How big is BAC Local Union 15 Welfare Fund's plan?

BAC Local Union 15 Welfare Fund's plan reported $23.4M in assets and 813 participants for 2024.

Original filing (PDF)20260115093343NAL0016892417001

BAC Local Union 15 Welfare Fund

Name: BAC Local Union 15 Welfare Fund — Form 5500 (2024)
Creator: BAC Local Union 15 Welfare Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Health & welfare plan · BAC Local Union 15 Welfare Fund held $23.4M in plan assets for 813 participants in 2024, with Iron Mountain as recordkeeper.

Signals · 3

39% in single holding~627 bps in Sched C fees17 service providers

Active participants

813

Accounts w/ balance

—

Plan assets (EOY)

$23.4M

Net assets (EOY)

$21.9M

People on this filing

Gregory Davey signed BAC Local Union 15 Welfare Fund's 2024 Form 5500 as plan administrator.

Gregory Davey — Plan Administrator — Form 5500 signer
Dustin Himes — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BAC Local Union 15 Welfare Fund's EIN is 23-7386028.

EIN 23-7386028

Plan number 501

Plan year 2024

ACK ID 20260115093343NAL0016892417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BAC Local Union 15 Welfare Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BAC Local Union 15 Welfare Fund's plan includes health coverage, dental coverage, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAC LOCAL UNION 15 WELFARE FUND.

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How this plan invests

This plan

90 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (1st percentile).
Fragmented vendor stack (17 disclosed providers, 8 categories).

Plan sponsor

Name

BAC LOCAL UNION 15 WELFARE FUND

EIN

all filings

Address

WILSON MCSHANE CORPORATION · PO BOX 909500 · KANSAS CITY, MO · 641909500

Phone

(816) 777-2668

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-15

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

4L · Death benefits (include travel accident but not life insurance)

Audit & trust (Schedule H)

Auditor

RUBINBROWN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

17 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BMO HARRIS BANK N.A.	39-1186267	—	CUSTODIAN/INV MGR	—	—

Recordkeeper

Investments

90 direct securities· $21.1M(90% of reported assets)

Other securities

$8.6M

2 holdings

Bonds / Notes

$4.3M

58 holdings

Mutual Funds

$4.2M

1 holding

U.S. Treasuries

$3.1M

16 holdings

Agency / Mortgage-Backed

$503K

7 holdings

Common Stocks

$195K

3 holdings

Corporate Bonds

$123K

2 holdings

Cash / Money Market

$114K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$4.2M

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Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
UNITED ACTUARIAL SERVICES	35-2156428	—	FUND ACTUARY; CONSULTANT	$58K	—
COMMERCE	23-7386028	—	INVESTMENT MANAGER	$30K	—
SEGAL ADVISORS	13-2646110	—	INVESTMENT ADVISOR	$11K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEGAL SELECT INSURANCE SERVICES	46-0619194	—	INSURANCE BROKER	$41K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSON MCSHANE CORPORATION	43-6051454	—	TPA	$238K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
CONSTRUCTION BENEFIT AUDIT CORP	43-1244218	—	FIELD AUDITOR	$54K	—
RUBINBROWN, LLP	43-0765316	—	PLAN AUDITOR	$31K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
ARNOLD, NEWBOLD, SOLLARS & HOLLINS	43-1174269	—	FUND ATTORNEY	$112K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLUE CROSS BLUE SHIELD	43-1257251	—	NONE	$684K	—
EPLAN LLC	20-3720767	—	NONE	$138K	—
SWORD HEALTH	—	—	NONE	$26K	—
PREFERRED HEALTH PROFESSIONALS	43-1392960	—	NONE	$11K	—
SAV-RX	47-0527013	—	NONE	$11K	—
INTERNATIONAL FOUNDATION OF EE BENE	39-1034021	—	NONE	$7K	—
US DEPARTMENT OF TREASURY	—	WASHINGTON, DC	NONE	$5K	—

