Bac #1 Supplemental Retirement Fund — Form 5500 plan (Board Of Trustees Of Bac Local 1 Supplemental Retirement 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 #1 Supplemental Retirement Fund is a benefit plan reported by Board Of Trustees Of Bac Local 1 Supplemental Retirement Fund under EIN 41-1868381 and plan number 001. The latest loaded filing year is 2023. The filing reports 378 participants and $13,706,680 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Bac Local 1 Supplemental Retirement Fund
- EIN
- 41-1868381
- Plan number
- 001
- Plan type
- 1
- Location
- Duluth, MN
- Latest filing year
- 2023
- Participants
- 378
- End-of-year plan assets
- $13,706,680
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 378 | H, C | 20241004090052NAL0011215185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,706,680
- Total liabilities (EOY)
- $20,796
- Net assets (EOY)
- $13,685,884
- Net assets (BOY)
- $11,871,415
Income & contributions
- Employer contributions
- $594,039
- Total contributions
- $594,039
- Total income / additions
- $2,466,097
Expenses & distributions
- Benefits paid
- $533,486
- Administrative expenses
- $118,142
- Total expenses
- $651,628
- Net increase / (decrease)
- $1,814,469
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mairs & Powers | NONE | $36,826 | $0 | 2023 |
| Milliman | NONE | $22,637 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $20,999 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane | NONE | $8,475 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Bac Local 1 Supplemental Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Duluth, MN
- Mairs & Powers — Schedule C compensation
- Milliman — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Wilson-Mcshane — Schedule C compensation