2023 Form 5500 filing — Boilermakers National Health & Welfare Fund
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 20241015084014NAL0029039153001) for Boilermakers National Health & Welfare Fund, reported by Board Of Trustees Of Boilermakers under EIN 36-6090694 and plan number 501. It reports 14,310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084014NAL0029039153001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Boilermakers
- EIN
- 36-6090694
- Plan number
- 501
- Location
- Kansas City, MO
- Participants
- 14,310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,237,021,017
- Total liabilities (EOY)
- $47,767,375
- Net assets (EOY)
- $1,189,253,642
- Employer contributions
- $141,637,852
- Participant contributions
- $32,132,720
- Total income / additions
- $271,806,411
- Benefits paid
- $172,746,899
- Administrative expenses
- $18,678,067
- Total expenses
- $191,424,966
- Net increase / (decrease)
- $80,381,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health & Life Insurance Co. | NONE | $7,144,462 | $0 |
| Wilson-Mcshane Corporation | NONE | $1,983,226 | not reported in the loaded dataset |
| American Strategic Value Realty | NONE | $786,291 | not reported in the loaded dataset |
| National Investment Services Of Ame | NONE | $762,947 | not reported in the loaded dataset |
| Invesco Advisors | NONE | $686,284 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $630,023 | not reported in the loaded dataset |
| Ullico Investment Advisors | NONE | $487,509 | not reported in the loaded dataset |
| Lazard Asset Management | NONE | $437,698 | $0 |
| Corbin Capital Partners, Lp | NONE | $368,304 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $347,239 | $0 |
| Laura Phelps | EMPLOYEE | $315,054 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $284,215 | not reported in the loaded dataset |
| Bridget A. Hillebert | EMPLOYEE | $269,108 | not reported in the loaded dataset |
| Delta Dental Of Kansas, Inc. | NONE | $240,107 | not reported in the loaded dataset |
| Blake & Uhlig, Pa | NONE | $196,864 | not reported in the loaded dataset |
| Great Lakes Advisors | NONE | $174,130 | not reported in the loaded dataset |
| Tonya M. Pavelac | EMPLOYEE | $167,001 | not reported in the loaded dataset |
| Financial Counselors, Inc. | NONE | $166,636 | $0 |
| Brian Mcenroe | EMPLOYEE | $157,742 | not reported in the loaded dataset |
| Rhonda Mahon | EMPLOYEE | $152,069 | not reported in the loaded dataset |
| Mario Rodriguez | EMPLOYEE | $149,703 | not reported in the loaded dataset |
| The Segal Company | NONE | $145,956 | not reported in the loaded dataset |
| Nicole Fergus | EMPLOYEE | $142,657 | not reported in the loaded dataset |
| Express Scripts | NONE | $112,992 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $110,000 | not reported in the loaded dataset |
| Kelly Press Inc | NONE | $109,189 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $85,771 | not reported in the loaded dataset |
| Kathy L. James | EMPLOYEE | $72,596 | not reported in the loaded dataset |
| Acadian Asset Management LLC | NONE | $68,656 | not reported in the loaded dataset |
| Ccaw Jv, LLC | NONE | $61,200 | not reported in the loaded dataset |
| Andrea Gabaldon | EMPLOYEE | $59,856 | not reported in the loaded dataset |
| Parametric Portfolio Associates | NONE | $59,826 | $0 |
| Cynthia Dekeyser | EMPLOYEE | $56,637 | not reported in the loaded dataset |
| Christine King | EMPLOYEE | $48,272 | not reported in the loaded dataset |
| Steve Orozco | EMPLOYEE | $41,942 | not reported in the loaded dataset |
| James Charles Matthews | NONE | $41,188 | not reported in the loaded dataset |
| Bmi Audit Services, LLC | NONE | $36,000 | not reported in the loaded dataset |
| Lori Jasperson | NONE | $35,417 | not reported in the loaded dataset |
| Uptodate | NONE | $31,563 | not reported in the loaded dataset |
| Lora Holt | EMPLOYEE | $31,428 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $27,681 | $0 |
| Segal Select Insurance | NONE | $0 | $27,039 |
| American Well Corporation | NONE | $23,000 | not reported in the loaded dataset |
| Tucker Arensberg Attorneys | NONE | $13,784 | not reported in the loaded dataset |
| Sommers Fahrenbach Inc | NONE | $9,965 | not reported in the loaded dataset |
| Bank Of Labor | NONE | $8,544 | not reported in the loaded dataset |
| Michael J Carroll | TRUSTEE | $7,343 | not reported in the loaded dataset |
| Ronnie Traxler | TRUSTEE | $6,281 | not reported in the loaded dataset |
| Chris O'Neill | TRUSTEE | $6,091 | not reported in the loaded dataset |
| The Nottingham Group | NONE | $5,461 | not reported in the loaded dataset |
| Mission Electronics Inc | NONE | $5,100 | not reported in the loaded dataset |