2023 Form 5500 filing — Operating Engineers Local 139 Defined Contribution Annuity 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 20250306151831NAL0010468481002) for Operating Engineers Local 139 Defined Contribution Annuity Fund, reported by Trustees -Operating Engineers Local 139 Defined Contribution Annuity F under EIN 86-6489984 and plan number 001. It reports 6,242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250306151831NAL0010468481002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees -Operating Engineers Local 139 Defined Contribution Annuity F
- EIN
- 86-6489984
- Plan number
- 001
- Location
- Pewaukee, WI
- Participants
- 6,242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,101,240
- Total liabilities (EOY)
- $87,063
- Net assets (EOY)
- $34,014,177
- Employer contributions
- $16,942,773
- Total income / additions
- $20,963,787
- Benefits paid
- $362,527
- Administrative expenses
- $502,912
- Total expenses
- $865,439
- Net increase / (decrease)
- $20,098,348
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $449,841 | $0 |
| Benesys | NONE | $28,379 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $9,500 | not reported in the loaded dataset |
| Construction Business Group | AFFILIATED ORGANIZATION | $7,612 | not reported in the loaded dataset |