2023 Form 5500 filing — Bac - Salaried Employees Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930160608NAL0005939137004) for Bac - Salaried Employees Pension Plan, reported by Bd Of Trustees Iubac Salaried Empl Pen Plan under EIN 47-2695752 and plan number 001. It reports 590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930160608NAL0005939137004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Iubac Salaried Empl Pen Plan
- EIN
- 47-2695752
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $194,393,337
- Total liabilities (EOY)
- $129,827
- Net assets (EOY)
- $194,263,510
- Employer contributions
- $12,381,424
- Participant contributions
- $664,639
- Total income / additions
- $33,771,986
- Benefits paid
- $14,293,898
- Administrative expenses
- $823,371
- Total expenses
- $15,117,269
- Net increase / (decrease)
- $18,654,717
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iubac | AFFILIATE | $416,478 | not reported in the loaded dataset |
| Arrowstreet Capital | NONE | $80,421 | not reported in the loaded dataset |
| Alan D. Biller & Associates, Inc. | NONE | $75,000 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $55,277 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $32,750 | not reported in the loaded dataset |
| The Union Labor Life Insurance Co. | NONE | $29,016 | $0 |
| New Tower Trust Company | NONE | $13,992 | $0 |
| O'Dwyer & Bernstien, Llp | NONE | $11,250 | not reported in the loaded dataset |
| Investment Performance Services, Ll | NONE | $10,469 | $0 |
| Comerica Bank | NONE | $10,035 | $0 |
| Fuiman Moglia, Llp | NONE | $5,943 | not reported in the loaded dataset |