Plan Snapshot
- Plan Sponsor: Board Of Trustees Boilermaker-Blacksmith National
- Sponsor EIN: 486168020
- Sponsor Address: 12200 N AMBASSADOR DRIVE, KANSAS CITY, MO, 64163
- Plan Type: DB
- Total Participants: 27,660
- Total Assets: $7.5B
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 | 27,660 | $7.5B | $405.7M | $0 |
| 2023 | 28,958 | $7.8B | $376.9M | $0 |
| 2022 | 30,358 | $7.5B | $412.7M | $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 |
|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | Other Service Provider | $5,340,298 | — | $5,340,298 |
| PRUDENTIAL INSURANCE CO | Recordkeeper | $3,388,922 | — | $3,388,922 |
| H.I.G CAPITAL, LLC | Other Service Provider | $3,270,381 | — | $3,270,381 |
| THE UNION LABOR LIFE INSURANCE COMP | Recordkeeper | $2,718,940 | — | $2,718,940 |
| J.P.MORGAN CHASE BANK, N.A. | Recordkeeper | $2,165,770 | — | $2,165,770 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $2,158,026 | — | $2,158,026 |
| JP MORGAN INVESTMENT MGMT INC | Recordkeeper | $2,128,684 | — | $2,128,684 |
| TUCKER ARENSBERG | ERISA Attorney | $1,733,934 | — | $1,733,934 |
| MANULIFE INVESTMENT MANAGEMENT TIMB | Other Service Provider | $1,645,126 | — | $1,645,126 |
| FIRST RESERVE OLD CLEM GP, L.P. | Other Service Provider | $1,550,110 | $2,070 | $1,552,180 |
| PARTNERS GROUP | Other Service Provider | $1,426,225 | — | $1,426,225 |
| CARLYLE POWER PARTNERS II, L.P. | Other Service Provider | $1,370,534 | — | $1,370,534 |
| PARAMETRIC CLIFTON | Other Service Provider | $1,111,498 | — | $1,111,498 |
| AMERICAN STRATEGIC VALUE REALTY | Other Service Provider | $1,002,816 | — | $1,002,816 |
| TIMBERLAND INVESTMENT RESOURCES | Other Service Provider | $948,525 | — | $948,525 |
| KAYNE ANDERSON RUDNICK INVESTMENT | Other Service Provider | $746,524 | — | $746,524 |
| AQR CAPITAL MANAGEMENT | Other Service Provider | $704,246 | — | $704,246 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $653,371 | — | $653,371 |
| WESTERN ASSET MANAGEMENT | Other Service Provider | $602,611 | — | $602,611 |
| LSV ASSET MANAGEMENT | Other Service Provider | $567,830 | — | $567,830 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $564,752 | — | $564,752 |
| ENTRUST GLOBAL PARTNERS LLC | Other Service Provider | $540,289 | — | $540,289 |
| MARQUETTE ASSOCIATES | Other Service Provider | $466,667 | — | $466,667 |
| TCW INVESTMENT MANAGEMENT, LLC | Other Service Provider | $387,488 | — | $387,488 |
| MARIO RODRIGUEZ | Other Service Provider | $252,667 | — | $252,667 |
| THE SEGAL COMPANY (MW), INC | Other Service Provider | $251,958 | — | $251,958 |
| CHRISTINE KING | Other Service Provider | $231,430 | — | $231,430 |
| BNY MELLON | Other Service Provider | $195,741 | — | $195,741 |
| SEGAL SELECT INSURANCE | Other Service Provider | — | $162,810 | $162,810 |
| LAURA PHELPS | Other Service Provider | $119,293 | — | $119,293 |
| AMBASSADOR BUILDING LLC | Other Service Provider | $110,841 | — | $110,841 |
| REINHART BOERNER VAN DEUREN, S.C | Other Service Provider | $93,156 | — | $93,156 |
| CYNTHIA DEKEYSER | Other Service Provider | $92,663 | — | $92,663 |
| JAMES CHARLES MATTHEWS | Other Service Provider | $92,359 | — | $92,359 |
| BANK OF LABOR | Other Service Provider | $90,498 | — | $90,498 |
| MARGARET SHRIVER | Other Service Provider | $81,813 | — | $81,813 |
| CLIFTONLARSONALLEN LLP | Auditor | $80,461 | — | $80,461 |
| BRENDA BAKER | Other Service Provider | $73,379 | — | $73,379 |
| KATHY JAMES | Other Service Provider | $66,543 | — | $66,543 |
| ANDREA GABALDON | Other Service Provider | $55,661 | — | $55,661 |
| KELLY PRESS INC | Other Service Provider | $53,682 | — | $53,682 |
| LUMEN | Other Service Provider | $51,554 | — | $51,554 |
| STEVE OROZCO | Other Service Provider | $40,488 | — | $40,488 |
| CONVERGEONE, INC | Other Service Provider | $39,556 | — | $39,556 |
| BLAKE & UHLIG, PA | Other Service Provider | $19,749 | — | $19,749 |
| SEGAL MARCO ADVISORS INVESTMENT SOL | Other Service Provider | $14,000 | — | $14,000 |
| PASSAGEWAYS INC | Other Service Provider | $13,982 | — | $13,982 |
| MISSION ELECTRONICS INC | Other Service Provider | $11,613 | — | $11,613 |
| SOFTWAREONE | Other Service Provider | $11,341 | — | $11,341 |
| PREMIER TECHNOLOGY SOLUTIONS | Other Service Provider | $8,159 | — | $8,159 |
| ROBERT HUTSELL | Custodian / Trustee | $5,574 | — | $5,574 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO — Recordkeeper
- THE UNION LABOR LIFE INSURANCE COMP — Recordkeeper
- J.P.MORGAN CHASE BANK, N.A. — Recordkeeper
- JP MORGAN INVESTMENT MGMT INC — Recordkeeper
- TUCKER ARENSBERG — ERISA Attorney
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,516,608
- Estimated Expense Ratio: 0.528% 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 | $354,042,664 | $34,187,259 | $5,326,940 | $125,534 | — |
| 2023 | $44,726,963 | $31,352,634 | $5,408,339 | $102,840 | — |
| 2022 | $46,183,972 | $32,399,791 | $5,447,218 | — | $3,023,362 |