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Form 5500 · Retirement plan · BLOOMINGTON, MN

BOILERMAKERS LODGE 154 RETIREMENT PLAN

BOILERMAKERS LODGE 154 RETIREMENT PLAN of BLOOMINGTON, MN's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 25-1340130 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
7,165
Contracts on file
2
Contract value
$6,728,922
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with AMERICAN EQUITY LIFE.

The contracts held $6,728,922 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
AMERICAN EQUITY LIFEAnnuity / GIC6December$4,635,315$0
NATIONAL WESTERN LIFE INSURANCE COMPANYAnnuity / GIC4December$2,093,607$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BOILERMAKERS LODGE 154 RETIREMENT PLAN
EIN 25-1340130

The plan administrator is from line 3a of the main form. We publish company names only.

What the plan holds

Plan assets at year end
$156,720,108
Paid out in benefits
$18,682,359
Participants at the start of the year
7,165
Participants with account balances
5,973

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$43,270

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

More employer plans in Minnesota — largest plans, brokers, carriers and renewal months.