Plan Snapshot
- Plan Sponsor: Boilermakers Local 83 Supplemental Health And Welfare Plan
- Sponsor EIN: 205130170
- Sponsor Address: 5910 E. 86TH STREET, KANSAS CITY, MO, 64138
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 5,524
- Total Assets: $13.7M
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 | 5,524 | $13.7M | $549,111 | $0 |
| 2023 | 5,524 | $13.0M | $308,368 | $0 |
| 2022 | 5,524 | $12.7M | $366,130 | $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 |
|---|---|---|---|---|
| TIC INTERNATIONAL | Recordkeeper | $45,200 | — | $45,200 |
| BANK OF LABOR | Investment Advisor | $40,135 | — | $40,135 |
| SEGAL SELECT INSURANCE SERVICES | Insurance Carrier | $22,488 | — | $22,488 |
| NBPC | Other Service Provider | $20,480 | — | $20,480 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,303
- Estimated Expense Ratio: 0.936% 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 | $137,474 | $40,135 | $45,200 | $20,480 | — |
| 2023 | $144,836 | $43,747 | $42,240 | — | — |
| 2022 | $144,147 | $45,897 | $42,240 | — | $24,626 |