2023 Form 5500 filing — Operating Engineers Vacation-Holiday Savings Trust
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 20250404155510NAL0012069281001) for Operating Engineers Vacation-Holiday Savings Trust, reported by Board Of Trustees, Operating Engineers Vacation- under EIN 95-6067144 and plan number 501. It reports 14,679 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404155510NAL0012069281001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Operating Engineers Vacation-
- EIN
- 95-6067144
- Plan number
- 501
- Location
- Pasadena, CA
- Participants
- 14,679
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,855,890
- Total liabilities (EOY)
- $20,148,849
- Net assets (EOY)
- $6,707,041
- Employer contributions
- $51,996,727
- Participant contributions
- $255,839
- Total income / additions
- $53,323,686
- Benefits paid
- $51,996,727
- Administrative expenses
- $738,765
- Total expenses
- $52,735,492
- Net increase / (decrease)
- $588,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Operating Engineers Funds, Inc. | ADMIN REIMB. | $631,934 | not reported in the loaded dataset |
| Laquer Urban Clifford & Hodge Llp | NONE | $60,262 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $31,390 | not reported in the loaded dataset |
| National Investment Services | NONE | $8,015 | not reported in the loaded dataset |