2023 Form 5500 filing — B.A.C. Local No. 3 Pension 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 20250407202508NAL0027887216001) for B.A.C. Local No. 3 Pension Plan, reported by Board Of Trustees, B.A.C. Local No. 3 Pension Trust under EIN 90-0888690 and plan number 001. It reports 1,806 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407202508NAL0027887216001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, B.A.C. Local No. 3 Pension Trust
- EIN
- 90-0888690
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 1,806
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $178,376,853
- Total liabilities (EOY)
- $174,203
- Net assets (EOY)
- $178,202,650
- Employer contributions
- $6,695,589
- Total income / additions
- $21,718,521
- Benefits paid
- $9,953,602
- Administrative expenses
- $1,039,309
- Total expenses
- $10,992,911
- Net increase / (decrease)
- $10,725,610
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Inc. | NONE | $225,842 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $85,449 | $0 |
| Investment Performance Services | NONE | $82,500 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $73,183 | not reported in the loaded dataset |
| Rbc Global Asset Management | NONE | $64,780 | $0 |
| Nwps | NONE | $55,494 | not reported in the loaded dataset |
| American Realty Advisors LLC | NONE | $51,425 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $49,000 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $40,807 | not reported in the loaded dataset |
| Great Lake Advisors | NONE | $37,772 | not reported in the loaded dataset |
| U.S. Bank | NONE | $28,027 | $0 |
| Victory Capital Management | NONE | $28,000 | $0 |
| Chartwell Investment Services | NONE | $26,285 | not reported in the loaded dataset |
| Fred Alger Management LLC | NONE | $26,065 | $0 |
| Withum Smith & Brown | NONE | $18,732 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $11,607 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $5,000 | not reported in the loaded dataset |