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Original filing (PDF)20260214101330NAL0002464083001
KANSAS CONSTRUCTION TRADES OPEN END PENSION TRUST FUND
Form 5500
FILING_RECEIVED
KANSAS CONSTRUCTION TRADES OPEN END PENSION TRUST FUND
Defined-benefit pension plan
Signals · 3
Late filing · 2.9 moNo recordkeeper disclosed17 service providers
Active participants
768
Accounts w/ balance
—
Plan assets (EOY)
$202.6M
Net assets (EOY)
$202.2M
How this plan invests
This plan
4 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)
79
/ 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
88
Concentration risk
75
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- Filed 2.9 months past the 10.5-month grace window.
- 46 bps in Schedule C fees — 359% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (17 disclosed providers, 6 categories).
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 KANSAS CONSTRUCTION TRADES OPEN END PENSION TRUST FUND.
Plan sponsor
Name
KANSAS CONSTRUCTION TRADES OPEN END PENSION TRUST FUND
EIN
48-6171387
Address
4101 SOUTHGATE DRIVE · TOPEKA, KS · 666091351
Phone
(785) 267-0140
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
17 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARQUETTE ASSOCIATES | 36-3485298 | CHICAGO, IL | INVESTMENT CONSULTANT | $195K | — |
| H.I.G WHITEHORSE PRINCIPAL LENDING | 83-1516856 | MIAMI, FL | INVESTMENT MANAGERS | $55K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GARY MUCKENTHALER | 48-6171387 | TOPEKA, KS | PLAN ADMINISTRATOR | $66K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIZE CPAS INC. | 48-0882363 | TOPEKA, KS | PLAN AUDITOR | $54K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | CARMEL, IN | PLAN ACTUARY | $71K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARNOLD NEWBOLD WINTER & JACKSON | 43-1174269 | KANSAS CITY, MO | PLAN LEGAL COUNSEL | $25K | — |
Other
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KBT HEALTH & WELFARE | 48-0691769 | TOPEKA, KS | N/A | $183K | — |
| FEDERAL INSURANCE COMPANY | 13-1963496 | — | N/A | $82K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | LOS ANGELES, CA | N/A | $78K | — |
| THE BANK OF NEW YORK MELLON | 95-3571558 | NEW YORK, NY | N/A | $47K | — |
| MIDWEST INSTITUTIONAL TRUST COMPANY | 48-1138946 | MILWAUKEE, WI | N/A | $27K | — |
| DIAMOND PRINTING | 20-2115130 | TOPEKA, KS | N/A | $14K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | — | MAPLE SHADE, NJ | DATA PROCESSING | $10K | — |
| BMO HARRIS BANK | 36-2085229 | CHICAGO, IL | N/A | $9K | — |
| PGIM CAPITAL PARTNERS VI, L.P. | 85-0902041 | CHICAGO, IL | N/A | $9K | — |
| THE CINCINNATI INSURANCE COMPANY | — | FAIRFIELD, OH | N/A | $7K | — |
| SIGULER GUFF ADVISERS, LLC | 13-3855629 | — | N/A | $0 | — |
Investments
4 pooled funds· $101.2M(50% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BNYM MELLON DB BROAD MARKET STOCK I BNY MELLON · EIN 25-6078093 / PN 106 | Common Collective Trust | $76.7M | 37.9% |
| BNYM MELLON DB SL ACWI EX-U.S. FUND BNY MELLON · EIN 25-6078093 / PN 193 | Common Collective Trust | $13.9M | 6.9% |
| BNYM MELLON DB AGGREGATE BOND INDEX BNY MELLON · EIN 25-6078093 / PN 056 | Common Collective Trust | $7.9M | 3.9% |
| BUILDING INVESTMENT TRUST AFL-CIO · EIN 52-6328901 / PN 001 | Common Collective Trust | $2.6M | 1.3% |
