2023 Form 5500 filing — Bac Local No. 1 Washington Pension Trust
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 20241015121736NAL0049323376005) for Bac Local No. 1 Washington Pension Trust, reported by Bac Local No. 1 Washington Pension Trust under EIN 91-6091466 and plan number 001. It reports 1,723 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121736NAL0049323376005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bac Local No. 1 Washington Pension Trust
- EIN
- 91-6091466
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 1,723
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,370,439
- Total liabilities (EOY)
- $266,305
- Net assets (EOY)
- $151,104,134
- Employer contributions
- $8,147,079
- Total income / additions
- $20,848,295
- Benefits paid
- $7,266,395
- Administrative expenses
- $1,214,529
- Total expenses
- $8,480,924
- Net increase / (decrease)
- $12,367,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Washington Capital Management Inc | NONE | $204,901 | not reported in the loaded dataset |
| Northwest Administrators, Inc. | NONE | $183,405 | not reported in the loaded dataset |
| Rbc Global Asset Management Us, Inc | NONE | $138,665 | not reported in the loaded dataset |
| Loomis Sayles & Company Lp | NONE | $103,053 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $97,500 | not reported in the loaded dataset |
| Becker Capital Management | NONE | $64,912 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE | $62,308 | not reported in the loaded dataset |
| Hamilton Lane | NONE | $54,486 | $0 |
| Rael & Letson | NONE | $46,605 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $45,275 | not reported in the loaded dataset |
| Propel Insurance | NONE | $40,407 | not reported in the loaded dataset |
| Anastasi Moore & Martin | NONE | $23,545 | not reported in the loaded dataset |
| Fred Alger Management Inc. | NONE | $20,874 | not reported in the loaded dataset |
| Us Bank, N.A. | NONE | $19,385 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $13,934 | $0 |
| Wells Fargo Bank, N.A. | NONE | $11,114 | not reported in the loaded dataset |
| Ifebp | NONE | $5,795 | not reported in the loaded dataset |