# Board Of Trustees Of Boilermakers 401(k) Plan Source: https://planprovider.pro/companies/board-of-trustees-of-boilermakers-366090694-501 > Board Of Trustees Of Boilermakers's 401(k) plan: 8,812 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 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](https://planprovider.pro/provider/tucker-arensberg-pc) — ERISA Attorney - [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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| ## Similar Plans - [Trustees Of Mobilization Optimization Stabilization Training Trust](https://planprovider.pro/companies/trustees-of-mobilization-optimization-stabilization-training-trust-481069941-501) — 64,653 participants - [Board Of Trustees Boilermaker-Blacksmith National](https://planprovider.pro/companies/board-of-trustees-boilermaker-blacksmith-national-plan) — 27,660 participants - [Board Of Trustees Boilermakers National Annuity](https://planprovider.pro/companies/board-of-trustees-boilermakers-national-annuity-plan) — 27,657 participants - [Trustees Of Construction Industry Laborers Smart Fund](https://planprovider.pro/companies/trustees-of-construction-industry-laborers-smart-fund-plan) — 9,416 participants - [Carpenters Pension Trust Fund Of Kansas City](https://planprovider.pro/companies/carpenters-pension-trust-fund-of-kansas-city-436108379-001) — 6,530 participants - [Board Of Trustees Sheet Metal Workers Local 2](https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-2-401k-plan) — 3,023 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-boilermakers-366090694-501) © 2026 PlanProvider.Pro