2023 Form 5500 filing — Operating Engineers Pension 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 20250415155504NAL0001619075001) for Operating Engineers Pension Trust, reported by Board Of Trustees, Operating Engineers Pension Trust under EIN 95-6032478 and plan number 001. It reports 38,149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415155504NAL0001619075001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Operating Engineers Pension Trust
- EIN
- 95-6032478
- Plan number
- 001
- Location
- Pasadena, CA
- Participants
- 38,149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,505,186,540
- Total liabilities (EOY)
- $103,446,930
- Net assets (EOY)
- $3,401,739,610
- Employer contributions
- $228,061,847
- Total income / additions
- $520,590,989
- Benefits paid
- $251,306,699
- Administrative expenses
- $23,829,067
- Total expenses
- $278,885,766
- Net increase / (decrease)
- $241,705,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Washington Capital Management, Inc | NONE | $10,523,987 | not reported in the loaded dataset |
| Operating Engineers Funds, Inc. | ADMIN. REIMB. | $7,215,738 | not reported in the loaded dataset |
| Bny Mellon Investment Adviser, Inc. | NONE | $1,905,312 | not reported in the loaded dataset |
| Laquer Urban Clifford & Hodge Llp | NONE | $1,152,159 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | NONE | $1,111,794 | not reported in the loaded dataset |
| Wellington Trust | NONE | $694,649 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $465,318 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $310,092 | not reported in the loaded dataset |
| Sulivan Curtis Monroe Ins Svcs, LLC | NONE | $0 | $308,597 |
| Pemberton | NONE | $255,417 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $154,160 | not reported in the loaded dataset |
| Rael & Letson | NONE | $152,941 | not reported in the loaded dataset |
| The Segal Co (Western States), Inc. | NONE | $147,756 | not reported in the loaded dataset |
| West Publishing Corporation | NONE | $50,770 | not reported in the loaded dataset |
| Parker Milliken | NONE | $30,722 | not reported in the loaded dataset |
| Law Offices Of Carroll & Scully | NONE | $26,135 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $12,517 | not reported in the loaded dataset |
| Jams, Inc. | NONE | $6,584 | not reported in the loaded dataset |
| Hutchinson And Bloodgood, Llp | NONE | $6,385 | not reported in the loaded dataset |