Operating Engineers Local 825 Out Of Work Fund — Form 5500 plan (Operating Engineers Local No. 825 Out-Of-Work 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 Out Of Work Fund is a benefit plan reported by Operating Engineers Local No. 825 Out-Of-Work Fund under EIN 23-6033399 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,433 participants and $88,699,227 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operating Engineers Local No. 825 Out-Of-Work Fund
- EIN
- 23-6033399
- Plan number
- 501
- Plan type
- 1
- Location
- Springfield, NJ
- Latest filing year
- 2023
- Participants
- 4,433
- End-of-year plan assets
- $88,699,227
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,433 | H, C | 20250410065523NAL0032791344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,699,227
- Total liabilities (EOY)
- $418,172
- Net assets (EOY)
- $88,281,055
- Net assets (BOY)
- $85,230,172
Income & contributions
- Employer contributions
- $6,423,640
- Total contributions
- $6,423,640
- Total income / additions
- $10,546,718
Expenses & distributions
- Benefits paid
- $6,811,070
- Administrative expenses
- $684,765
- Total expenses
- $7,495,835
- Net increase / (decrease)
- $3,050,883
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iuoe Local 825 Welfare Fund | AFFILIATE | $303,700 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $120,559 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $55,366 | $0 | 2023 |
| Calibre Cpa Group Pllc | NONE | $31,600 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $16,250 | $0 | 2023 |
| Decotiis, Fitzpatrick, Cole & Gibli | NONE | $6,060 | not reported in the loaded dataset | 2023 |
| Susanin, Widman & Brennan, Pc | COUNSEL FOR ASSOCIATED | $5,670 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $5,670 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operating Engineers Local No. 825 Out-Of-Work 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
- Chartwell Investment Partners — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Decotiis, Fitzpatrick, Cole & Gibli — Schedule C compensation
- Susanin, Widman & Brennan, Pc — Schedule C compensation
- Wells Fargo — Schedule C compensation