International Brotherhood Of Boilermakers Officers And Employees' Pension Plan — Form 5500 plan (Trustees Of The Intn'L Brotherhood Of Boilermakers Iron Ship Builders,)

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, International Brotherhood Of Boilermakers Officers And Employees' Pension Plan is a benefit plan reported by Trustees Of The Intn'L Brotherhood Of Boilermakers Iron Ship Builders, under EIN 48-6031851 and plan number 001. The latest loaded filing year is 2023. The filing reports 722 participants and $140,057,843 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of The Intn'L Brotherhood Of Boilermakers Iron Ship Builders,
EIN
48-6031851
Plan number
001
Plan type
1
Location
Kansas City, MO
Latest filing year
2023
Participants
722
End-of-year plan assets
$140,057,843

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023722H, C20241009172851NAL0038560866005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$140,057,843
Total liabilities (EOY)
$222,153
Net assets (EOY)
$139,835,690
Net assets (BOY)
$130,953,553

Income & contributions

Employer contributions
$8,537,075
Participant contributions
$1,601,400
Total contributions
$10,138,475
Total income / additions
$24,739,598

Expenses & distributions

Benefits paid
$15,164,281
Administrative expenses
$693,180
Total expenses
$15,857,461
Net increase / (decrease)
$8,882,137

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Segal Marco Advisors, Inc.NONE$206,476not reported in the loaded dataset2023
SegalNONE$129,378not reported in the loaded dataset2023
Bank Of LaborNONE$51,416not reported in the loaded dataset2023
Legacy Professionals LlpNONE$39,931not reported in the loaded dataset2023
Jp Morgan Investment Mgmt. Inc.NONE$36,027not reported in the loaded dataset2023
Blake & Uhlig, P.A.NONE$25,800not reported in the loaded dataset2023
Automatic Data ProcessingNONE$14,189not reported in the loaded dataset2023
Isolutions, Inc.NONE$13,598not reported in the loaded dataset2023
Pension Benefit Information LLCNONE$11,499not reported in the loaded dataset2023

Related Form 5500 pages