Plan5500

2023 Form 5500 filing — Operating Engineers Local 520 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 20241015081801NAL0027814497001) for Operating Engineers Local 520 Annuity Plan, reported by Board Of Trustees Operating Engineers Local 520 under EIN 37-1328217 and plan number 101. It reports 3,012 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015081801NAL0027814497001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Operating Engineers Local 520
EIN
37-1328217
Plan number
101
Location
Swansea, IL
Participants
3,012
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$237,888,910
Total liabilities (EOY)
$132,393
Net assets (EOY)
$237,756,517
Employer contributions
$13,144,916
Total income / additions
$43,497,444
Benefits paid
$11,246,625
Administrative expenses
$423,420
Total expenses
$11,670,045
Net increase / (decrease)
$31,827,399
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$223,672$0
Oper Eng Local 520 Annuity Trust FdOTHER$154,622not reported in the loaded dataset
Investment Consulting Services, LLCINVESTMENT CONSULTING$41,250not reported in the loaded dataset
Hammond & Shinners, P.C.ATTORNEY$15,822not reported in the loaded dataset
Scheffel BoyleACCOUNTANT$14,425not reported in the loaded dataset
Empower Advisory Group LLCINVESTMENT MANAGEMENT$8,893not reported in the loaded dataset

Related Form 5500 pages