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Commerce Bank

Matched across 15 name variants in the filings

Commerce Bank summary

Commerce Bank appears on 61 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $27.6B in assets for 269,151 participants. The median client plan holds $99.2M. Most client plans are sponsored in MO, IL and KS. The largest clients by plan assets are Burns & McDonnell, Inc, Trustees of Carpenters Benefit Plans of St. Louis and BJC Health System. Plans reported $5.6M in direct and indirect compensation paid to Commerce Bank. The median is $62K per plan.

Participants
269,151
Median plan assets
$99.2M
Median plan participants
1,736
Median fees per plan
$62K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Burns & McDonnell, IncMO$6.3B12,407
Trustees of Carpenters Benefit Plans of St. LouisMO$3.4B27,598
BJC Health SystemMO$2.9B44,859
Trustees of Local No. 1 Pension Benefit Trust FundMO$2.1B5,828
Carpenters Pension Trust Fund of Kansas CityMO$1.5B13,466
Construction Laborers Pension Trust of Greater St. Louis TrusteesMO$1.2B8,261
Construction Industry Laborers Pension FundMO$1.2B14,476
Trustees, Plumbers' & Pipefitters' Local Pension FundMO$906M5,965
Board of Trustees of Pension Fund of Operating Engineers Local 513MO$811M5,456
Teamsters Negotiated Pension PlanMO$713M6,694
Board of Trustees of Iron Workers St. Louis District Council PensionMO$712M5,242
The Board of Trustees C/O Rachel Allen, Plan ManagerMO$606M3,881
Greater Kansas City Laborers Pension PlanMO$442M3,966
Board of Trustees of Iron Workers St. Louis District Council AnnuityMO$412M5,260
Employers & Operating Engineers Local 520 Pension Fund Board of TrusteIL$369M2,159
Board of Trustees of Annuity Fund of Operating Engineers Local 513MO$323M9,613
BD of Trustees of Electricians' Salary Deferral Plan of Local 1 IBEW-MO$289M2,366
Joint Board of Trustees Mo-Kan Iron Workers Pension PlanMO$266M2,328
Mo-Kan Teamsters Pension FundMO$254M1,829
Evergy, Inc.MO$231M2,069
Trustee of Excv & PVRS Local 731 Pension Trust FundIL$227M1,736
Trustees of U.F.C.W. District Union Local Two & Employers Pension FundFL$192M5,241
International Association of Heat and Frost Insulators and Allied WorkMO$164M796
Operative Plasterers & Cement Masons Local 527 Pension TrustMO$163M1,294
Board of Trustees Bac Local 15 Pension FundMO$147M1,672

Top client states

  • MO47 plans
  • IL7 plans
  • KS2 plans
  • AR1 plan
  • FL1 plan

Frequently asked questions

Who uses Commerce Bank?
61 retirement plans list Commerce Bank as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Burns & McDonnell, Inc, Trustees of Carpenters Benefit Plans of St. Louis, BJC Health System, Trustees of Local No. 1 Pension Benefit Trust Fund and Carpenters Pension Trust Fund of Kansas City. Most client plans are sponsored in MO, IL and KS.
How many plans does Commerce Bank serve?
Commerce Bank serves 61 retirement plans with $27.6B in plan assets and 269,151 participants, based on the latest Form 5500 filings through 2024.
What does Commerce Bank charge?
Plans reported $5.6M in total Schedule C compensation paid to Commerce Bank. The median plan paid $62K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served61-4 YoYRank #317 of mapped providers
Assets under administration$27.6B0.0%Rank #535 by share of filed assets
Fees received$6MMedian $62,496/planSum across Schedule C direct + indirect
Net wins YoY-54 won - 9 lostPlan-level switch detection

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