Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Boilermakers
- Sponsor EIN: 366090694
- Sponsor Address: 12200 N AMBASSADOR DRIVE, KANSAS CITY, MO, 64163
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 8,812
- 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 | 8,812 | $1.3B | $137.6M | $24.8M |
| 2023 | 9,051 | $1.2B | $141.6M | $32.1M |
| 2022 | 9,802 | $1.2B | $149.0M | $34.8M |
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 |
|---|---|---|---|---|
| CIGNA HEALTH & LIFE INSURANCE CO. | Other Service Provider | $7,118,236 | — | $7,118,236 |
| WILSON-MCSHANE CORPORATION | Other Service Provider | $2,020,104 | — | $2,020,104 |
| NATIONAL INVESTMENT SERVICES OF AME | Other Service Provider | $826,711 | — | $826,711 |
| CORBIN CAPITAL PARTNERS, LP | Other Service Provider | $625,173 | — | $625,173 |
| TUCKER ARENSBERG ATTORNEYS | ERISA Attorney | $597,382 | — | $597,382 |
| INVESCO ADVISORS | Other Service Provider | $583,034 | — | $583,034 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $543,643 | — | $543,643 |
| ULLICO INVESTMENT ADVISORS | Other Service Provider | $508,405 | — | $508,405 |
| LAZARD ASSET MANAGEMENT | Other Service Provider | $398,266 | — | $398,266 |
| AMERICAN STRATEGIC VALUE REALTY | Other Service Provider | $344,286 | — | $344,286 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $310,664 | — | $310,664 |
| LAURA PHELPS | Other Service Provider | $307,850 | — | $307,850 |
| THE SEGAL COMPANY | Other Service Provider | $289,811 | — | $289,811 |
| REINHART BOERNER VAN DEUREN, S.C | Other Service Provider | $279,642 | — | $279,642 |
| BANK OF LABOR | Other Service Provider | $260,165 | — | $260,165 |
| BRIDGET A. HILLEBERT | Other Service Provider | $255,760 | — | $255,760 |
| DELTA DENTAL OF KANSAS, INC. | Other Service Provider | $232,286 | — | $232,286 |
| GREAT LAKES ADVISORS | Other Service Provider | $188,713 | — | $188,713 |
| MARIO RODRIGUEZ | Other Service Provider | $183,406 | — | $183,406 |
| FINANCIAL COUNSELORS, INC. | Other Service Provider | $175,998 | — | $175,998 |
| HINGE HEALTH | Other Service Provider | $174,772 | — | $174,772 |
| TONYA M. PAVELAC | Other Service Provider | $157,588 | — | $157,588 |
| BRIAN MCENROE | Other Service Provider | $151,281 | — | $151,281 |
| RHONDA MAHON-WHITE | Other Service Provider | $143,413 | — | $143,413 |
| MARQUETTE ASSOCIATES, INC. | Other Service Provider | $143,333 | — | $143,333 |
| LORA HOLT | Other Service Provider | $142,233 | — | $142,233 |
| NICOLE FERGUS | Other Service Provider | $137,988 | — | $137,988 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $133,178 | — | $133,178 |
| VIRTA | Other Service Provider | $128,685 | — | $128,685 |
| AMBASSADOR BUILDING LLC | Other Service Provider | $102,573 | — | $102,573 |
| CLIFTONLARSONALLEN LLP | Auditor | $85,071 | — | $85,071 |
| EXPRESS SCRIPTS | Other Service Provider | $82,537 | — | $82,537 |
| KATHY L. JAMES | Other Service Provider | $68,783 | — | $68,783 |
| CYNTHIA DEKEYSER | Other Service Provider | $67,657 | — | $67,657 |
| CCAW JV, LLC | Other Service Provider | $61,200 | — | $61,200 |
| ANDREA GABALDON | Other Service Provider | $57,566 | — | $57,566 |
| PARAMETRIC PORTFOLIO ASSOCIATES | Other Service Provider | $54,120 | — | $54,120 |
| PHARMACY INVESTIGATORS & CONSULTANT | Other Service Provider | $50,000 | — | $50,000 |
| CHRISTINE KING | Other Service Provider | $46,331 | — | $46,331 |
| STEVE OROZCO | Other Service Provider | $41,940 | — | $41,940 |
| KELLY PRESS INC | Other Service Provider | $41,731 | — | $41,731 |
| JAMES CHARLES MATTHEWS | Other Service Provider | $41,535 | — | $41,535 |
| BLAKE & UHLIG, PA | Other Service Provider | $37,146 | — | $37,146 |
| UPTODATE | Other Service Provider | $33,457 | — | $33,457 |
| LUMEN | Other Service Provider | $31,863 | — | $31,863 |
| SEGAL SELECT INSURANCE | Other Service Provider | — | $26,484 | $26,484 |
| AMERICAN WELL CORPORATION | Other Service Provider | $23,000 | — | $23,000 |
| CONVERGEONE, INC | Other Service Provider | $21,975 | — | $21,975 |
| ST. CROIX | Other Service Provider | $20,780 | — | $20,780 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $17,088 | — | $17,088 |
| PASSAGEWAYS INC | Other Service Provider | $13,773 | — | $13,773 |
| DELL MARKETING | Other Service Provider | $8,273 | — | $8,273 |
| MRIOA, LLC | Other Service Provider | $7,014 | — | $7,014 |
| RONNIE TRAXLER | Custodian / Trustee | $5,451 | — | $5,451 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TUCKER ARENSBERG ATTORNEYS — 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: $18,409,354
- Estimated Expense Ratio: 1.402% 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 | $18,648,838 | $5,279,614 | $9,281,658 | $85,071 | — |
| 2023 | $18,678,067 | $5,806,731 | $9,344,847 | $74,759 | — |
| 2022 | $18,308,207 | $5,533,113 | $9,713,023 | — | $809,209 |