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Original filing (PDF)20251106111028NAL0015390288001
BOY SCOUTS OF AMERICA
Form 5500
FILING_RECEIVED
BOY SCOUTS OF AMERICA MASTER PENSION TRUST - BOY SCOUTS OF AMERICA RETIREMENT PLAN FOR EMPLOYEES
Defined-benefit pension plan
Signals · 3
45% in single holdingNo recordkeeper disclosed12 service providers
Active participants
1,776
Accounts w/ balance
—
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.4B
How this plan invests
This plan
5 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
77
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MFB NT COLLECTIVE RUSSELL 1000 (no filing on disk)]" is 45% of plan.
- 44 bps in Schedule C fees — 774% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOY SCOUTS OF AMERICA.
Plan sponsor
Name
BOY SCOUTS OF AMERICA
EIN
22-1576300
Address
PO BOX 152079 · IRVING, TX · 750152079
Phone
(972) 580-2000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-06
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HARPER & PEARSON COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J P MORGAN | 13-3200244 | — | NONE | $2.6M | — |
| LIFEWORKS | — | — | NONE | $726K | — |
| COOKE & BIELER LP | 23-3082822 | — | NONE | $587K | — |
| PYRFORD INTERNATIONAL PLC | 13-3634866 | — | NONE | $559K | — |
| BAILIE GIFFORD | 22-3438530 | — | NONE | $537K | — |
| THE NORTHERN TRUST | 36-1561860 | — | NONE | $502K | — |
| LCG ASSOCIATES INC. | 75-1680350 | — | NONE | $245K | — |
| SHENKMAN CAPITAL MANAGEMENT | 13-3280361 | — | NONE | $245K | — |
| BLACKROCK FINANCIAL INC | 13-3806991 | — | NONE | $239K | — |
| TOWERS WATSON DELAWARE INC. | 53-0181291 | — | NONE | $141K | — |
| TELUS HEALTH | — | — | NONE | $59K | — |
| HARPER & PEARSON COMPANY P.C. | 74-1695589 | — | NONE | $47K | — |
Investments
5 pooled funds· $476.6M(32% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFB NT COLLECTIVE RUSSELL 1000 NORTHERN TRUST · EIN 45-6138589 / PN 006 | Common Collective Trust | — | — | $215.2M | 14.6% | |
| MFB NT COLLECTIVE ALL COUNTRY WORLD NORTHERN TRUST · EIN 45-6138589 / PN 039 | Common Collective Trust | — | — | $100.6M | 6.8% | |
| MFB NT COLLECTIVE TIPS INDE FUND NORTHERN TRUST · EIN 45-6138589 / PN 091 | Common Collective Trust | — | — | $68.5M | 4.6% | |
| CF JPMCB STRATEGIC PROPERTY FUND JP MORGAN · EIN 13-0638770 / PN 001 | Common Collective Trust | — | — | $48.7M | 3.3% | |
| MFB NT COLLECTIVE GLOBAL REAL EST NORTHERN TRUST · EIN 45-6138589 / PN 104 | Common Collective Trust | — | — | $43.6M | 3.0% |