Boilermakers National Health & Welfare Fund — Form 5500 plan (Board Of Trustees Of Boilermakers)
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 National Health & Welfare Fund is a benefit plan reported by Board Of Trustees Of Boilermakers under EIN 36-6090694 and plan number 501. The latest loaded filing year is 2023. The filing reports 14,310 participants and $1,237,021,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Boilermakers
- EIN
- 36-6090694
- Plan number
- 501
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 14,310
- End-of-year plan assets
- $1,237,021,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,310 | H, C | 20241015084014NAL0029039153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,237,021,017
- Total liabilities (EOY)
- $47,767,375
- Net assets (EOY)
- $1,189,253,642
- Net assets (BOY)
- $1,108,872,197
Income & contributions
- Employer contributions
- $141,637,852
- Participant contributions
- $32,132,720
- Total contributions
- $173,770,572
- Total income / additions
- $271,806,411
Expenses & distributions
- Benefits paid
- $172,746,899
- Administrative expenses
- $18,678,067
- Total expenses
- $191,424,966
- Net increase / (decrease)
- $80,381,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health & Life Insurance Co. | NONE | $7,144,462 | $0 | 2023 |
| Wilson-Mcshane Corporation | NONE | $1,983,226 | not reported in the loaded dataset | 2023 |
| American Strategic Value Realty | NONE | $786,291 | not reported in the loaded dataset | 2023 |
| National Investment Services Of Ame | NONE | $762,947 | not reported in the loaded dataset | 2023 |
| Invesco Advisors | NONE | $686,284 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $630,023 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors | NONE | $487,509 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $437,698 | $0 | 2023 |
| Corbin Capital Partners, Lp | NONE | $368,304 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $347,239 | $0 | 2023 |
| Laura Phelps | EMPLOYEE | $315,054 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $284,215 | not reported in the loaded dataset | 2023 |
| Bridget A. Hillebert | EMPLOYEE | $269,108 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Kansas, Inc. | NONE | $240,107 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig, Pa | NONE | $196,864 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | NONE | $174,130 | not reported in the loaded dataset | 2023 |
| Tonya M. Pavelac | EMPLOYEE | $167,001 | not reported in the loaded dataset | 2023 |
| Financial Counselors, Inc. | NONE | $166,636 | $0 | 2023 |
| Brian Mcenroe | EMPLOYEE | $157,742 | not reported in the loaded dataset | 2023 |
| Rhonda Mahon | EMPLOYEE | $152,069 | not reported in the loaded dataset | 2023 |
| Mario Rodriguez | EMPLOYEE | $149,703 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $145,956 | not reported in the loaded dataset | 2023 |
| Nicole Fergus | EMPLOYEE | $142,657 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $112,992 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $110,000 | not reported in the loaded dataset | 2023 |
| Kelly Press Inc | NONE | $109,189 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $85,771 | not reported in the loaded dataset | 2023 |
| Kathy L. James | EMPLOYEE | $72,596 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | NONE | $68,656 | not reported in the loaded dataset | 2023 |
| Ccaw Jv, LLC | NONE | $61,200 | not reported in the loaded dataset | 2023 |
| Andrea Gabaldon | EMPLOYEE | $59,856 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates | NONE | $59,826 | $0 | 2023 |
| Cynthia Dekeyser | EMPLOYEE | $56,637 | not reported in the loaded dataset | 2023 |
| Christine King | EMPLOYEE | $48,272 | not reported in the loaded dataset | 2023 |
| Steve Orozco | EMPLOYEE | $41,942 | not reported in the loaded dataset | 2023 |
| James Charles Matthews | NONE | $41,188 | not reported in the loaded dataset | 2023 |
| Bmi Audit Services, LLC | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Lori Jasperson | NONE | $35,417 | not reported in the loaded dataset | 2023 |
| Uptodate | NONE | $31,563 | not reported in the loaded dataset | 2023 |
| Lora Holt | EMPLOYEE | $31,428 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $27,681 | $0 | 2023 |
| Segal Select Insurance | NONE | $0 | $27,039 | 2023 |
| American Well Corporation | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Tucker Arensberg Attorneys | NONE | $13,784 | not reported in the loaded dataset | 2023 |
| Sommers Fahrenbach Inc | NONE | $9,965 | not reported in the loaded dataset | 2023 |
| Bank Of Labor | NONE | $8,544 | not reported in the loaded dataset | 2023 |
| Michael J Carroll | TRUSTEE | $7,343 | not reported in the loaded dataset | 2023 |
| Ronnie Traxler | TRUSTEE | $6,281 | not reported in the loaded dataset | 2023 |
| Chris O'Neill | TRUSTEE | $6,091 | not reported in the loaded dataset | 2023 |
| The Nottingham Group | NONE | $5,461 | not reported in the loaded dataset | 2023 |
| Mission Electronics Inc | NONE | $5,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Boilermakers
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Cigna Health & Life Insurance Co. — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- American Strategic Value Realty — Schedule C compensation
- National Investment Services Of Ame — Schedule C compensation
- Invesco Advisors — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Ullico Investment Advisors — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Corbin Capital Partners, Lp — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Laura Phelps — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Bridget A. Hillebert — Schedule C compensation
- Delta Dental Of Kansas, Inc. — Schedule C compensation
- Blake & Uhlig, Pa — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Tonya M. Pavelac — Schedule C compensation
- Financial Counselors, Inc. — Schedule C compensation
- Brian Mcenroe — Schedule C compensation
- Rhonda Mahon — Schedule C compensation
- Mario Rodriguez — Schedule C compensation
- The Segal Company — Schedule C compensation
- Nicole Fergus — Schedule C compensation
- Express Scripts — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Kelly Press Inc — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Kathy L. James — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- Ccaw Jv, LLC — Schedule C compensation
- Andrea Gabaldon — Schedule C compensation
- Parametric Portfolio Associates — Schedule C compensation
- Cynthia Dekeyser — Schedule C compensation
- Christine King — Schedule C compensation
- Steve Orozco — Schedule C compensation
- James Charles Matthews — Schedule C compensation
- Bmi Audit Services, LLC — Schedule C compensation
- Lori Jasperson — Schedule C compensation
- Uptodate — Schedule C compensation
- Lora Holt — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- American Well Corporation — Schedule C compensation
- Tucker Arensberg Attorneys — Schedule C compensation
- Sommers Fahrenbach Inc — Schedule C compensation
- Bank Of Labor — Schedule C compensation
- Michael J Carroll — Schedule C compensation
- Ronnie Traxler — Schedule C compensation
- Chris O'Neill — Schedule C compensation
- The Nottingham Group — Schedule C compensation
- Mission Electronics Inc — Schedule C compensation