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Original filing (PDF)20251014143230NAL0001549747005
UNITED BROTHERHOOD OF CARPENTERS LABOR-MGMT PF TRUSTEE
Form 5500
FILING_RECEIVED
CARPENTERS LABOR-MANAGEMENT PENSION PLAN
Defined-benefit pension plan
Signals · 3
85% in single holdingNo recordkeeper disclosed27 service providers
Active participants
9,511
Accounts w/ balance
—
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
6 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: UBC RUSSELL 3000 INDEX TRUST (share>100%, pinned)]" is 85% of plan.
- 34 bps in Schedule C fees — 583% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED BROTHERHOOD OF CARPENTERS LABOR-MGMT PF TRUSTEE.
Plan sponsor
Name
UNITED BROTHERHOOD OF CARPENTERS LABOR-MGMT PF TRUSTEE
EIN
51-6091982
Address
445 SOUTH FIGUEROA ST · SUITE 2800 · LOS ANGELES, CA · 900713204
Phone
(213) 386-8590
Industry
Finance & Insurancesee 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
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
27 rowsOther
27| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKSTONE GROUP | 83-3025827 | — | NONE | $1.0M | — |
| SOUTHERN BENEFIT ADMINISTRATORS INC | — | GOODLETTSVILLE, TN | NONE | $707K | — |
| CHEIRON, INC. | 13-4215617 | — | — | $648K | — |
| ALAN BILLER & ASSOCIATES | 94-2854958 | — | NONE | $190K | — |
| HEITMAN | 85-4174675 | — | NONE | $175K | — |
| GERDING EDLEN | — | PORTLAND, OR | NONE | $171K | — |
| SHANLEY, APC | 95-4022565 | — | NONE | $170K | — |
| MESA WEST | — | LOS ANGELES, CA | NONE | $130K | — |
| GREENBRIAR EQUITY GROUP, L.P. | — | GREENWICH, CT | NONE | $72K | — |
| HGGC | — | PALO ALTO, CA | — | $71K | — |
| GI PARTNERS | — | NEW YORK, NY | — | $63K | — |
| THOMABRAVO | — | CHICAGO, IL | NONE | $61K | — |
| DODGE AND COX | — | KANSAS CITY, MO | — | $57K | — |
| CAMDEN | 95-4319164 | — | NONE | $55K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $55K | — |
| SEGAL | — | BOSTON, MA | — | $47K | — |
| COMERICA | — | DALLAS, TX | — | $47K | — |
| GENSTAR CAPITAL | — | SAN FRANCISCO, CA | NONE | $45K | — |
| ARA | 33-0123114 | — | NONE | $39K | — |
| YOUSIF CAPITAL MANAGEMENT | 86-1880507 | — | NONE | $36K | — |
| REGION BANK | — | BIRMINGHAM, AL | — | $34K | — |
| THE YOUNGDAHL LAW FIRM | — | HOUSTON, TX | — | $32K | — |
| AUDAX MANAGEMENT COMPANY, LLC | 04-3477377 | — | NONE | $29K | — |
| GCM | — | NEW YORK, NY | NONE | $27K | — |
| US BANK | — | MINNEAPOLIS, MN | — | $23K | — |
| INVESCO TRUST COMPANY | 46-3793325 | — | NONE | $16K | — |
| STACEY BRAUN | — | NEW YORK, NY | NONE | $9K | — |
Investments
1 direct security · 6 pooled funds· $553.4M(47% 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
$539.0M
5 holdings
Uncategorized
$7.2M
1 holding
Pooled Separate Account
$7.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UBC RUSSELL 3000 INDEX TRUST INVESCO TRUST COMPANY · EIN 20-2583973 / PN 306 | Common Collective Trust | — | — | $463.4M | 39.2% | |
| JP MORGAN CORE BOND FUND JPMORGAN CHASE BANK, N.A. · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $63.2M | 5.3% | |
| [DFE: PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT (extraction pending)] | — | — | — | $7.2M | 0.6% | |
| PRIN U.S. PROPERTY SA- PGI3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $7.2M | 0.6% | |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK, NATIONAL ASSOCIATION AS TRUSTEE · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $6.3M | 0.5% | |
| NEWTOWER TRUST COMPANY MULTI-EMPLOY NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $6.1M | 0.5% | |
| LONGVIEW ULTRA 1 CONSTRUCTION LOAN AMALGAMATED BANK · EIN 20-8434730 / PN 006 | Common Collective Trust | — | — | $21K | <0.1% |