Bac Local Union 15 Welfare Fund — Form 5500 plan (Bac Local Union 15 Welfare Fund)
Plain-English plan 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, Bac Local Union 15 Welfare Fund is a benefit plan reported by Bac Local Union 15 Welfare Fund under EIN 23-7386028 and plan number 501. The latest loaded filing year is 2023. The filing reports 917 participants and $24,617,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bac Local Union 15 Welfare Fund
- EIN
- 23-7386028
- Plan number
- 501
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 917
- End-of-year plan assets
- $24,617,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 917 | H, C | 20250109144528NAL0025881106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,617,880
- Total liabilities (EOY)
- $1,370,927
- Net assets (EOY)
- $23,246,953
- Net assets (BOY)
- $21,650,227
Income & contributions
- Employer contributions
- $8,331,181
- Participant contributions
- $1,207,251
- Total contributions
- $9,632,990
- Total income / additions
- $11,826,741
Expenses & distributions
- Benefits paid
- $8,862,050
- Administrative expenses
- $1,367,965
- Total expenses
- $10,230,015
- Net increase / (decrease)
- $1,596,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $745,608 | not reported in the loaded dataset | 2023 |
| Wilson Mcshane Corporation | TPA | $226,685 | not reported in the loaded dataset | 2023 |
| Arnold, Newbold, Sollars & Hollins | FUND ATTORNEY | $110,491 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | FUND ACTUARY; CONSULTANT | $97,324 | not reported in the loaded dataset | 2023 |
| Construction Benefit Audit Corp | FIELD AUDITOR | $50,633 | not reported in the loaded dataset | 2023 |
| Rubinbrown, Llp | PLAN AUDITOR | $29,050 | not reported in the loaded dataset | 2023 |
| Commerce | INVESTMENT MANAGER | $25,859 | not reported in the loaded dataset | 2023 |
| Eplan LLC | NONE | $13,134 | not reported in the loaded dataset | 2023 |
| Sav-Rx | NONE | $12,414 | not reported in the loaded dataset | 2023 |
| Lee'S Printing Company | NONE | $12,344 | not reported in the loaded dataset | 2023 |
| Segal Advisors | INVESTMENT ADVISOR | $10,375 | not reported in the loaded dataset | 2023 |
| Preferred Health Professionals | NONE | $9,844 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $7,868 | not reported in the loaded dataset | 2023 |
| International Foundation Of Ee Bene | NONE | $6,274 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | INSURANCE BROKER | $1,249 | $0 | 2023 |
| Bmo Harris Bank N.A. | CUSTODIAN/INV MGR | $97 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bac Local Union 15 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Blue Cross Blue Shield — Schedule C compensation
- Wilson Mcshane Corporation — Schedule C compensation
- Arnold, Newbold, Sollars & Hollins — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Construction Benefit Audit Corp — Schedule C compensation
- Rubinbrown, Llp — Schedule C compensation
- Commerce — Schedule C compensation
- Eplan LLC — Schedule C compensation
- Sav-Rx — Schedule C compensation
- Lee'S Printing Company — Schedule C compensation
- Segal Advisors — Schedule C compensation
- Preferred Health Professionals — Schedule C compensation
- Iron Mountain — Schedule C compensation
- International Foundation Of Ee Bene — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Bmo Harris Bank N.A. — Schedule C compensation