2023 Form 5500 filing — Boilermakers National Annuity Trust
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 20241015104552NAL0055632610001) for Boilermakers National Annuity Trust, reported by Board Of Trustees Boilermakers National Annuity under EIN 48-1029345 and plan number 001. It reports 19,547 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104552NAL0055632610001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Boilermakers National Annuity
- EIN
- 48-1029345
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 19,547
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,250,463,263
- Total liabilities (EOY)
- $47,834,513
- Net assets (EOY)
- $1,202,628,750
- Employer contributions
- $82,644,049
- Total income / additions
- $203,771,552
- Benefits paid
- $86,390,013
- Administrative expenses
- $7,231,926
- Total expenses
- $90,929,251
- Net increase / (decrease)
- $112,842,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson Mcshane Corporation | NONE | $1,071,389 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, National Assoc | NONE | $459,030 | not reported in the loaded dataset |
| Bank Of Labor | NONE | $443,145 | not reported in the loaded dataset |
| Pgim Retirement Real Estate Fund Ii | NONE | $442,005 | not reported in the loaded dataset |
| Principal Global Investors | NONE | $334,449 | $0 |
| Mcmorgan & Co. | NONE | $316,361 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $288,873 | not reported in the loaded dataset |
| Ts&W | NONE | $265,915 | $0 |
| Blackrock Institutional Trust Compa | NONE | $254,921 | $0 |
| Jp Morgan Investment Management Inc | NONE | $239,098 | not reported in the loaded dataset |
| Callan & Associates, Inc. | NONE | $212,926 | not reported in the loaded dataset |
| Christine King | EMPLOYEE | $190,610 | not reported in the loaded dataset |
| Great Lakes Advisors, LLC | NONE | $147,620 | not reported in the loaded dataset |
| Mario Rodriguez | EMPLOYEE | $139,452 | not reported in the loaded dataset |
| Pgim Quantitative Solutions LLC | NONE | $126,821 | not reported in the loaded dataset |
| Parametric Clifton | NONE | $75,000 | not reported in the loaded dataset |
| Kathy James | EMPLOYEE | $70,282 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $66,143 | not reported in the loaded dataset |
| Margaret L Shriver | EMPLOYEE | $66,026 | not reported in the loaded dataset |
| Brenda Baker | EMPLOYEE | $59,079 | not reported in the loaded dataset |
| Andrea Gabaldon | EMPLOYEE | $57,918 | not reported in the loaded dataset |
| Cynthia A Dekeyser | EMPLOYEE | $52,115 | not reported in the loaded dataset |
| Laura Phelps | EMPLOYEE | $48,704 | not reported in the loaded dataset |
| Kelly Press, Inc | NONE | $48,545 | not reported in the loaded dataset |
| Steve Orozco | EMPLOYEE | $40,531 | not reported in the loaded dataset |
| Stephanie Leiker | EMPLOYEE | $33,690 | not reported in the loaded dataset |
| Blake & Uhlig, Pa | NONE | $32,689 | not reported in the loaded dataset |
| Lori Jasperson | NONE | $32,292 | not reported in the loaded dataset |
| The Segal Company | NONE | $27,994 | not reported in the loaded dataset |
| James Charles Matthews | NONE | $27,845 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $0 | $24,773 |
| State Street Global Advisors | NONE | $21,153 | $0 |
| Xernox Financial | NONE | $9,812 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $9,444 | $0 |
| Gary Powers | TRUSTEE | $5,970 | not reported in the loaded dataset |