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Original filing (PDF)20251013105550NAL0002503250001
BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITY
Form 5500
FILING_RECEIVED
BOILERMAKERS NATIONAL ANNUITY TRUST
Defined-contribution retirement plan
Signals · 4
1 failed disclosure94% in single holdingNo recordkeeper disclosed36 service providers
Active participants
27,657
Accounts w/ balance
29,668
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
9 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)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Various Various - See Attached" is 94% of plan.
- 56 bps in Schedule C fees — 1016% 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 BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITY.
Plan sponsor
Name
BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITY
DBA
TRUST
EIN
48-1029345
Address
12200 N AMBASSADOR DRIVE · SUITE 326 · KANSAS CITY, MO · 64163
Phone
(913) 906-7517
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
36 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JEFFERY HINES | — | KANSAS CITY, MO | TRUSTEE | $6K | — |
Other
35| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON MCSHANE CORPORATION | 41-0956552 | — | NONE | $1.1M | — |
| BANK OF LABOR | 48-0150325 | — | NONE | $1.0M | — |
| JPMORGAN CHASE BANK, NATIONAL ASSOC | 13-4994650 | — | NONE | $544K | — |
| PGIM RETIREMENT REAL ESTATE FUND II | 83-1921274 | — | NONE | $412K | — |
| PRINCIPAL GLOBAL INVESTORS | 42-1480096 | — | NONE | $382K | — |
| CALLAN & ASSOCIATES, INC. | 82-2748926 | — | NONE | $345K | — |
| REINHART BOERNER VAN DEUREN, S.C. | 39-1126909 | — | NONE | $344K | — |
| MCMORGAN & CO. | 52-2334338 | — | NONE | $337K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $311K | — |
| TS&W | 26-3761443 | — | NONE | $305K | — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | NONE | $296K | — |
| BLACKROCK INSTITUTIONAL TRUST COMPA | 94-3112180 | — | NONE | $276K | — |
| MARIO RODRIGUEZ | 48-0669346 | — | EMPLOYEE | $253K | — |
| CHRISTINE KING | 48-0669346 | — | EMPLOYEE | $231K | — |
| PGIM QUANTITATIVE SOLUTIONS LLC | 22-2540245 | — | NONE | $151K | — |
| LAURA PHELPS | 48-0669346 | — | EMPLOYEE | $119K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $107K | — |
| SEGAL BRYANT AND HAMILL | 41-1788385 | — | NONE | $94K | — |
| CYNTHIA A DEKEYSER | 48-0669346 | — | EMPLOYEE | $93K | — |
| MARGARET L SHRIVER | 48-0669346 | — | EMPLOYEE | $82K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $78K | — |
| PARAMETRIC CLIFTON | 20-0292745 | — | NONE | $75K | — |
| BRENDA BAKER | 48-0669346 | — | EMPLOYEE | $73K | — |
| KATHY JAMES | 48-0669346 | — | EMPLOYEE | $67K | — |
| GREAT LAKES ADVISORS, LLC | 80-0292839 | — | NONE | $64K | — |
| ANDREA GABALDON | 48-0669346 | — | EMPLOYEE | $56K | — |
| AMBASSADOR BUILDING LLC | 84-3258758 | — | NONE | $44K | — |
| STEVE OROZCO | 48-0669346 | — | EMPLOYEE | $40K | — |
| JAMES CHARLES MATTHEW | — | BENTON HARBOR, MI | NONE | $39K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $28K | — |
| PASSAGEWAYS INC | 82-2007390 | — | NONE | $14K | — |
| CONVERGEONE, INC | 41-1763228 | — | NONE | $13K | — |
| LUMEN | — | MONROE, LA | NONE | $11K | — |
| CHEVY CHASE TRUST COMPANY | 52-2037618 | — | NONE | $11K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | — | NONE | $0 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| LUMEN | INDIRECT COMPENSATION |
Investments
5 direct securities · 9 pooled funds· $2.0B(100% 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.
Uncategorized
$1.3B
5 holdings
Common Collective Trust
$667.1M
8 holdings
103-12 Investment Entity
$55.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various - See Attached | — | — | $1.1B | $1.2B | 93.4% | |
| BLACKROCK TOTAL RETURN BOND FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1222253 / PN 001 | Common Collective Trust | — | — | $170.7M | 12.8% | |
| LOOMIS SAYLES CORE PLUS FIXED INCOM LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $170.0M | 12.7% | |
| STATE STREET RUSSELL 1000(R) VALUE STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 123 | Common Collective Trust | — | — | $97.1M | 7.3% | |
| ASB LABOR EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 010 | Common Collective Trust | — | — | $71.7M | 5.4% | |
| COMMINGLED PENSION TRUST FUND (US A JPMORGAN CHASE BANK N.A. · EIN 20-6201314 / PN 001 | Common Collective Trust | — | — | $70.0M | 5.2% | |
| PRUDENTIAL RETIREMENT REAL ESTATE F PGIM INC. · EIN 83-1921274 / PN 001 | 103-12 Investment Entity | — | — | $55.9M | 4.2% | |
| JP Morgan Chase Bank Securities Lending Cash Collateral Pool | — | — | $52.8M | $52.8M | 4.0% | |
| TS&W INTERNATIONAL SMALL CAP EQUITY GLOBAL TRUST COMPANY · EIN 26-6773274 / PN 002 | Common Collective Trust | — | — | $35.5M | 2.7% | |
| COMMINGLED PENSION TRUST FUND (EMER JPMORGAN CHASE BANK N.A. · EIN 13-3635124 / PN 001 | Common Collective Trust | — | — | $27.5M | 2.1% | |
| SEGALL, BRYANT & HAMILL COLLECTIVE SEI TRUST COMPANY · EIN 81-0835598 / PN 090 | Common Collective Trust | — | — | $24.6M | 1.8% | |
| Participants Participant Loans Rates from 4.25% - 9.50% - | — | — | — | $11.7M | 0.9% | |
| Goldman Sachs Financial Square Govt #465 | — | — | $7.5M | $7.5M | 0.6% | |
| JP Morgan Chase Bank Invested Cash | — | — | $1.4M | $1.4M | 0.1% |