Ohio Operating Engineers Pension Plan — Form 5500 plan (Ohio Operating Engineers Pension Plan)

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, Ohio Operating Engineers Pension Plan is a benefit plan reported by Ohio Operating Engineers Pension Plan under EIN 31-6129968 and plan number 001. The latest loaded filing year is 2023. The filing reports 19,066 participants and $3,592,540,979 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ohio Operating Engineers Pension Plan
EIN
31-6129968
Plan number
001
Plan type
1
Location
Columbus, OH
Latest filing year
2023
Participants
19,066
End-of-year plan assets
$3,592,540,979

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,066H, C20250515145145NAL0029224560001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,592,540,979
Total liabilities (EOY)
$170,170,014
Net assets (EOY)
$3,422,370,965
Net assets (BOY)
$3,110,013,107

Income & contributions

Employer contributions
$107,052,546
Total contributions
$107,052,546
Total income / additions
$495,383,345

Expenses & distributions

Benefits paid
$172,297,043
Administrative expenses
$10,728,444
Total expenses
$183,025,487
Net increase / (decrease)
$312,357,858

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Parnassus Investments Incnot reported in the loaded dataset$1,105,213not reported in the loaded dataset2023
T Rowe Price Associatesnot reported in the loaded dataset$1,026,053not reported in the loaded dataset2023
Prudential Investmentsnot reported in the loaded dataset$880,593not reported in the loaded dataset2023
Sierra Investment Partners, Inc.not reported in the loaded dataset$740,973not reported in the loaded dataset2023
Pacific Investment Management Co.not reported in the loaded dataset$626,749not reported in the loaded dataset2023
Lazard Asset Managementnot reported in the loaded dataset$622,935not reported in the loaded dataset2023
Parametric Portfolio Associates LLCnot reported in the loaded dataset$612,265not reported in the loaded dataset2023
Kkr Diversified Core Infrastructurenot reported in the loaded dataset$456,310not reported in the loaded dataset2023
Blackrock Institutional Trustnot reported in the loaded dataset$301,289not reported in the loaded dataset2023
Reams Asset Managementnot reported in the loaded dataset$292,941not reported in the loaded dataset2023
Ubs Trumbull Property Fundnot reported in the loaded dataset$289,013not reported in the loaded dataset2023
Morgan Stanley Prime Property Fundnot reported in the loaded dataset$280,468not reported in the loaded dataset2023
Jpmorgan Chase Bank, Nanot reported in the loaded dataset$231,600not reported in the loaded dataset2023
Aon Hewitt Investment Consulting, Inot reported in the loaded dataset$216,396not reported in the loaded dataset2023
Hylant Group, Inc.not reported in the loaded dataset$212,129not reported in the loaded dataset2023
The Segal Companynot reported in the loaded dataset$176,639not reported in the loaded dataset2023
Macolley LLCnot reported in the loaded dataset$161,194not reported in the loaded dataset2023
Ledbetter Partners LLCnot reported in the loaded dataset$88,432not reported in the loaded dataset2023
Wilson, CarolEMPLOYEE$65,601not reported in the loaded dataset2023
C&P Advisors LLCnot reported in the loaded dataset$60,765not reported in the loaded dataset2023
Tolley, TimEMPLOYEE$53,184not reported in the loaded dataset2023
Buckingham, LauraEMPLOYEE$52,350not reported in the loaded dataset2023
Ebbeler, SusanEMPLOYEE$50,095not reported in the loaded dataset2023
Barker, StaceyEMPLOYEE$41,600not reported in the loaded dataset2023
J&P Paving Masonry And Sealant Incnot reported in the loaded dataset$38,900not reported in the loaded dataset2023
Dorney, SusanEMPLOYEE$37,372not reported in the loaded dataset2023
Cramer, JamesEMPLOYEE$33,841not reported in the loaded dataset2023
Helmick, JustinEMPLOYEE$33,675not reported in the loaded dataset2023
Hower, MadisonEMPLOYEE$32,333not reported in the loaded dataset2023
Five Star Paintingnot reported in the loaded dataset$31,157not reported in the loaded dataset2023
Vorys Sater Seymour And Peasenot reported in the loaded dataset$23,204not reported in the loaded dataset2023
Pension Benefit Information, LLCnot reported in the loaded dataset$22,500not reported in the loaded dataset2023
Luli, BradenEMPLOYEE$21,894not reported in the loaded dataset2023
Soltesz, TroyEMPLOYEE$21,719not reported in the loaded dataset2023
Pullins, KimEMPLOYEE$21,089not reported in the loaded dataset2023
Martin, SusanEMPLOYEE$17,968not reported in the loaded dataset2023
Buis Burginot reported in the loaded dataset$15,944not reported in the loaded dataset2023
Wai Construction Group LLCnot reported in the loaded dataset$15,677not reported in the loaded dataset2023
Garwood, JudyEMPLOYEE$15,421not reported in the loaded dataset2023
Rose, GraceEMPLOYEE$14,701not reported in the loaded dataset2023
Scott, StephanieEMPLOYEE$14,425not reported in the loaded dataset2023
Wise-Miller, SherryEMPLOYEE$14,416not reported in the loaded dataset2023
Gordon, TerryEMPLOYEE$14,187not reported in the loaded dataset2023
Boehmer, AmeliaEMPLOYEE$13,575not reported in the loaded dataset2023
Scott, JessicaEMPLOYEE$13,257not reported in the loaded dataset2023
Lisa McintoshEMPLOYEE$9,531not reported in the loaded dataset2023
Blueteam Networksnot reported in the loaded dataset$7,964not reported in the loaded dataset2023
Tara GersperEMPLOYEE$7,669not reported in the loaded dataset2023
Beards Builders LLCnot reported in the loaded dataset$6,400not reported in the loaded dataset2023
Farber Mechanical Contractorsnot reported in the loaded dataset$6,095not reported in the loaded dataset2023
Medquest Evaluators LLCnot reported in the loaded dataset$5,101not reported in the loaded dataset2023

Related Form 5500 pages