# Bac Local Union 15 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/bac-local-union-15-welfare-fund-237386028-501

> Bac Local Union 15 Welfare Fund's Health & Welfare plan: 813 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bac Local Union 15 Welfare Fund

- **Sponsor EIN:** 237386028

- **Sponsor Address:** WILSON MCSHANE CORPORATION, KANSAS CITY, MO, 641909500

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 813

- **Total Assets:** $23.4M

## 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|813|$23.4M|$8.9M|$1.2M|

| 2023|711|$24.6M|$8.3M|$1.2M|

| 2022|724|$22.8M|$8.4M|$1.2M|

## 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|

| BLUE CROSS BLUE SHIELD|Other Service Provider|$683,815|—|$683,815|

| WILSON MCSHANE CORPORATION|Recordkeeper|$237,643|—|$237,643|

| EPLAN LLC|Other Service Provider|$137,914|—|$137,914|

| ARNOLD, NEWBOLD, SOLLARS & HOLLINS|ERISA Attorney|$112,451|—|$112,451|

| UNITED ACTUARIAL SERVICES|Actuary|$57,926|—|$57,926|

| CONSTRUCTION BENEFIT AUDIT CORP|Auditor|$54,128|—|$54,128|

| SEGAL SELECT INSURANCE SERVICES|Insurance Carrier|$41,453|—|$41,453|

| RUBINBROWN, LLP|Auditor|$30,600|—|$30,600|

| COMMERCE|Investment Advisor|$29,910|—|$29,910|

| SWORD HEALTH|Other Service Provider|$26,190|—|$26,190|

| PREFERRED HEALTH PROFESSIONALS|Other Service Provider|$11,360|—|$11,360|

| SAV-RX|Other Service Provider|$11,235|—|$11,235|

| SEGAL ADVISORS|Investment Advisor|$10,500|—|$10,500|

| IRON MOUNTAIN|Other Service Provider|$9,802|—|$9,802|

| INTERNATIONAL FOUNDATION OF EE BENE|Other Service Provider|$7,298|—|$7,298|

| US DEPARTMENT OF TREASURY|Other Service Provider|$5,181|—|$5,181|

### Verified Provider Profiles

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

- [RUBINBROWN, LLP](https://planprovider.pro/provider/rubinbrown-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,467,406

- **Estimated Expense Ratio:** 6.270% 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|$1,193,194|$40,410|$430,446|$84,728|—|

| 2023|$1,367,965|$36,234|$994,551|$29,050|—|

| 2022|$1,313,476|$31,733|$1,030,209|—|$210,139|

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