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Original filing (PDF)20251013194151NAL0003985938004
UNITED BROTHERHOOD OF CARPENTERS PENSION FUND
Form 5500
FILING_RECEIVED
UNITED BROTHERHOOD OF CARPENTERS PENSION FUND UNITED STATES SEGMENT
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed10 service providers
Active participants
1,303
Accounts w/ balance
—
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
1 pooled trust
Schedule D
1 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 100% of plan.
- 12 bps in Schedule C fees — 137% 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 PENSION FUND.
Plan sponsor
Name
UNITED BROTHERHOOD OF CARPENTERS PENSION FUND
EIN
52-6075035
Address
8311 W. SUNSET ROAD · SUITE 250 · LAS VEGAS, NV · 891132092
Phone
(702) 415-2180
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALAN BILLER & ASSOCIATES, INC | 94-2854958 | — | NONE | $357K | — |
| BENESYS, INC | 38-2383171 | — | NONE | $251K | — |
| WASHINGTON CAPITAL MANAGEMENT, INC | 91-1042342 | — | NONE | $171K | — |
| CHEIRON INC | 13-4215617 | — | NONE | $140K | — |
| SHANLEY, APC | — | LOS ANGELES, CA | CONTRIBUTING EMPLOYER | $104K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $80K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | CHICAGO, IL | NONE | $78K | — |
| DODGE & COX | 94-1441976 | — | NONE | $43K | — |
| YOUSIF CAPITAL MANAGEMENT | — | BLOOMFIELD HILLS, MI | NONE | $30K | — |
| UNION BANK | — | LOS ANGELES, CA | NONE | $9K | — |
Investments
1 pooled fund· $561.9M(53% 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.
| 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 | — | — | $561.9M | 52.6% |