Boilermakers National Annuity Trust — Form 5500 plan (Board Of Trustees Boilermakers National Annuity)
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, Boilermakers National Annuity Trust is a benefit plan reported by Board Of Trustees Boilermakers National Annuity under EIN 48-1029345 and plan number 001. The latest loaded filing year is 2023. The filing reports 19,547 participants and $1,250,463,263 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Boilermakers National Annuity
- EIN
- 48-1029345
- Plan number
- 001
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 19,547
- End-of-year plan assets
- $1,250,463,263
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,547 | H, C | 20241015104552NAL0055632610001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,250,463,263
- Total liabilities (EOY)
- $47,834,513
- Net assets (EOY)
- $1,202,628,750
- Net assets (BOY)
- $1,089,786,449
Income & contributions
- Employer contributions
- $82,644,049
- Total contributions
- $82,644,049
- Total income / additions
- $203,771,552
Expenses & distributions
- Benefits paid
- $86,390,013
- Administrative expenses
- $7,231,926
- Total expenses
- $90,929,251
- Net increase / (decrease)
- $112,842,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson Mcshane Corporation | NONE | $1,071,389 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, National Assoc | NONE | $459,030 | not reported in the loaded dataset | 2023 |
| Bank Of Labor | NONE | $443,145 | not reported in the loaded dataset | 2023 |
| Pgim Retirement Real Estate Fund Ii | NONE | $442,005 | not reported in the loaded dataset | 2023 |
| Principal Global Investors | NONE | $334,449 | $0 | 2023 |
| Mcmorgan & Co. | NONE | $316,361 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $288,873 | not reported in the loaded dataset | 2023 |
| Ts&W | NONE | $265,915 | $0 | 2023 |
| Blackrock Institutional Trust Compa | NONE | $254,921 | $0 | 2023 |
| Jp Morgan Investment Management Inc | NONE | $239,098 | not reported in the loaded dataset | 2023 |
| Callan & Associates, Inc. | NONE | $212,926 | not reported in the loaded dataset | 2023 |
| Christine King | EMPLOYEE | $190,610 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors, LLC | NONE | $147,620 | not reported in the loaded dataset | 2023 |
| Mario Rodriguez | EMPLOYEE | $139,452 | not reported in the loaded dataset | 2023 |
| Pgim Quantitative Solutions LLC | NONE | $126,821 | not reported in the loaded dataset | 2023 |
| Parametric Clifton | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Kathy James | EMPLOYEE | $70,282 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $66,143 | not reported in the loaded dataset | 2023 |
| Margaret L Shriver | EMPLOYEE | $66,026 | not reported in the loaded dataset | 2023 |
| Brenda Baker | EMPLOYEE | $59,079 | not reported in the loaded dataset | 2023 |
| Andrea Gabaldon | EMPLOYEE | $57,918 | not reported in the loaded dataset | 2023 |
| Cynthia A Dekeyser | EMPLOYEE | $52,115 | not reported in the loaded dataset | 2023 |
| Laura Phelps | EMPLOYEE | $48,704 | not reported in the loaded dataset | 2023 |
| Kelly Press, Inc | NONE | $48,545 | not reported in the loaded dataset | 2023 |
| Steve Orozco | EMPLOYEE | $40,531 | not reported in the loaded dataset | 2023 |
| Stephanie Leiker | EMPLOYEE | $33,690 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig, Pa | NONE | $32,689 | not reported in the loaded dataset | 2023 |
| Lori Jasperson | NONE | $32,292 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $27,994 | not reported in the loaded dataset | 2023 |
| James Charles Matthews | NONE | $27,845 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $0 | $24,773 | 2023 |
| State Street Global Advisors | NONE | $21,153 | $0 | 2023 |
| Xernox Financial | NONE | $9,812 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $9,444 | $0 | 2023 |
| Gary Powers | TRUSTEE | $5,970 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Boilermakers National Annuity
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Wilson Mcshane Corporation — Schedule C compensation
- Jpmorgan Chase Bank, National Assoc — Schedule C compensation
- Bank Of Labor — Schedule C compensation
- Pgim Retirement Real Estate Fund Ii — Schedule C compensation
- Principal Global Investors — Schedule C compensation
- Mcmorgan & Co. — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Ts&W — Schedule C compensation
- Blackrock Institutional Trust Compa — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Callan & Associates, Inc. — Schedule C compensation
- Christine King — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- Mario Rodriguez — Schedule C compensation
- Pgim Quantitative Solutions LLC — Schedule C compensation
- Parametric Clifton — Schedule C compensation
- Kathy James — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Margaret L Shriver — Schedule C compensation
- Brenda Baker — Schedule C compensation
- Andrea Gabaldon — Schedule C compensation
- Cynthia A Dekeyser — Schedule C compensation
- Laura Phelps — Schedule C compensation
- Kelly Press, Inc — Schedule C compensation
- Steve Orozco — Schedule C compensation
- Stephanie Leiker — Schedule C compensation
- Blake & Uhlig, Pa — Schedule C compensation
- Lori Jasperson — Schedule C compensation
- The Segal Company — Schedule C compensation
- James Charles Matthews — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Xernox Financial — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Gary Powers — Schedule C compensation