2023 Form 5500 filing — The General Pension Plan Of The International Union Of Operating Engineers
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 20241015143611NAL0049950400004) for The General Pension Plan Of The International Union Of Operating Engineers, reported by Pension Bd Of The General Pension Plan Of The Int'L Union Of Operating under EIN 52-6124299 and plan number 001. It reports 6,593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143611NAL0049950400004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pension Bd Of The General Pension Plan Of The Int'L Union Of Operating
- EIN
- 52-6124299
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 6,593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,133,913,361
- Total liabilities (EOY)
- $14,035,660
- Net assets (EOY)
- $1,119,877,701
- Employer contributions
- $48,423,192
- Total income / additions
- $194,326,530
- Benefits paid
- $82,659,479
- Administrative expenses
- $3,972,373
- Total expenses
- $86,631,852
- Net increase / (decrease)
- $107,694,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fuller And Thaler | NONE | $648,776 | $0 |
| T. Rowe Price | NONE | $414,433 | $0 |
| Christopher Hanley | PARTICIPANT | $329,642 | not reported in the loaded dataset |
| Ifm Investors Pty Ltd | NONE | $0 | $272,476 |
| Loomis Sayles Trust Company | NONE | $184,373 | not reported in the loaded dataset |
| Corinne Koch | PARTICIPANT | $175,760 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $172,097 | not reported in the loaded dataset |
| The Segal Company | NONE | $150,000 | not reported in the loaded dataset |
| Intl Union Of Operating Engineers | EMPLOYER | $148,038 | not reported in the loaded dataset |
| Reams Asset Management | NONE | $145,701 | not reported in the loaded dataset |
| Carol Skopp | PARTICIPANT | $131,245 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $120,000 | not reported in the loaded dataset |
| Prudential Insurance Company | NONE | $113,635 | $0 |
| Calibre Cpa Group Pllc | NONE | $101,819 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $80,995 | not reported in the loaded dataset |
| Shipshape It | NONE | $59,097 | not reported in the loaded dataset |
| Emily Bradford-Benesh | PARTICIPANT | $56,617 | not reported in the loaded dataset |
| Insight Systems Corporation | NONE | $55,816 | not reported in the loaded dataset |
| Kelly Press, Inc. | NONE | $52,575 | not reported in the loaded dataset |
| State Street Bank & Trust Company | NONE | $51,125 | $0 |
| Meditology Services | NONE | $34,125 | not reported in the loaded dataset |
| Mount Vernon Printing Company | NONE | $22,719 | not reported in the loaded dataset |
| Rain Networks | NONE | $14,963 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $8,221 | not reported in the loaded dataset |
| Cathedral Corporation | NONE | $5,292 | not reported in the loaded dataset |