Bac - Salaried Employees Pension Plan — Form 5500 plan (Bd Of Trustees Iubac Salaried Empl Pen 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, Bac - Salaried Employees Pension Plan is a benefit plan reported by Bd Of Trustees Iubac Salaried Empl Pen Plan under EIN 47-2695752 and plan number 001. The latest loaded filing year is 2023. The filing reports 590 participants and $194,393,337 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Iubac Salaried Empl Pen Plan
- EIN
- 47-2695752
- Plan number
- 001
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 590
- End-of-year plan assets
- $194,393,337
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 590 | H, C | 20240930160608NAL0005939137004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $194,393,337
- Total liabilities (EOY)
- $129,827
- Net assets (EOY)
- $194,263,510
- Net assets (BOY)
- $175,608,793
Income & contributions
- Employer contributions
- $12,381,424
- Participant contributions
- $664,639
- Total contributions
- $13,046,063
- Total income / additions
- $33,771,986
Expenses & distributions
- Benefits paid
- $14,293,898
- Administrative expenses
- $823,371
- Total expenses
- $15,117,269
- Net increase / (decrease)
- $18,654,717
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iubac | AFFILIATE | $416,478 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital | NONE | $80,421 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates, Inc. | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $55,277 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $32,750 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Co. | NONE | $29,016 | $0 | 2023 |
| New Tower Trust Company | NONE | $13,992 | $0 | 2023 |
| O'Dwyer & Bernstien, Llp | NONE | $11,250 | not reported in the loaded dataset | 2023 |
| Investment Performance Services, Ll | NONE | $10,469 | $0 | 2023 |
| Comerica Bank | NONE | $10,035 | $0 | 2023 |
| Fuiman Moglia, Llp | NONE | $5,943 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Iubac Salaried Empl Pen Plan
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Iubac — Schedule C compensation
- Arrowstreet Capital — Schedule C compensation
- Alan D. Biller & Associates, Inc. — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- The Union Labor Life Insurance Co. — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- O'Dwyer & Bernstien, Llp — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Fuiman Moglia, Llp — Schedule C compensation