# Board Of Trustees Boilermakers National Annuity DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-boilermakers-national-annuity-plan

> Board Of Trustees Boilermakers National Annuity's DC plan: 27,657 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 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|NONE|$1,110,542|—|$1,110,542|

| BANK OF LABOR|NONE|$1,034,144|—|$1,034,144|

| JPMORGAN CHASE BANK, NATIONAL ASSOC|NONE|$544,197|—|$544,197|

| PGIM RETIREMENT REAL ESTATE FUND II|NONE|$412,297|—|$412,297|

| PRINCIPAL GLOBAL INVESTORS|NONE|$382,172|—|$382,172|

| CALLAN & ASSOCIATES, INC.|NONE|$345,000|—|$345,000|

| REINHART BOERNER VAN DEUREN, S.C.|NONE|$343,699|—|$343,699|

| MCMORGAN & CO.|NONE|$337,026|—|$337,026|

| LOOMIS SAYLES TRUST COMPANY|NONE|$311,068|—|$311,068|

| TS&W|NONE|$304,918|—|$304,918|

| JP MORGAN INVESTMENT MANAGEMENT INC|NONE|$295,663|—|$295,663|

| BLACKROCK INSTITUTIONAL TRUST COMPA|NONE|$276,475|—|$276,475|

| MARIO RODRIGUEZ|EMPLOYEE|$252,667|—|$252,667|

| CHRISTINE KING|EMPLOYEE|$231,430|—|$231,430|

| PGIM QUANTITATIVE SOLUTIONS LLC|NONE|$150,832|—|$150,832|

| LAURA PHELPS|EMPLOYEE|$119,293|—|$119,293|

| CLIFTONLARSONALLEN LLP|NONE|$107,192|—|$107,192|

| SEGAL BRYANT AND HAMILL|NONE|$93,690|—|$93,690|

| CYNTHIA A DEKEYSER|EMPLOYEE|$92,663|—|$92,663|

| MARGARET L SHRIVER|EMPLOYEE|$81,813|—|$81,813|

| THE SEGAL COMPANY|NONE|$77,584|—|$77,584|

| PARAMETRIC CLIFTON|NONE|$75,000|—|$75,000|

| BRENDA BAKER|EMPLOYEE|$73,379|—|$73,379|

| KATHY JAMES|EMPLOYEE|$66,543|—|$66,543|

| GREAT LAKES ADVISORS, LLC|NONE|$63,578|—|$63,578|

| ANDREA GABALDON|EMPLOYEE|$55,661|—|$55,661|

| AMBASSADOR BUILDING LLC|NONE|$43,627|—|$43,627|

| STEVE OROZCO|EMPLOYEE|$40,488|—|$40,488|

| JAMES CHARLES MATTHEW|NONE|$38,504|—|$38,504|

| STATE STREET GLOBAL ADVISORS|NONE|$27,991|—|$27,991|

| SEGAL SELECT INSURANCE|NONE|—|$25,975|$25,975|

| PASSAGEWAYS INC|NONE|$13,982|—|$13,982|

| CONVERGEONE, INC|NONE|$12,795|—|$12,795|

| LUMEN|NONE|$11,499|—|$11,499|

| CHEVY CHASE TRUST COMPANY|NONE|$11,024|—|$11,024|

| JEFFERY HINES|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](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [PGIM QUANTITATIVE SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — 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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-boilermakers-national-annuity-plan)

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