B.A.C. Local No. 3 Pension Plan — Form 5500 plan (Board Of Trustees, B.A.C. Local No. 3 Pension Trust)
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, B.A.C. Local No. 3 Pension Plan is a benefit plan reported by Board Of Trustees, B.A.C. Local No. 3 Pension Trust under EIN 90-0888690 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,806 participants and $178,376,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, B.A.C. Local No. 3 Pension Trust
- EIN
- 90-0888690
- Plan number
- 001
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 1,806
- End-of-year plan assets
- $178,376,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,806 | H, C | 20250407202508NAL0027887216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $178,376,853
- Total liabilities (EOY)
- $174,203
- Net assets (EOY)
- $178,202,650
- Net assets (BOY)
- $167,477,040
Income & contributions
- Employer contributions
- $6,695,589
- Total contributions
- $6,695,589
- Total income / additions
- $21,718,521
Expenses & distributions
- Benefits paid
- $9,953,602
- Administrative expenses
- $1,039,309
- Total expenses
- $10,992,911
- Net increase / (decrease)
- $10,725,610
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Inc. | NONE | $225,842 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $85,449 | $0 | 2023 |
| Investment Performance Services | NONE | $82,500 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $73,183 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management | NONE | $64,780 | $0 | 2023 |
| Nwps | NONE | $55,494 | not reported in the loaded dataset | 2023 |
| American Realty Advisors LLC | NONE | $51,425 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $49,000 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $40,807 | not reported in the loaded dataset | 2023 |
| Great Lake Advisors | NONE | $37,772 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $28,027 | $0 | 2023 |
| Victory Capital Management | NONE | $28,000 | $0 | 2023 |
| Chartwell Investment Services | NONE | $26,285 | not reported in the loaded dataset | 2023 |
| Fred Alger Management LLC | NONE | $26,065 | $0 | 2023 |
| Withum Smith & Brown | NONE | $18,732 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $11,607 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, B.A.C. Local No. 3 Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys Inc. — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- Nwps — Schedule C compensation
- American Realty Advisors LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Great Lake Advisors — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Chartwell Investment Services — Schedule C compensation
- Fred Alger Management LLC — Schedule C compensation
- Withum Smith & Brown — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation