Operating Engineers Local 825 Profit Sharing Fund — Form 5500 plan (Operating Engineers Local 825 Profit Sharing Fund)
Plain-English plan 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, Operating Engineers Local 825 Profit Sharing Fund is a benefit plan reported by Operating Engineers Local 825 Profit Sharing Fund under EIN 22-2507282 and plan number 002. The latest loaded filing year is 2023. The filing reports 11,947 participants and $1,438,796,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operating Engineers Local 825 Profit Sharing Fund
- EIN
- 22-2507282
- Plan number
- 002
- Plan type
- 1
- Location
- Springfield, NJ
- Latest filing year
- 2023
- Participants
- 11,947
- End-of-year plan assets
- $1,438,796,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,947 | H, C | 20250410060000NAL0032750320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,438,796,802
- Total liabilities (EOY)
- $1,252,038
- Net assets (EOY)
- $1,437,544,764
- Net assets (BOY)
- $1,327,542,918
Income & contributions
- Employer contributions
- $70,018,081
- Total contributions
- $70,151,786
- Total income / additions
- $184,519,270
Expenses & distributions
- Benefits paid
- $70,610,105
- Administrative expenses
- $3,907,319
- Total expenses
- $74,517,424
- Net increase / (decrease)
- $110,001,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iuoe Local 825 Welfare Fund | AFFILIATE | $1,258,528 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance Co | NONE | $252,623 | $0 | 2023 |
| Investment Performance Services LLC | NONE | $135,000 | $0 | 2023 |
| Calibre Cpa Group Pllc | NONE | $38,900 | not reported in the loaded dataset | 2023 |
| Express Press Printing | NONE | $34,971 | not reported in the loaded dataset | 2023 |
| The Segal Company, Inc. | NONE | $28,625 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $18,939 | $0 | 2023 |
| Susanin Widman & Brennan, Pc | COUNSEL FOR BUILDING CONT | $16,883 | not reported in the loaded dataset | 2023 |
| Decotiis, Fitzpatrick, Cole & Gibli | NONE | $12,120 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operating Engineers Local 825 Profit Sharing Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Springfield, NJ
- Iuoe Local 825 Welfare Fund — Schedule C compensation
- Prudential Retirement Insurance Co — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Express Press Printing — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Susanin Widman & Brennan, Pc — Schedule C compensation
- Decotiis, Fitzpatrick, Cole & Gibli — Schedule C compensation