2023 Form 5500 filing — Operating Engineers' Local 324, Defined Contribution Pension 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 20250217152028NAL0003367824001) for Operating Engineers' Local 324, Defined Contribution Pension Plan, reported by Joint Board Of Trustees, Operating Engineers Local 324, Dc under EIN 38-3386104 and plan number 002. It reports 18,867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217152028NAL0003367824001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees, Operating Engineers Local 324, Dc
- EIN
- 38-3386104
- Plan number
- 002
- Location
- Troy, MI
- Participants
- 18,867
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $236,635,964
- Total liabilities (EOY)
- $199,424
- Net assets (EOY)
- $236,436,540
- Employer contributions
- $14,080,607
- Total income / additions
- $31,821,960
- Benefits paid
- $13,827,228
- Administrative expenses
- $1,848,164
- Total expenses
- $16,538,261
- Net increase / (decrease)
- $15,283,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crescent Capital Group | NONE KNOWN | $181,118 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE KNOWN | $159,504 | $0 |
| The Bank Of New York Mellon | NONE KNOWN | $134,711 | $0 |
| Permira Advisors Llp | NONE KNOWN | $127,361 | not reported in the loaded dataset |
| Lindsell Train Limited | NONE KNOWN | $123,165 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $119,850 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc. | NONE KNOWN | $109,721 | not reported in the loaded dataset |
| National Invstmnt Serv Of America | NONE KNOWN | $92,243 | not reported in the loaded dataset |
| The London Company Of Virginia, LLC | NONE KNOWN | $90,623 | $0 |
| Solxsys Administrative Solutions | NONE KNOWN | $65,272 | not reported in the loaded dataset |
| Alcentra European Credit Opp Fd | NONE KNOWN | $63,645 | $0 |
| Morgan Stanley | NONE KNOWN | $58,176 | $0 |
| Novara Tesija Catenacci Mcdonald | NONE KNOWN | $57,360 | not reported in the loaded dataset |
| Nepc, LLC | NONE KNOWN | $54,120 | not reported in the loaded dataset |
| Hudson Edge Investment Partners Inc | NONE KNOWN | $52,396 | $0 |
| Loomis Sayles Trust Company | NONE KNOWN | $44,829 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE KNOWN | $40,435 | $0 |
| American Graphics Printing Co. | NONE KNOWN | $33,695 | not reported in the loaded dataset |
| Stefansky, Holloway & Nichols, Inc. | NONE KNOWN | $29,306 | not reported in the loaded dataset |
| Axiom Investors, LLC | NONE KNOWN | $21,101 | $0 |
| Quadient, Inc. | NONE KNOWN | $16,830 | not reported in the loaded dataset |
| Weisman, Young & Ruemenapp | NONE KNOWN | $14,452 | not reported in the loaded dataset |
| Asherkelly | NONE KNOWN | $9,340 | not reported in the loaded dataset |
| Washington Capital Management Inc. | NONE KNOWN | $2,913 | $0 |