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 |
|---|---|---|---|---|
| WILSON MCSHANE CORPORATION | Other Service Provider | $1,110,542 | — | $1,110,542 |
| BANK OF LABOR | Other Service Provider | $1,034,144 | — | $1,034,144 |
| JPMORGAN CHASE BANK, NATIONAL ASSOC | Recordkeeper | $544,197 | — | $544,197 |
| PGIM RETIREMENT REAL ESTATE FUND II | Other Service Provider | $412,297 | — | $412,297 |
| PRINCIPAL GLOBAL INVESTORS | Other Service Provider | $382,172 | — | $382,172 |
| CALLAN & ASSOCIATES, INC. | Other Service Provider | $345,000 | — | $345,000 |
| REINHART BOERNER VAN DEUREN, S.C. | Other Service Provider | $343,699 | — | $343,699 |
| MCMORGAN & CO. | Other Service Provider | $337,026 | — | $337,026 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $311,068 | — | $311,068 |
| TS&W | Other Service Provider | $304,918 | — | $304,918 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $295,663 | — | $295,663 |
| BLACKROCK INSTITUTIONAL TRUST COMPA | Other Service Provider | $276,475 | — | $276,475 |
| MARIO RODRIGUEZ | Other Service Provider | $252,667 | — | $252,667 |
| CHRISTINE KING | Other Service Provider | $231,430 | — | $231,430 |
| PGIM QUANTITATIVE SOLUTIONS LLC | Recordkeeper | $150,832 | — | $150,832 |
| LAURA PHELPS | Other Service Provider | $119,293 | — | $119,293 |
| CLIFTONLARSONALLEN LLP | Auditor | $107,192 | — | $107,192 |
| SEGAL BRYANT AND HAMILL | Other Service Provider | $93,690 | — | $93,690 |
| CYNTHIA A DEKEYSER | Other Service Provider | $92,663 | — | $92,663 |
| MARGARET L SHRIVER | Other Service Provider | $81,813 | — | $81,813 |
| THE SEGAL COMPANY | Other Service Provider | $77,584 | — | $77,584 |
| PARAMETRIC CLIFTON | Other Service Provider | $75,000 | — | $75,000 |
| BRENDA BAKER | Other Service Provider | $73,379 | — | $73,379 |
| KATHY JAMES | Other Service Provider | $66,543 | — | $66,543 |
| GREAT LAKES ADVISORS, LLC | Other Service Provider | $63,578 | — | $63,578 |
| ANDREA GABALDON | Other Service Provider | $55,661 | — | $55,661 |
| AMBASSADOR BUILDING LLC | Other Service Provider | $43,627 | — | $43,627 |
| STEVE OROZCO | Other Service Provider | $40,488 | — | $40,488 |
| JAMES CHARLES MATTHEW | Other Service Provider | $38,504 | — | $38,504 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $27,991 | — | $27,991 |
| SEGAL SELECT INSURANCE | Other Service Provider | — | $25,975 | $25,975 |
| PASSAGEWAYS INC | Other Service Provider | $13,982 | — | $13,982 |
| CONVERGEONE, INC | Other Service Provider | $12,795 | — | $12,795 |
| LUMEN | Other Service Provider | $11,499 | — | $11,499 |
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $11,024 | — | $11,024 |
| JEFFERY HINES | Custodian / Trustee | $6,180 | — | $6,180 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, NATIONAL ASSOC — Recordkeeper
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- PGIM QUANTITATIVE SOLUTIONS LLC — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,470,591
- Estimated Expense Ratio: 0.560% 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 |