Bac Local Union 15 Supplemental Plan — 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 Supplemental Plan is a benefit plan reported by Board Of Trustees Bac Local 15 Pension Fund under EIN 43-6102453 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,199 participants and $60,753,410 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
- 002
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 2,199
- End-of-year plan assets
- $60,753,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,199 | H, C | 20250109144323NAL0007049635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,753,410
- Total liabilities (EOY)
- $298,434
- Net assets (EOY)
- $60,454,976
- Net assets (BOY)
- $54,852,283
Income & contributions
- Employer contributions
- $1,880,004
- Total contributions
- $1,880,004
- Total income / additions
- $8,607,498
Expenses & distributions
- Benefits paid
- $2,738,859
- Administrative expenses
- $265,946
- Total expenses
- $3,004,805
- Net increase / (decrease)
- $5,602,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Loomis Sayles | INVESTMENT MANAGER | $77,860 | $0 | 2023 |
| Wilson Mcshane Corporation | TPA | $73,499 | not reported in the loaded dataset | 2023 |
| Arnold, Newbold, Sollars & Hollins | FUND ATTORNEY | $32,606 | not reported in the loaded dataset | 2023 |
| Segal Advisors | INVESTMENT ADVISOR | $21,125 | not reported in the loaded dataset | 2023 |
| Rubinbrown, Llp | PLAN AUDITOR | $19,900 | not reported in the loaded dataset | 2023 |
| Construction Benefit Audit Corp | FIELD AUDITOR | $16,878 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | INVESTMENT MANAGER | $16,129 | $0 | 2023 |
| United Actuarial Services | FUND ACTUARY; CONSULTANT | $6,700 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $1,249 | $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
- Loomis Sayles — Schedule C compensation
- Wilson Mcshane Corporation — Schedule C compensation
- Arnold, Newbold, Sollars & Hollins — Schedule C compensation
- Segal Advisors — Schedule C compensation
- Rubinbrown, Llp — Schedule C compensation
- Construction Benefit Audit Corp — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation