2023 Form 5500 filing — Pension Trust Fund For Operating Engineers Annuity Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911135503NAL0016146018001) for Pension Trust Fund For Operating Engineers Annuity Plan, reported by Board Of Trustees, Operating Engineers Annuity Plan under EIN 94-6090764 and plan number 002. It reports 27,740 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911135503NAL0016146018001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Operating Engineers Annuity Plan
- EIN
- 94-6090764
- Plan number
- 002
- Location
- Alameda, CA
- Participants
- 27,740
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $481,199,763
- Total liabilities (EOY)
- $165,489
- Net assets (EOY)
- $481,034,274
- Employer contributions
- $38,265,199
- Total income / additions
- $104,393,266
- Benefits paid
- $24,451,002
- Administrative expenses
- $3,382,510
- Total expenses
- $27,833,512
- Net increase / (decrease)
- $76,559,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $817,360 | not reported in the loaded dataset |
| Multi-Plan Services Agency, Inc. | NONE | $240,790 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $191,609 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $160,000 | not reported in the loaded dataset |
| Saltzman & Johnson | NONE | $63,385 | not reported in the loaded dataset |
| Engineers Publishing | NONE | $55,605 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $48,300 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | NONE | $20,150 | not reported in the loaded dataset |
| Mailrite Print & Mail, Inc. | NONE | $15,986 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $13,324 |