# Board Of Trustees Bac Local 15 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-bac-local-15-pension-fund-436102453-001

> Board Of Trustees Bac Local 15 Pension Fund's DB plan: 523 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/empower) — Investment Advisor

- [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:** $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|

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