2023 Form 5500 filing — International Brotherhood Of Boilermakers Officers And Employees' Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009172851NAL0038560866005) for International Brotherhood Of Boilermakers Officers And Employees' Pension Plan, reported by Trustees Of The Intn'L Brotherhood Of Boilermakers Iron Ship Builders, under EIN 48-6031851 and plan number 001. It reports 722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009172851NAL0038560866005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Intn'L Brotherhood Of Boilermakers Iron Ship Builders,
- EIN
- 48-6031851
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $140,057,843
- Total liabilities (EOY)
- $222,153
- Net assets (EOY)
- $139,835,690
- Employer contributions
- $8,537,075
- Participant contributions
- $1,601,400
- Total income / additions
- $24,739,598
- Benefits paid
- $15,164,281
- Administrative expenses
- $693,180
- Total expenses
- $15,857,461
- Net increase / (decrease)
- $8,882,137
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Marco Advisors, Inc. | NONE | $206,476 | not reported in the loaded dataset |
| Segal | NONE | $129,378 | not reported in the loaded dataset |
| Bank Of Labor | NONE | $51,416 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $39,931 | not reported in the loaded dataset |
| Jp Morgan Investment Mgmt. Inc. | NONE | $36,027 | not reported in the loaded dataset |
| Blake & Uhlig, P.A. | NONE | $25,800 | not reported in the loaded dataset |
| Automatic Data Processing | NONE | $14,189 | not reported in the loaded dataset |
| Isolutions, Inc. | NONE | $13,598 | not reported in the loaded dataset |
| Pension Benefit Information LLC | NONE | $11,499 | not reported in the loaded dataset |