# B/O/T United Association National Pension Fund DB Plan
Source: https://planprovider.pro/companies/b-o-t-united-association-national-pension-fund-plan

> B/O/T United Association National Pension Fund's DB plan: 88,454 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** B/O/T United Association National Pension Fund

- **Sponsor EIN:** 526152779

- **Sponsor Address:** 103 ORONOCO STREET, ALEXANDRIA, VA, 223142015

- **Plan Type:** DB

- **Total Participants:** 88,454

- **Total Assets:** $7.1B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|88,454|$7.1B|$0|$0|

| 2023|84,317|$6.7B|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CALIBRE CPA GROUP, PLLC|Auditor|$164,697|—|$164,697|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $164,697

- **Estimated Expense Ratio:** 0.002% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$46,181,513|$14,533,782|—|$164,697|—|

| 2023|$47,068,239|$16,832,969|—|—|$2,828,487|

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