2023 Form 5500 filing — Operating Engineers Local 825 Profit Sharing 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 20250410060000NAL0032750320001) for Operating Engineers Local 825 Profit Sharing Fund, reported by Operating Engineers Local 825 Profit Sharing Fund under EIN 22-2507282 and plan number 002. It reports 11,947 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410060000NAL0032750320001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operating Engineers Local 825 Profit Sharing Fund
- EIN
- 22-2507282
- Plan number
- 002
- Location
- Springfield, NJ
- Participants
- 11,947
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,438,796,802
- Total liabilities (EOY)
- $1,252,038
- Net assets (EOY)
- $1,437,544,764
- Employer contributions
- $70,018,081
- Total income / additions
- $184,519,270
- Benefits paid
- $70,610,105
- Administrative expenses
- $3,907,319
- Total expenses
- $74,517,424
- Net increase / (decrease)
- $110,001,846
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iuoe Local 825 Welfare Fund | AFFILIATE | $1,258,528 | not reported in the loaded dataset |
| Prudential Retirement Insurance Co | NONE | $252,623 | $0 |
| Investment Performance Services LLC | NONE | $135,000 | $0 |
| Calibre Cpa Group Pllc | NONE | $38,900 | not reported in the loaded dataset |
| Express Press Printing | NONE | $34,971 | not reported in the loaded dataset |
| The Segal Company, Inc. | NONE | $28,625 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,939 | $0 |
| Susanin Widman & Brennan, Pc | COUNSEL FOR BUILDING CONT | $16,883 | not reported in the loaded dataset |
| Decotiis, Fitzpatrick, Cole & Gibli | NONE | $12,120 | not reported in the loaded dataset |