Original filing (PDF)20251006100939NAL0001979043001

BOARD OF TRUSTEES OF CARPENTERS & JOINERS WELFARE FUND

Name: BOARD OF TRUSTEES OF CARPENTERS & JOINERS WELFARE FUND — CARPENTERS & JOINERS WELFARE FUND, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF CARPENTERS & JOINERS WELFARE FUND

Form 5500

FILING_RECEIVED

CARPENTERS & JOINERS WELFARE FUND

Health & welfare plan

Signals · 4

33% in single holding~344 bps in Sched C feesNo recordkeeper disclosed18 service providers

Active participants

11,199

Accounts w/ balance

—

Plan assets (EOY)

$349.6M

Net assets (EOY)

$312.8M

How this plan invests

This plan

2 pooled trusts

Schedule D

7 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF CARPENTERS & JOINERS WELFARE FUND.

Plan sponsor

Name

BOARD OF TRUSTEES OF CARPENTERS & JOINERS WELFARE FUND

EIN

41-6024791

Address

3001 METRO DRIVE, SUITE 500 · BLOOMINGTON, MN · 55425

Phone

(952) 854-0795

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4L · Death Benefits (other than life insurance)

4U · Dependent Care

Audit & trust (Schedule H)

Service providers (Schedule C)

18 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSON-MCSHANE CORPORATION	41-0956552	—	NONE	$4.9M	—
UMR	39-1995276	—	NONE	$3.8M	—
T.E.A.M, LLC ADMINISTRATORS	81-4050818	—	NONE	$1.0M	—
EXPRESS SCRIPTS, INC.	43-1420563	—	NONE	$857K	—
REINHART BOERNER VAN DEUREN S.C.	39-1126909	—	NONE	$472K	—
STRATACOR	41-1852523

Investments

5 direct securities · 2 pooled funds· $272.2M(78% 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

$159.0M

5 holdings

103-12 Investment Entity

$59.3M

1 holding

Common Collective Trust

$53.9M

1 holding