2023 Form 5500 filing — Boilermakers Lodge 154 Retirement 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 20241014155853NAL0015253491005) for Boilermakers Lodge 154 Retirement Plan, reported by Boilermakers Lodge 154 Retirement Plan under EIN 25-1340130 and plan number 001. It reports 7,330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155853NAL0015253491005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Boilermakers Lodge 154 Retirement Plan
- EIN
- 25-1340130
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 7,330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $157,391,252
- Total liabilities (EOY)
- $362,314
- Net assets (EOY)
- $157,028,938
- Employer contributions
- $4,804,668
- Total income / additions
- $25,710,473
- Benefits paid
- $14,703,643
- Administrative expenses
- $798,993
- Total expenses
- $15,502,636
- Net increase / (decrease)
- $10,207,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | NONE | $393,365 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | NONE | $162,600 | not reported in the loaded dataset |
| Captrust Advisors | NONE | $135,000 | not reported in the loaded dataset |
| Seizert Capital Partners | NONE | $81,057 | not reported in the loaded dataset |
| Foundry Partners | NONE | $78,337 | not reported in the loaded dataset |
| Boyd Watterson | NONE | $70,428 | not reported in the loaded dataset |
| William Blair | NONE | $68,880 | $0 |
| Meyer Unkovic & Scott | NONE | $44,889 | not reported in the loaded dataset |
| Manning & Napier | NONE | $41,948 | not reported in the loaded dataset |
| Packer Thomas | NONE | $38,267 | not reported in the loaded dataset |
| Hub International | NONE | $16,000 | not reported in the loaded dataset |