Plan Snapshot
- Plan Sponsor: Trustees Of The Intn'L Brotherhood Of Boilermakers Iron Ship Builders,
- Sponsor EIN: 486031851
- Sponsor Address: 12200 N. AMBASSADOR DRIVE, KANSAS CITY, MO, 64163
- Plan Type: DB
- Total Participants: 220
- Total Assets: $147.6M
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 | 220 | $147.6M | $8.2M | $1.5M |
| 2023 | 202 | $140.1M | $8.5M | $1.6M |
| 2022 | 209 | $131.1M | $8.2M | $1.5M |
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 |
|---|---|---|---|---|
| SEGAL MARCO ADVISORS, INC. | Other Service Provider | $223,201 | — | $223,201 |
| SEGAL | Other Service Provider | $105,040 | — | $105,040 |
| BANK OF LABOR | Other Service Provider | $51,959 | — | $51,959 |
| LEGACY PROFESSIONALS LLP | Auditor | $43,377 | — | $43,377 |
| JP MORGAN INVESTMENT MGMT. INC. | Recordkeeper | $31,325 | — | $31,325 |
| AUTOMATIC DATA PROCESSING | Recordkeeper | $17,741 | — | $17,741 |
| PENSION BENEFIT INFORMATION LLC | Other Service Provider | $5,750 | — | $5,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- JP MORGAN INVESTMENT MGMT. INC. — Recordkeeper
- AUTOMATIC DATA PROCESSING — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $478,393
- Estimated Expense Ratio: 0.324% 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 | $588,722 | $271,973 | $23,491 | $43,377 | — |
| 2023 | $693,180 | $282,706 | $25,688 | $39,931 | — |
| 2022 | $714,122 | $305,799 | — | — | $160,309 |