2023 Form 5500 filing — Operating Engineers Local 101 Pension Fund
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 20241015151911NAL0028908129001) for Operating Engineers Local 101 Pension Fund, reported by Board Of Trustees Of Operating Engineers Local 101 Pension Fund under EIN 43-6059213 and plan number 001. It reports 7,004 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151911NAL0028908129001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Operating Engineers Local 101 Pension Fund
- EIN
- 43-6059213
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 7,004
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $930,305,130
- Total liabilities (EOY)
- $22,059,816
- Net assets (EOY)
- $908,245,314
- Employer contributions
- $43,961,545
- Total income / additions
- $143,864,549
- Benefits paid
- $67,146,239
- Administrative expenses
- $4,495,780
- Total expenses
- $71,642,019
- Net increase / (decrease)
- $72,222,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stoneridge Pmg Advisors, LLC | NONE | $930,344 | $0 |
| Clarion Partners | NONE | $601,211 | not reported in the loaded dataset |
| J.P Morgan Investment Management In | NONE | $544,590 | not reported in the loaded dataset |
| Westfield Capital Management Compan | NONE | $296,043 | $0 |
| The Bank Of New York Mellon | NONE | $286,777 | $0 |
| Compusys Of Utah, Inc. | NONE | $278,614 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $221,324 | not reported in the loaded dataset |
| Martingale Asset Management, L.P. | NONE | $192,548 | not reported in the loaded dataset |
| Aon Hewitt Investment Consulting In | NONE | $171,625 | not reported in the loaded dataset |
| Blake & Uhlig, P.A. | NONE | $154,571 | not reported in the loaded dataset |
| Central Industrial Sheet Metal | NONE | $146,334 | not reported in the loaded dataset |
| Zenith American Solutions, Inc | NONE | $132,413 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $113,230 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $97,288 | $0 |
| Cliftonlarsonallen Llp | NONE | $93,893 | not reported in the loaded dataset |
| Kessinger/Hunter & Co | NONE | $92,913 | not reported in the loaded dataset |
| Reams Asset Management | NONE | $61,731 | not reported in the loaded dataset |
| Design Mechanical | NONE | $55,631 | not reported in the loaded dataset |
| Jav One Maintenance | NONE | $36,516 | not reported in the loaded dataset |
| Staco Electric Company | NONE | $27,888 | not reported in the loaded dataset |
| Waste Management | NONE | $26,234 | not reported in the loaded dataset |
| Goodwin Pro Turf Inc | NONE | $22,550 | not reported in the loaded dataset |
| Service Press | NONE | $8,900 | not reported in the loaded dataset |
| Metro Snow Contractors | NONE | $8,523 | not reported in the loaded dataset |
| State Industrial Products | NONE | $7,409 | not reported in the loaded dataset |
| Rand Construction Company | NONE | $6,816 | not reported in the loaded dataset |
| Orion Security Inc | NONE | $6,713 | not reported in the loaded dataset |
| Siemens | NONE | $6,569 | not reported in the loaded dataset |
| Us Postal Service | NONE | $6,000 | not reported in the loaded dataset |
| Energize Electronics | NONE | $5,030 | not reported in the loaded dataset |