Plan Snapshot
- Plan Sponsor: Board Of Trustees Bac Local 15 Pension Fund
- Sponsor EIN: 436102453
- Sponsor Address: WILSON MCSHANE CORPORATION, KANSAS CITY, MO, 641909500
- Plan Type: DB
- Plan Number: 001
- Total Participants: 523
- Total Assets: $146.7M
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 | 523 | $146.7M | $5.4M | $0 |
| 2023 | 524 | $142.5M | $5.2M | $0 |
| 2022 | 554 | $128.2M | $5.2M | $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 |
|---|---|---|---|---|
| ULLICO/TRUST FUND ADVISORS | Investment Advisor | $165,932 | — | $165,932 |
| BLACKROCK INSTITUTIONAL TRUST CO | Investment Advisor | $132,585 | — | $132,585 |
| WILSON MCSHANE CORPORATION | Recordkeeper | $103,900 | — | $103,900 |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS | ERISA Attorney | $84,147 | — | $84,147 |
| CONSTRUCTION BENEFIT AUDIT CORP | Auditor | $50,351 | — | $50,351 |
| UNITED ACTUARIAL SERVICES | Actuary | $49,200 | — | $49,200 |
| PRUDENTIAL TRUST | Investment Advisor | $45,961 | — | $45,961 |
| COMMERCE TRUST COMPANY | Investment Advisor | $45,047 | — | $45,047 |
| JP MORGAN | Investment Advisor | $41,208 | — | $41,208 |
| ULLICO INFRASTRUCURE TAX EXEMPT FUN | Investment Advisor | $38,298 | — | $38,298 |
| SEGAL ADVISORS | Investment Advisor | $38,000 | — | $38,000 |
| BOYD WATTERSON | Investment Advisor | $37,579 | — | $37,579 |
| RUBINBROWN, LLP | Auditor | $31,181 | — | $31,181 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $20,741 | — | $20,741 |
| BRANDYWINE | Investment Advisor | $17,446 | — | $17,446 |
| HARRISON STREET | Investment Advisor | $11,488 | — | $11,488 |
| INTERNATIONAL FOUNDATION OF EE BENE | Other Service Provider | $9,400 | — | $9,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL TRUST — Investment Advisor
- RUBINBROWN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $922,464
- Estimated Expense Ratio: 0.629% 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 | $879,325 | $556,329 | $103,900 | $31,181 | — |
| 2023 | $955,982 | $565,457 | $99,303 | $27,300 | — |
| 2022 | $849,079 | $483,214 | $94,500 | — | $177,627 |