Boilermakers Lodge 154 Retirement Plan — Form 5500 plan (Boilermakers Lodge 154 Retirement Plan)
Plain-English plan 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, Boilermakers Lodge 154 Retirement Plan is a benefit plan reported by Boilermakers Lodge 154 Retirement Plan under EIN 25-1340130 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,330 participants and $157,391,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boilermakers Lodge 154 Retirement Plan
- EIN
- 25-1340130
- Plan number
- 001
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 7,330
- End-of-year plan assets
- $157,391,252
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,330 | H, C | 20241014155853NAL0015253491005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $157,391,252
- Total liabilities (EOY)
- $362,314
- Net assets (EOY)
- $157,028,938
- Net assets (BOY)
- $146,821,101
Income & contributions
- Employer contributions
- $4,804,668
- Total contributions
- $4,804,668
- Total income / additions
- $25,710,473
Expenses & distributions
- Benefits paid
- $14,703,643
- Administrative expenses
- $798,993
- Total expenses
- $15,502,636
- Net increase / (decrease)
- $10,207,837
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | NONE | $393,365 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | NONE | $162,600 | not reported in the loaded dataset | 2023 |
| Captrust Advisors | NONE | $135,000 | not reported in the loaded dataset | 2023 |
| Seizert Capital Partners | NONE | $81,057 | not reported in the loaded dataset | 2023 |
| Foundry Partners | NONE | $78,337 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | NONE | $70,428 | not reported in the loaded dataset | 2023 |
| William Blair | NONE | $68,880 | $0 | 2023 |
| Meyer Unkovic & Scott | NONE | $44,889 | not reported in the loaded dataset | 2023 |
| Manning & Napier | NONE | $41,948 | not reported in the loaded dataset | 2023 |
| Packer Thomas | NONE | $38,267 | not reported in the loaded dataset | 2023 |
| Hub International | NONE | $16,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boilermakers Lodge 154 Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- John Hancock — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Captrust Advisors — Schedule C compensation
- Seizert Capital Partners — Schedule C compensation
- Foundry Partners — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- William Blair — Schedule C compensation
- Meyer Unkovic & Scott — Schedule C compensation
- Manning & Napier — Schedule C compensation
- Packer Thomas — Schedule C compensation
- Hub International — Schedule C compensation