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: DC
- Plan Number: 002
- Total Participants: 674
- Total Assets: $63.0M
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 | 674 | $63.0M | $1.9M | $0 |
| 2023 | 674 | $60.8M | $1.9M | $0 |
| 2022 | 742 | $55.1M | $1.7M | $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 |
|---|---|---|---|---|
| LOOMIS SAYLES | Investment Advisor | $80,580 | — | $80,580 |
| WILSON MCSHANE CORPORATION | Recordkeeper | $76,489 | — | $76,489 |
| ARNOLD, NEWBOLD, SOLLARS & HOLLINS | ERISA Attorney | $24,332 | — | $24,332 |
| SEGAL ADVISORS | Investment Advisor | $21,500 | — | $21,500 |
| RUBINBROWN, LLP | Auditor | $20,900 | — | $20,900 |
| BLACKROCK INSTITUTIONAL TRUST CO | Investment Advisor | $18,078 | — | $18,078 |
| CONSTRUCTION BENEFIT AUDIT CORP | Auditor | $17,623 | — | $17,623 |
| COMMERCE TRUST | Investment Advisor | $7,428 | — | $7,428 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $266,930
- Estimated Expense Ratio: 0.424% 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 | $287,942 | $131,887 | $76,450 | $20,900 | — |
| 2023 | $265,946 | $115,114 | $73,499 | $19,900 | — |
| 2022 | $299,018 | $118,039 | $69,350 | — | $98,744 |