2023 Form 5500 filing — Bac Local Union 15 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 20250109144528NAL0025881106001) for Bac Local Union 15 Welfare Fund, reported by Bac Local Union 15 Welfare Fund under EIN 23-7386028 and plan number 501. It reports 917 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250109144528NAL0025881106001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bac Local Union 15 Welfare Fund
- EIN
- 23-7386028
- Plan number
- 501
- Location
- Kansas City, MO
- Participants
- 917
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,617,880
- Total liabilities (EOY)
- $1,370,927
- Net assets (EOY)
- $23,246,953
- Employer contributions
- $8,331,181
- Participant contributions
- $1,207,251
- Total income / additions
- $11,826,741
- Benefits paid
- $8,862,050
- Administrative expenses
- $1,367,965
- Total expenses
- $10,230,015
- Net increase / (decrease)
- $1,596,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $745,608 | not reported in the loaded dataset |
| Wilson Mcshane Corporation | TPA | $226,685 | not reported in the loaded dataset |
| Arnold, Newbold, Sollars & Hollins | FUND ATTORNEY | $110,491 | not reported in the loaded dataset |
| United Actuarial Services | FUND ACTUARY; CONSULTANT | $97,324 | not reported in the loaded dataset |
| Construction Benefit Audit Corp | FIELD AUDITOR | $50,633 | not reported in the loaded dataset |
| Rubinbrown, Llp | PLAN AUDITOR | $29,050 | not reported in the loaded dataset |
| Commerce | INVESTMENT MANAGER | $25,859 | not reported in the loaded dataset |
| Eplan LLC | NONE | $13,134 | not reported in the loaded dataset |
| Sav-Rx | NONE | $12,414 | not reported in the loaded dataset |
| Lee'S Printing Company | NONE | $12,344 | not reported in the loaded dataset |
| Segal Advisors | INVESTMENT ADVISOR | $10,375 | not reported in the loaded dataset |
| Preferred Health Professionals | NONE | $9,844 | not reported in the loaded dataset |
| Iron Mountain | NONE | $7,868 | not reported in the loaded dataset |
| International Foundation Of Ee Bene | NONE | $6,274 | not reported in the loaded dataset |
| Segal Select Insurance Services | INSURANCE BROKER | $1,249 | $0 |
| Bmo Harris Bank N.A. | CUSTODIAN/INV MGR | $97 | $0 |