2023 Form 5500 filing — Ohio Operating Engineers 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 20250515145145NAL0029224560001) for Ohio Operating Engineers Pension Plan, reported by Ohio Operating Engineers Pension Plan under EIN 31-6129968 and plan number 001. It reports 19,066 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515145145NAL0029224560001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ohio Operating Engineers Pension Plan
- EIN
- 31-6129968
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 19,066
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,592,540,979
- Total liabilities (EOY)
- $170,170,014
- Net assets (EOY)
- $3,422,370,965
- Employer contributions
- $107,052,546
- Total income / additions
- $495,383,345
- Benefits paid
- $172,297,043
- Administrative expenses
- $10,728,444
- Total expenses
- $183,025,487
- Net increase / (decrease)
- $312,357,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Parnassus Investments Inc | not reported in the loaded dataset | $1,105,213 | not reported in the loaded dataset |
| T Rowe Price Associates | not reported in the loaded dataset | $1,026,053 | not reported in the loaded dataset |
| Prudential Investments | not reported in the loaded dataset | $880,593 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc. | not reported in the loaded dataset | $740,973 | not reported in the loaded dataset |
| Pacific Investment Management Co. | not reported in the loaded dataset | $626,749 | not reported in the loaded dataset |
| Lazard Asset Management | not reported in the loaded dataset | $622,935 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | not reported in the loaded dataset | $612,265 | not reported in the loaded dataset |
| Kkr Diversified Core Infrastructure | not reported in the loaded dataset | $456,310 | not reported in the loaded dataset |
| Blackrock Institutional Trust | not reported in the loaded dataset | $301,289 | not reported in the loaded dataset |
| Reams Asset Management | not reported in the loaded dataset | $292,941 | not reported in the loaded dataset |
| Ubs Trumbull Property Fund | not reported in the loaded dataset | $289,013 | not reported in the loaded dataset |
| Morgan Stanley Prime Property Fund | not reported in the loaded dataset | $280,468 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, Na | not reported in the loaded dataset | $231,600 | not reported in the loaded dataset |
| Aon Hewitt Investment Consulting, I | not reported in the loaded dataset | $216,396 | not reported in the loaded dataset |
| Hylant Group, Inc. | not reported in the loaded dataset | $212,129 | not reported in the loaded dataset |
| The Segal Company | not reported in the loaded dataset | $176,639 | not reported in the loaded dataset |
| Macolley LLC | not reported in the loaded dataset | $161,194 | not reported in the loaded dataset |
| Ledbetter Partners LLC | not reported in the loaded dataset | $88,432 | not reported in the loaded dataset |
| Wilson, Carol | EMPLOYEE | $65,601 | not reported in the loaded dataset |
| C&P Advisors LLC | not reported in the loaded dataset | $60,765 | not reported in the loaded dataset |
| Tolley, Tim | EMPLOYEE | $53,184 | not reported in the loaded dataset |
| Buckingham, Laura | EMPLOYEE | $52,350 | not reported in the loaded dataset |
| Ebbeler, Susan | EMPLOYEE | $50,095 | not reported in the loaded dataset |
| Barker, Stacey | EMPLOYEE | $41,600 | not reported in the loaded dataset |
| J&P Paving Masonry And Sealant Inc | not reported in the loaded dataset | $38,900 | not reported in the loaded dataset |
| Dorney, Susan | EMPLOYEE | $37,372 | not reported in the loaded dataset |
| Cramer, James | EMPLOYEE | $33,841 | not reported in the loaded dataset |
| Helmick, Justin | EMPLOYEE | $33,675 | not reported in the loaded dataset |
| Hower, Madison | EMPLOYEE | $32,333 | not reported in the loaded dataset |
| Five Star Painting | not reported in the loaded dataset | $31,157 | not reported in the loaded dataset |
| Vorys Sater Seymour And Pease | not reported in the loaded dataset | $23,204 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | not reported in the loaded dataset | $22,500 | not reported in the loaded dataset |
| Luli, Braden | EMPLOYEE | $21,894 | not reported in the loaded dataset |
| Soltesz, Troy | EMPLOYEE | $21,719 | not reported in the loaded dataset |
| Pullins, Kim | EMPLOYEE | $21,089 | not reported in the loaded dataset |
| Martin, Susan | EMPLOYEE | $17,968 | not reported in the loaded dataset |
| Buis Burgi | not reported in the loaded dataset | $15,944 | not reported in the loaded dataset |
| Wai Construction Group LLC | not reported in the loaded dataset | $15,677 | not reported in the loaded dataset |
| Garwood, Judy | EMPLOYEE | $15,421 | not reported in the loaded dataset |
| Rose, Grace | EMPLOYEE | $14,701 | not reported in the loaded dataset |
| Scott, Stephanie | EMPLOYEE | $14,425 | not reported in the loaded dataset |
| Wise-Miller, Sherry | EMPLOYEE | $14,416 | not reported in the loaded dataset |
| Gordon, Terry | EMPLOYEE | $14,187 | not reported in the loaded dataset |
| Boehmer, Amelia | EMPLOYEE | $13,575 | not reported in the loaded dataset |
| Scott, Jessica | EMPLOYEE | $13,257 | not reported in the loaded dataset |
| Lisa Mcintosh | EMPLOYEE | $9,531 | not reported in the loaded dataset |
| Blueteam Networks | not reported in the loaded dataset | $7,964 | not reported in the loaded dataset |
| Tara Gersper | EMPLOYEE | $7,669 | not reported in the loaded dataset |
| Beards Builders LLC | not reported in the loaded dataset | $6,400 | not reported in the loaded dataset |
| Farber Mechanical Contractors | not reported in the loaded dataset | $6,095 | not reported in the loaded dataset |
| Medquest Evaluators LLC | not reported in the loaded dataset | $5,101 | not reported in the loaded dataset |