAN TRUST COMPANY NA · EIN 20-4797982 / PN 011 | Common Collective Trust | $57.4M | 1.1% |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | $47.5M | 0.9% |
| CIF OPPORTUNISTIC INVESTMENT ALLOCA WELLINGTON TRUST COMPANY, NA · EIN 04-2767481 / PN 076 | Common Collective Trust | $46.3M | 0.9% |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | $40.0M | 0.8% |
| INVESCO MACRO ALLOCATION STRATEGY INVESCO TRUST COMPANY · EIN 81-2234495 / PN 001 | Common Collective Trust | $32.9M | 0.6% |
| EQUITY GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |
| FIXED INCOME GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | $0 | <0.1% |