# Board Of Trustees Boilermaker-Blacksmith National DB Plan Source: https://planprovider.pro/companies/board-of-trustees-boilermaker-blacksmith-national-plan > Board Of Trustees Boilermaker-Blacksmith National's DB plan: 27,660 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 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|NONE|$5,340,298|—|$5,340,298| | PRUDENTIAL INSURANCE CO|NONE|$3,388,922|—|$3,388,922| | H.I.G CAPITAL, LLC|NONE|$3,270,381|—|$3,270,381| | THE UNION LABOR LIFE INSURANCE COMP|NONE|$2,718,940|—|$2,718,940| | J.P.MORGAN CHASE BANK, N.A.|NONE|$2,165,770|—|$2,165,770| | ACADIAN ASSET MANAGEMENT LLC|NONE|$2,158,026|—|$2,158,026| | JP MORGAN INVESTMENT MGMT INC|NONE|$2,128,684|—|$2,128,684| | TUCKER ARENSBERG|NONE|$1,733,934|—|$1,733,934| | MANULIFE INVESTMENT MANAGEMENT TIMB|NONE|$1,645,126|—|$1,645,126| | FIRST RESERVE OLD CLEM GP, L.P.|NONE|$1,550,110|$2,070|$1,552,180| | PARTNERS GROUP|NONE|$1,426,225|—|$1,426,225| | CARLYLE POWER PARTNERS II, L.P.|NONE|$1,370,534|—|$1,370,534| | PARAMETRIC CLIFTON|NONE|$1,111,498|—|$1,111,498| | AMERICAN STRATEGIC VALUE REALTY|NONE|$1,002,816|—|$1,002,816| | TIMBERLAND INVESTMENT RESOURCES|NONE|$948,525|—|$948,525| | KAYNE ANDERSON RUDNICK INVESTMENT|NONE|$746,524|—|$746,524| | AQR CAPITAL MANAGEMENT|NONE|$704,246|—|$704,246| | BLACKROCK INSTITUTIONAL TRUST CO|NONE|$653,371|—|$653,371| | WESTERN ASSET MANAGEMENT|NONE|$602,611|—|$602,611| | LSV ASSET MANAGEMENT|NONE|$567,830|—|$567,830| | LOOMIS SAYLES TRUST COMPANY|NONE|$564,752|—|$564,752| | ENTRUST GLOBAL PARTNERS LLC|NONE|$540,289|—|$540,289| | MARQUETTE ASSOCIATES|NONE|$466,667|—|$466,667| | TCW INVESTMENT MANAGEMENT, LLC|NONE|$387,488|—|$387,488| | MARIO RODRIGUEZ|EMPLOYEE|$252,667|—|$252,667| | THE SEGAL COMPANY (MW), INC|NONE|$251,958|—|$251,958| | CHRISTINE KING|EMPLOYEE|$231,430|—|$231,430| | BNY MELLON|NONE|$195,741|—|$195,741| | SEGAL SELECT INSURANCE|NONE|—|$162,810|$162,810| | LAURA PHELPS|EMPLOYEE|$119,293|—|$119,293| | AMBASSADOR BUILDING LLC|NONE|$110,841|—|$110,841| | REINHART BOERNER VAN DEUREN, S.C|NONE|$93,156|—|$93,156| | CYNTHIA DEKEYSER|EMPLOYEE|$92,663|—|$92,663| | JAMES CHARLES MATTHEWS|NONE|$92,359|—|$92,359| | BANK OF LABOR|NONE|$90,498|—|$90,498| | MARGARET SHRIVER|EMPLOYEE|$81,813|—|$81,813| | CLIFTONLARSONALLEN LLP|NONE|$80,461|—|$80,461| | BRENDA BAKER|EMPLOYEE|$73,379|—|$73,379| | KATHY JAMES|EMPLOYEE|$66,543|—|$66,543| | ANDREA GABALDON|EMPLOYEE|$55,661|—|$55,661| | KELLY PRESS INC|NONE|$53,682|—|$53,682| | LUMEN|NONE|$51,554|—|$51,554| | STEVE OROZCO|EMPLOYEE|$40,488|—|$40,488| | CONVERGEONE, INC|NONE|$39,556|—|$39,556| | BLAKE & UHLIG, PA|NONE|$19,749|—|$19,749| | SEGAL MARCO ADVISORS INVESTMENT SOL|NONE|$14,000|—|$14,000| | PASSAGEWAYS INC|NONE|$13,982|—|$13,982| | MISSION ELECTRONICS INC|NONE|$11,613|—|$11,613| | SOFTWAREONE|NONE|$11,341|—|$11,341| | PREMIER TECHNOLOGY SOLUTIONS|NONE|$8,159|—|$8,159| | ROBERT HUTSELL|TRUSTEE|$5,574|—|$5,574| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [PRUDENTIAL INSURANCE CO](https://planprovider.pro/provider/empower) — NONE - [H.I.G CAPITAL, LLC](https://planprovider.pro/provider/basic-capital) — NONE - [THE UNION LABOR LIFE INSURANCE COMP](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE - [J.P.MORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE - [JP MORGAN INVESTMENT MGMT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE - [TUCKER ARENSBERG](https://planprovider.pro/provider/tucker-arensberg-pc) — NONE - [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE ## 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| ## Similar Plans - 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