2023 Form 5500 filing — Boilermaker-Blacksmith National 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 20241015185342NAL0057757730001) for Boilermaker-Blacksmith National Pension Trust, reported by Board Of Trustees Boilermaker-Blacksmith National under EIN 48-6168020 and plan number 001. It reports 83,190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185342NAL0057757730001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Boilermaker-Blacksmith National
- EIN
- 48-6168020
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 83,190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,787,453,474
- Total liabilities (EOY)
- $395,497,880
- Net assets (EOY)
- $7,391,955,594
- Employer contributions
- $376,865,043
- Total income / additions
- $1,215,706,492
- Benefits paid
- $840,172,600
- Administrative expenses
- $44,726,963
- Total expenses
- $884,899,563
- Net increase / (decrease)
- $330,806,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $5,385,066 | not reported in the loaded dataset |
| Prudential Insurance Co | NONE | $3,908,419 | $0 |
| J.P.Morgan Chase Bank, N.A. | NONE | $2,844,183 | not reported in the loaded dataset |
| The Union Labor Life Insurance Comp | NONE | $2,606,118 | $0 |
| Acadian Asset Management LLC | NONE | $2,058,451 | not reported in the loaded dataset |
| Jp Morgan Investment Mgmt Inc | NONE | $1,952,074 | not reported in the loaded dataset |
| Manulife Investment Management Timb | NONE | $1,772,182 | not reported in the loaded dataset |
| First Reserve Old Clem Gp, L.P. | NONE | $1,617,157 | $4,303 |
| H.I.G Capital, LLC | NONE | $1,453,442 | not reported in the loaded dataset |
| Tucker Arensberg | NONE | $1,282,874 | not reported in the loaded dataset |
| Parametric Clifton | NONE | $1,054,618 | not reported in the loaded dataset |
| Timberland Investment Resources | NONE | $886,439 | $0 |
| Entrust Global Partners LLC | NONE | $837,446 | $0 |
| Carlyle Power Partners Ii, L.P. | NONE | $734,516 | $0 |
| Aqr Capital Management | NONE | $643,463 | not reported in the loaded dataset |
| Western Asset Management | NONE | $624,488 | not reported in the loaded dataset |
| Kayne Anderson Rudnick Investment | NONE | $607,094 | $0 |
| Blackrock Institutional Trust Co | NONE | $579,838 | $0 |
| Partners Group | NONE | $567,979 | $0 |
| Loomis Sayles Trust Company | NONE | $536,251 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $502,594 | not reported in the loaded dataset |
| American Strategic Value Realty | NONE | $439,210 | not reported in the loaded dataset |
| Marquette Associates | NONE | $425,000 | not reported in the loaded dataset |
| Tcw Investment Management, LLC | NONE | $364,168 | $0 |
| The Segal Company | NONE | $332,722 | not reported in the loaded dataset |
| Mario Rodriguez | EMPLOYEE | $287,990 | not reported in the loaded dataset |
| Christine King | EMPLOYEE | $237,873 | not reported in the loaded dataset |
| Bny Mellon | NONE | $183,749 | $0 |
| Blake & Uhlig, Pa | NONE | $181,227 | not reported in the loaded dataset |
| James Charles Matthews | NONE | $175,478 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $0 | $135,155 |
| Cedarhurst Associates LLC | NONE | $126,530 | not reported in the loaded dataset |
| Laura Phelps | EMPLOYEE | $119,761 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $109,702 | not reported in the loaded dataset |
| Cynthia Dekeyser | EMPLOYEE | $108,523 | not reported in the loaded dataset |
| Margaret Shriver | EMPLOYEE | $108,143 | not reported in the loaded dataset |
| Brenda Baker | EMPLOYEE | $96,761 | not reported in the loaded dataset |
| Kathy James | EMPLOYEE | $70,311 | not reported in the loaded dataset |
| Andrea Gabaldon | EMPLOYEE | $57,947 | not reported in the loaded dataset |
| Kelly Press Inc | NONE | $55,652 | not reported in the loaded dataset |
| Stephanie Leiker | EMPLOYEE | $55,209 | not reported in the loaded dataset |
| Bank Of Labor | NONE | $41,568 | not reported in the loaded dataset |
| Steve Orozco | EMPLOYEE | $40,560 | not reported in the loaded dataset |
| Abrdn Inc | NONE | $34,645 | $0 |
| Lori Jasperson | NONE | $32,292 | not reported in the loaded dataset |
| Wesley Pedgen | NONE | $21,825 | not reported in the loaded dataset |
| Mission Electronics Inc | NONE | $18,852 | not reported in the loaded dataset |
| Withum Smith + Brown, Pc | NONE | $16,097 | not reported in the loaded dataset |
| Flynn Midwest Lp | NONE | $15,336 | not reported in the loaded dataset |
| Segal Marco Advisors Investment Sol | NONE | $13,000 | not reported in the loaded dataset |
| Steve Harbison | TRUSTEE | $5,471 | not reported in the loaded dataset |
| Mip Fund Accounting | NONE | $5,140 | not reported in the loaded dataset |