Bac Local No. 1 Washington Pension Trust — Form 5500 plan (Bac Local No. 1 Washington Pension Trust)
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 No. 1 Washington Pension Trust is a benefit plan reported by Bac Local No. 1 Washington Pension Trust under EIN 91-6091466 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,723 participants and $151,370,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bac Local No. 1 Washington Pension Trust
- EIN
- 91-6091466
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 1,723
- End-of-year plan assets
- $151,370,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,723 | H, C | 20241015121736NAL0049323376005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,370,439
- Total liabilities (EOY)
- $266,305
- Net assets (EOY)
- $151,104,134
- Net assets (BOY)
- $138,736,763
Income & contributions
- Employer contributions
- $8,147,079
- Total contributions
- $8,147,079
- Total income / additions
- $20,848,295
Expenses & distributions
- Benefits paid
- $7,266,395
- Administrative expenses
- $1,214,529
- Total expenses
- $8,480,924
- Net increase / (decrease)
- $12,367,371
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Washington Capital Management Inc | NONE | $204,901 | not reported in the loaded dataset | 2023 |
| Northwest Administrators, Inc. | NONE | $183,405 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management Us, Inc | NONE | $138,665 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company Lp | NONE | $103,053 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $97,500 | not reported in the loaded dataset | 2023 |
| Becker Capital Management | NONE | $64,912 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE | $62,308 | not reported in the loaded dataset | 2023 |
| Hamilton Lane | NONE | $54,486 | $0 | 2023 |
| Rael & Letson | NONE | $46,605 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $45,275 | not reported in the loaded dataset | 2023 |
| Propel Insurance | NONE | $40,407 | not reported in the loaded dataset | 2023 |
| Anastasi Moore & Martin | NONE | $23,545 | not reported in the loaded dataset | 2023 |
| Fred Alger Management Inc. | NONE | $20,874 | not reported in the loaded dataset | 2023 |
| Us Bank, N.A. | NONE | $19,385 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $13,934 | $0 | 2023 |
| Wells Fargo Bank, N.A. | NONE | $11,114 | not reported in the loaded dataset | 2023 |
| Ifebp | NONE | $5,795 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bac Local No. 1 Washington Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Washington Capital Management Inc — Schedule C compensation
- Northwest Administrators, Inc. — Schedule C compensation
- Rbc Global Asset Management Us, Inc — Schedule C compensation
- Loomis Sayles & Company Lp — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Becker Capital Management — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- Hamilton Lane — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Anastasi Moore & Martin — Schedule C compensation
- Fred Alger Management Inc. — Schedule C compensation
- Us Bank, N.A. — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation
- Ifebp — Schedule C compensation