2023 Form 5500 filing — Bac #1 Supplemental Retirement Fund
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 20241004090052NAL0011215185001) for Bac #1 Supplemental Retirement Fund, reported by Board Of Trustees Of Bac Local 1 Supplemental Retirement Fund under EIN 41-1868381 and plan number 001. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004090052NAL0011215185001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Bac Local 1 Supplemental Retirement Fund
- EIN
- 41-1868381
- Plan number
- 001
- Location
- Duluth, MN
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,706,680
- Total liabilities (EOY)
- $20,796
- Net assets (EOY)
- $13,685,884
- Employer contributions
- $594,039
- Total income / additions
- $2,466,097
- Benefits paid
- $533,486
- Administrative expenses
- $118,142
- Total expenses
- $651,628
- Net increase / (decrease)
- $1,814,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mairs & Powers | NONE | $36,826 | $0 |
| Milliman | NONE | $22,637 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $20,999 | not reported in the loaded dataset |
| Marquette Associates | NONE | $12,500 | not reported in the loaded dataset |
| Wilson-Mcshane | NONE | $8,475 | not reported in the loaded dataset |