B.A.C. Local No. 3 Defined Contribution Pension Plan — Form 5500 plan (Board Of Trustees, B.A.C. Local 3 Pension Trust 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, B.A.C. Local No. 3 Defined Contribution Pension Plan is a benefit plan reported by Board Of Trustees, B.A.C. Local 3 Pension Trust Fund under EIN 90-0888690 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,099 participants and $121,550,430 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, B.A.C. Local 3 Pension Trust Fund
- EIN
- 90-0888690
- Plan number
- 002
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 3,099
- End-of-year plan assets
- $121,550,430
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,099 | H, C | 20250327165504NAL0027048208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,550,430
- Total liabilities (EOY)
- $165,847
- Net assets (EOY)
- $121,384,583
- Net assets (BOY)
- $111,730,622
Income & contributions
- Employer contributions
- $3,152,372
- Total contributions
- $3,152,372
- Total income / additions
- $16,524,152
Expenses & distributions
- Benefits paid
- $6,285,353
- Administrative expenses
- $584,838
- Total expenses
- $6,870,191
- Net increase / (decrease)
- $9,653,961
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Chartwell Investment Partners Lp | NONE | $61,872 | not reported in the loaded dataset | 2023 |
| Benesys Inc. | NONE | $59,654 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $59,487 | $0 | 2023 |
| Investment Performance Services | NONE | $53,750 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $49,706 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management | NONE | $47,948 | $0 | 2023 |
| Kraw Law Group | NONE | $47,037 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors LLC | NONE | $32,831 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Victory Capital Management | NONE | $24,427 | $0 | 2023 |
| American Realty Advisors | NONE | $23,134 | not reported in the loaded dataset | 2023 |
| Fred Alger Management LLC | NONE | $17,404 | $0 | 2023 |
| Withum Smith & Brown | NONE | $16,234 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $12,222 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, B.A.C. Local 3 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Chartwell Investment Partners Lp — Schedule C compensation
- Benesys Inc. — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Great Lakes Advisors LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Fred Alger Management LLC — Schedule C compensation
- Withum Smith & Brown — Schedule C compensation
- U.S. Bank — Schedule C compensation