Bac Local Union 15 Pension Fund — Form 5500 plan (Board Of Trustees Bac Local 15 Pension Fund)
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, Bac Local Union 15 Pension Fund is a benefit plan reported by Board Of Trustees Bac Local 15 Pension Fund under EIN 43-6102453 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,703 participants and $142,485,463 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Bac Local 15 Pension Fund
- EIN
- 43-6102453
- Plan number
- 001
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 1,703
- End-of-year plan assets
- $142,485,463
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,703 | H, C | 20250109143911NAL0007045891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,485,463
- Total liabilities (EOY)
- $304,663
- Net assets (EOY)
- $142,180,800
- Net assets (BOY)
- $127,965,585
Income & contributions
- Employer contributions
- $5,214,331
- Total contributions
- $5,214,331
- Total income / additions
- $22,755,777
Expenses & distributions
- Benefits paid
- $7,584,580
- Administrative expenses
- $955,982
- Total expenses
- $8,540,562
- Net increase / (decrease)
- $14,215,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock Institutional Trust Co | INVESTMENT MANAGER | $164,370 | $0 | 2023 |
| Ullico/Trust Fund Advisors | INVESTMENT MANAGER | $161,454 | $0 | 2023 |
| Wilson Mcshane Corporation | TPA | $99,303 | not reported in the loaded dataset | 2023 |
| Arnold, Newbold, Sollars & Hollins | FUND ATTORNEY | $74,088 | not reported in the loaded dataset | 2023 |
| Prudential Trust | INVESTMENT MANAGER | $55,185 | $0 | 2023 |
| United Actuarial Services | FUND ACTUARY; CONSULTANT | $49,377 | not reported in the loaded dataset | 2023 |
| Construction Benefit Audit Corp | FIELD AUDITOR | $48,222 | not reported in the loaded dataset | 2023 |
| Jp Morgan | INVESTMENT MANAGER | $47,098 | not reported in the loaded dataset | 2023 |
| Ullico Infrastrucure Tax Exempt Fun | INVESTMENT MANAGER | $46,068 | $0 | 2023 |
| Boyd Watterson | INVESTMENT MANAGER | $42,238 | not reported in the loaded dataset | 2023 |
| Segal Advisors | INVESTMENT ADVISOR | $37,250 | not reported in the loaded dataset | 2023 |
| Rubinbrown, Llp | PLAN AUDITOR | $27,300 | not reported in the loaded dataset | 2023 |
| Commerce Trust Company | INVESTMENT MANAGER | $12,029 | not reported in the loaded dataset | 2023 |
| International Foundation Of Ee Bene | NONE | $10,375 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank N.A. | CUSTODIAN/INV MGR | $6,499 | $0 | 2023 |
| Brandywine | INVESTMENT MANAGER | $5,296 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $3,390 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Bac Local 15 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Blackrock Institutional Trust Co — Schedule C compensation
- Ullico/Trust Fund Advisors — Schedule C compensation
- Wilson Mcshane Corporation — Schedule C compensation
- Arnold, Newbold, Sollars & Hollins — Schedule C compensation
- Prudential Trust — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Construction Benefit Audit Corp — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Ullico Infrastrucure Tax Exempt Fun — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- Segal Advisors — Schedule C compensation
- Rubinbrown, Llp — Schedule C compensation
- Commerce Trust Company — Schedule C compensation
- International Foundation Of Ee Bene — Schedule C compensation
- Bmo Harris Bank N.A. — Schedule C compensation
- Brandywine — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation