Employer · plans filed under one EIN
Board of Trustees Bac Local 15 Pension Fund
Kansas City, MO · Construction
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Board of Trustees Bac Local 15 Pension Fund's employer identification number (Kansas City, Missouri). Their latest filings total 3,903 participant records and $209M in net assets.
The largest is Bac Local Union 15 Supplemental Plan, a money purchase plan with 2,231 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $7.3M and participant contributions $0 in the latest plan years; benefits paid were $11.3M. Schedule C compensation reported to service provider organisations totalled $1.0M.
Combined net assets moved from $98.8M in 2009 to $209M in 2024 (up 112%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Bac Local Union 15 Supplemental Plan | money purchase plan | 2024 | 2,231 | $62.7M | $28,114 | $2,862 | $243K |
| Bac Local Union 15 Pension Fund | defined benefit pension plan | 2024 | 1,672 | $146M | $87,567 | $10,338 | $789K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 3,903 | $209M | $7.3M | $0 |
| 2023 | 2 | 3,883 | $203M | $7.1M | $0 |
| 2022 | 2 | 3,902 | $183M | $6.9M | $0 |
| 2021 | 2 | 3,855 | $200M | $7.3M | $0 |
| 2020 | 2 | 3,734 | $193M | $6.3M | $0 |
| 2019 | 2 | 3,680 | $147M | $7.0M | $0 |
| 2018 | 2 | 3,565 | $157M | $6.0M | $0 |
| 2017 | 2 | 3,505 | $154M | $6.1M | $0 |
| 2016 | 2 | 3,695 | $145M | $6.1M | $0 |
| 2015 | 2 | 3,534 | $133M | $5.0M | $0 |
| 2014 | 2 | 3,386 | $136M | $5.0M | $0 |
| 2013 | 2 | 3,344 | $132M | $4.4M | $0 |
| 2012 | 2 | 3,085 | $121M | $3.9M | $0 |
| 2011 | 2 | 2,834 | $113M | $4.7M | $0 |
| 2010 | 2 | 2,898 | $108M | $4.7M | $0 |
| 2009 | 2 | 2,883 | $98.8M | $5.4M | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Wilson McShane Corporation | Contract Administrator | 2 | $180,389 |
| Ullico/trust Fund Advisors | Investment management | 1 | $165,932 |
| BlackRock Institutional Trust Co. | Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Trustee (directed); Claims processing | 2 | $150,663 |
| Loomis Sayles | Investment management | 1 | $80,580 |
| Construction Benefit Audit Corp. | Accounting (including auditing) | 2 | $67,974 |
| Segal Advisors | Investment advisory (plan) | 2 | $59,500 |
| Commerce Trust | Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Trustee (directed); Investment management | 2 | $52,475 |
| Rubinbrown, LLP | Accounting (including auditing) | 2 | $52,081 |
| United Actuarial Services | Actuarial; Consulting (pension) | 1 | $49,200 |
| Prudential Trust | Investment management | 1 | $45,961 |
| JP Morgan | Investment management | 1 | $41,208 |
| Ullico Infrastrucure Tax Exempt Fun | Investment management | 1 | $38,298 |
| Segal Select Insurance Services | — | 1 | $20,741 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Board of Trustees Bac Local 15 Pension Fund have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Bac Local Union 15 Supplemental Plan and Bac Local Union 15 Pension Fund. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Board of Trustees Bac Local 15 Pension Fund contribute to its plans?
$7,335,853 in employer contributions across these plans in their latest plan years, about $6,129 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Wilson McShane Corporation, Ullico/trust Fund Advisors, BlackRock Institutional Trust Co. and Loomis Sayles and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.