Plan Snapshot
- Plan Sponsor: Board Of Trustees Boilermakers National Annuity
- Sponsor EIN: 481029345
- Sponsor Address: 12200 N AMBASSADOR DRIVE, KANSAS CITY, MO, 64163
- Plan Type: DC
- Total Participants: 27,657
- Total Assets: $1.3B
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 | 27,657 | $1.3B | $83.2M | $0 |
| 2023 | 18,034 | $1.3B | $82.6M | $0 |
| 2022 | 18,088 | $1.2B | $84.0M | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $62,119 | — | $62,119 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,119
- Estimated Expense Ratio: 0.005% 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 | $7,841,668 | $4,036,581 | $857,498 | $62,119 | — |
| 2023 | $7,231,926 | $3,774,220 | $850,430 | $61,530 | — |
| 2022 | $7,163,748 | $3,679,351 | $862,447 | — | $464,439 |