					% of plan
BAIRD INTERMEDIATE BOND-INSTITUTIONAL	Other securities	—	$9.0M	$8.5M	36.4%
VANGUARD TOTAL STOCK MKT INDEX FUND	Mutual Funds	—	$1.7M	$4.2M	17.9%
US TREASURY NOTE 2.375% DUE 05/15/27 DATED 05/15/17	U.S. Treasuries	—	$485K	$485K	2.1%
US TREASURY NOTE 2.25% DUE 11/15/27 DATED 11/15/17	U.S. Treasuries	—	$417K	$432K	1.8%
US TREASURY NOTE 1.5% DUE 11/30/28 DATED 11/30/21	U.S. Treasuries	—	$250K	$257K	1.1%
US TREASURY NOTE 3.875% DUE 09/30/29 DATED 09/30/22	U.S. Treasuries	—	$254K	$249K	1.1%
US TREASURY NOTE 4.625% DUE 10/15/26 DATED 10/15/23	U.S. Treasuries	—	$202K	$202K	0.9%
US TREASURY NOTE 4.125% DUE 10/31/27 DATED 10/31/22	U.S. Treasuries	—	$193K	$191K	0.8%
US TREASURY NOTE 3.125% DUE 11/15/28 DATED 11/15/18	U.S. Treasuries	—	$170K	$175K	0.7%
US TREASURY NOTE 4.125% DUE 09/30/27 DATED 09/30/22	U.S. Treasuries	—	$160K	$161K	0.7%
US TREASURY NOTE 2.875% DUE 05/15/28 DATED 05/15/18	U.S. Treasuries	—	$155K	$155K	0.7%
CIBC CABNK USA 4.45% DUE 04/13/28 DATED 04/14/23	Bonds / Notes	—	$150K	$151K	0.6%
Certificates Of Deposit CELTIC BANK 4.4% DUE 04/19/28 DATED 04/19/23	Bonds / Notes	—	$150K	$151K	0.6%
US TREASURY NOTE 3.875% DUE 12/31/29 DATED 12/31/22	U.S. Treasuries	—	$147K	$150K	0.6%
US TREASURY NOTE 2.5% DUE 02/28/26 DATED 02/28/19	U.S. Treasuries	—	$165K	$148K	0.6%
US TREASURY NOTE 2.625% DUE 07/31/29 DATED 07/31/22	U.S. Treasuries	—	$141K	$142K	0.6%
GOVERNMENT NATIONAL MORTGAGE ASSOC II POOL #MA5790 3% DUE 03/20/34 DATED 03/01/19	Agency / Mortgage-Backed	—	$109K	$115K	0.5%
Money Market Fund Financial Square Tr Government Fd Admin Cl Fund 466	Cash / Money Market	—	$114K	$114K	0.5%
HENRY & WHITESIDE COUNTY IL COMMUNITY UNIT SCHOOL DISTRICT #228 TAXABLE SERIES A 5% DUE 02/15/29 DATED 01/30/25	Bonds / Notes	—	$100K	$102K	0.4%
BALDWIN AL TAXABLE EXPRESS PIPELINE A COOPERATIVE DIST 5% DUE 10/15/27 DATED 11/21/24	Bonds / Notes	—	$100K	$101K	0.4%
US TREASURY NOTE 3.25% DUE 06/30/29 DATED 06/30/22	U.S. Treasuries	—	$95K	$97K	0.4%
US TREASURY NOTE 2.25% DUE 08/15/27 DATED 08/15/17	U.S. Treasuries	—	$96K	$96K	0.4%
PNC FINANCIAL SERVICES SENIOR UNSECURED NOTE 1.15% DUE 08/13/26 DATED 08/13/21 CALLABLE	Bonds / Notes	—	$100K	$96K	0.4%
U.S. Government Securities US TREASURY NOTE 1.125% DUE 02/29/28 DATED 02/28/21	U.S. Treasuries	—	$89K	$92K	0.4%
HONEYWELL INTERNATIONAL INC SENIOR UNSECURED NOTE 4.65% DUE 07/30/27 DATED 08/01/24 CALLABLE	Bonds / Notes	—	$90K	$91K	0.4%
ROYAL BANK OF CANADA SENIOR UNSECURED NOTE VARIABLE RATE DUE 04/27/26 DATED 04/27/21 CALLABLE	Other securities	—	$90K	$90K	0.4%
FEDERAL HOME LOAN MORTGAGE ASSOC REMIC SERIES 2022-38 CLASS DA 4.5% DUE 04/25/47 DATED 06/01/22	Agency / Mortgage-Backed	—	$61K	$90K	0.4%
