2023 Form 5500 filing — Bac Local Union 15 Supplemental 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 20250109144323NAL0007049635001) for Bac Local Union 15 Supplemental Plan, reported by Board Of Trustees Bac Local 15 Pension Fund under EIN 43-6102453 and plan number 002. It reports 2,199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250109144323NAL0007049635001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Bac Local 15 Pension Fund
- EIN
- 43-6102453
- Plan number
- 002
- Location
- Kansas City, MO
- Participants
- 2,199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,753,410
- Total liabilities (EOY)
- $298,434
- Net assets (EOY)
- $60,454,976
- Employer contributions
- $1,880,004
- Total income / additions
- $8,607,498
- Benefits paid
- $2,738,859
- Administrative expenses
- $265,946
- Total expenses
- $3,004,805
- Net increase / (decrease)
- $5,602,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Loomis Sayles | INVESTMENT MANAGER | $77,860 | $0 |
| Wilson Mcshane Corporation | TPA | $73,499 | not reported in the loaded dataset |
| Arnold, Newbold, Sollars & Hollins | FUND ATTORNEY | $32,606 | not reported in the loaded dataset |
| Segal Advisors | INVESTMENT ADVISOR | $21,125 | not reported in the loaded dataset |
| Rubinbrown, Llp | PLAN AUDITOR | $19,900 | not reported in the loaded dataset |
| Construction Benefit Audit Corp | FIELD AUDITOR | $16,878 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | INVESTMENT MANAGER | $16,129 | $0 |
| United Actuarial Services | FUND ACTUARY; CONSULTANT | $6,700 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $1,249 | $0 |