Original filing (PDF)20251010165135NAL0008038753003

TRUSTEES OF THE INTN'L BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS,

Name: TRUSTEES OF THE INTN'L BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS, — INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS AND EMPLOYEES' PENSION PLAN, Form 5500 (2024)
Creator: TRUSTEES OF THE INTN'L BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS,

Form 5500

FILING_RECEIVED

INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS AND EMPLOYEES' PENSION PLAN

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed7 service providers

Active participants

220

Accounts w/ balance

—

Plan assets (EOY)

$147.6M

Net assets (EOY)

$147.5M

How this plan invests

This plan

4 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF THE INTN'L BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS,.

Plan sponsor

Name

TRUSTEES OF THE INTN'L BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS,

DBA

ET. AL.

EIN

48-6031851

Address

12200 N. AMBASSADOR DRIVE · KANSAS CITY, MO · 64163

Phone

(913) 371-2640

Industry

Manufacturingsee 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

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

LEGACY PROFESSIONALS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEGAL MARCO ADVISORS, INC.	13-2646110	—	NONE	$223K	—
SEGAL	13-1975125	—	NONE	$105K	—
BANK OF LABOR	48-0150325	—	NONE	$52K	—
LEGACY PROFESSIONALS LLP	32-0043599	—	NONE	$43K	—
JP MORGAN INVESTMENT MGMT. INC.	13-3200244	—	NONE	$31K	—
AUTOMATIC DATA PROCESSING	13-3036745

Investments

4 pooled funds· $87.7M(59% 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.

Common Collective Trust

$51.1M

3 holdings

103-12 Investment Entity

$36.6M

1 holding