PACCAR FINANCIAL CORP SENIOR UNSECURED NOTE 4% DUE 09/26/29 DATED 09/26/24 CALLABLE	Bonds / Notes	—	$90K	$89K	0.4%
US TREASURY NOTE 3.125% DUE 08/31/27 DATED 08/31/22	U.S. Treasuries	—	$86K	$88K	0.4%
BANK OF MONTREAL SENIOR UNSECURED NOTED 5.717% DUE 09/25/28 DATED 09/25/23 CALLABLE	Bonds / Notes	—	$85K	$88K	0.4%
ENTERGY LOUISIANA LLC SECURED NOTE 3.25% DUE 04/01/28 DATED 03/24/16 CALLABLE	Bonds / Notes	—	$86K	$87K	0.4%
BHP BILLITON FINANCE USA LIMITED SENIOR SECURED NOTE 5.1% DUE 09/08/28 DATED 09/08/23 CALLABLE	Bonds / Notes	—	$86K	$87K	0.4%
INTUIT INC SENIOR UNSECURED NOTE 1.65% DUE 07/15/30 DATED 06/29/20 CALLABLE	Bonds / Notes	—	$86K	$87K	0.4%
TEXAS INSTRUMENTS INC SENIOR UNSECURED NOTE 4.6% DUE 02/08/29 DATED 02/08/24 CALLABLE	Bonds / Notes	—	$85K	$86K	0.4%
CHUBB INA HOLDINGS LLC SENIOR UNSECURED NOTE 4.65% DUE 08/15/29 DATED 07/31/24 CALLABLE	Bonds / Notes	—	$85K	$86K	0.4%
BANK OF NY MELLON CORP SUBORDINATED NOTE 3.3% DUE 08/23/29 DATED 08/23/17 CALLABLE	Bonds / Notes	—	$85K	$85K	0.4%
FEDERAL FARM CREDIT BANK 4% DUE 01/06/28 DATED 01/06/23	Bonds / Notes	—	$86K	$85K	0.4%
MID-AMERICA APARTMENTS SENIOR UNSECURED NOTE 4.2% DUE 06/15/28 DATED 05/14/18 CALLABLE	Bonds / Notes	—	$79K	$84K	0.4%
CUMMINS INC SENIOR UNSECURED NOTE 0.75% DUE 09/01/25 DATED 08/24/20 CALLABLE	Bonds / Notes	—	$85K	$84K	0.4%
FEDERAL HOME LOAN MORTGAGE ASSOC UMBS POOL 3.75% DUE 08/01/28 DATED 08/01/18	Agency / Mortgage-Backed	—	$82K	$84K	0.4%
CITIBANK NA SENIOR UNSECURED NOTE 5.803% DUE 09/29/28 DATED 09/29/23 CALLABLE	Bonds / Notes	—	$80K	$83K	0.4%
OKLAHOMA G&E COMPANY SENIOR UNSECURED NOTE 3.8% DUE 08/15/28 DATED 08/17/18 CALLABLE	Bonds / Notes	—	$80K	$83K	0.4%
PUBLIC STORAGE SENIOR UNSECURED NOTE 0.875% DUE 02/15/26 DATED 01/19/21 CALLABLE	Bonds / Notes	—	$85K	$82K	0.4%
SIMON PROPERTY GROUP LP SENIOR UNSECURED NOTE 2.45% DUE 09/13/29 DATED 09/13/19 CALLABLE	Bonds / Notes	—	$82K	$82K	0.4%
BANK OF NOVA SCOTIA SENIOR UNSECURED NOTE 1.35% DUE 06/24/26 DATED 06/24/21 CALLABLE	Bonds / Notes	—	$85K	$82K	0.3%
UNILEVER CAPITAL CORP SENIOR UNSECURED NOTE 4.875% DUE 09/08/28 DATED 09/28/23 CALLABLE	Bonds / Notes	—	$80K	$82K	0.3%
(Continued) FLORIDA POWER & LIGHT CO FIRST LIEN NOTE 5.05% DUE 04/01/28 DATED 03/03/23 CALLABLE	Corporate Bonds	—	$80K	$82K	0.3%
SAN DIEGO G & E FIRST LIEN NOTE 4.95% DUE 08/15/28 DATED 08/11/23 CALLABLE	Bonds / Notes	—	$80K	$81K	0.3%
SSM HEALTH CARE SENIOR UNSECURED NOTE 4.894% DUE 06/01/28 DATED 04/26/23 CALLABLE	Bonds / Notes	—	$78K	$81K	0.3%
MAGNA INTERNATIONAL INC SENIOR UNSECURED NOTE 5.05% DUE 03/14/29 DATED 03/14/24 CALLABLE	Bonds / Notes	—	$80K	$81K	0.3%

1–50 of 90

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