2023 Form 5500 filing — Bac Local Union 15 Pension 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 20250109143911NAL0007045891001) for Bac Local Union 15 Pension Fund, reported by Board Of Trustees Bac Local 15 Pension Fund under EIN 43-6102453 and plan number 001. It reports 1,703 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250109143911NAL0007045891001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Bac Local 15 Pension Fund
- EIN
- 43-6102453
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 1,703
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,485,463
- Total liabilities (EOY)
- $304,663
- Net assets (EOY)
- $142,180,800
- Employer contributions
- $5,214,331
- Total income / additions
- $22,755,777
- Benefits paid
- $7,584,580
- Administrative expenses
- $955,982
- Total expenses
- $8,540,562
- Net increase / (decrease)
- $14,215,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Institutional Trust Co | INVESTMENT MANAGER | $164,370 | $0 |
| Ullico/Trust Fund Advisors | INVESTMENT MANAGER | $161,454 | $0 |
| Wilson Mcshane Corporation | TPA | $99,303 | not reported in the loaded dataset |
| Arnold, Newbold, Sollars & Hollins | FUND ATTORNEY | $74,088 | not reported in the loaded dataset |
| Prudential Trust | INVESTMENT MANAGER | $55,185 | $0 |
| United Actuarial Services | FUND ACTUARY; CONSULTANT | $49,377 | not reported in the loaded dataset |
| Construction Benefit Audit Corp | FIELD AUDITOR | $48,222 | not reported in the loaded dataset |
| Jp Morgan | INVESTMENT MANAGER | $47,098 | not reported in the loaded dataset |
| Ullico Infrastrucure Tax Exempt Fun | INVESTMENT MANAGER | $46,068 | $0 |
| Boyd Watterson | INVESTMENT MANAGER | $42,238 | not reported in the loaded dataset |
| Segal Advisors | INVESTMENT ADVISOR | $37,250 | not reported in the loaded dataset |
| Rubinbrown, Llp | PLAN AUDITOR | $27,300 | not reported in the loaded dataset |
| Commerce Trust Company | INVESTMENT MANAGER | $12,029 | not reported in the loaded dataset |
| International Foundation Of Ee Bene | NONE | $10,375 | not reported in the loaded dataset |
| Bmo Harris Bank N.A. | CUSTODIAN/INV MGR | $6,499 | $0 |
| Brandywine | INVESTMENT MANAGER | $5,296 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $3,390 | $0 |