Operating Engineers Local 520 Annuity Plan — Form 5500 plan (Board Of Trustees Operating Engineers Local 520)
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 520 Annuity Plan is a benefit plan reported by Board Of Trustees Operating Engineers Local 520 under EIN 37-1328217 and plan number 101. The latest loaded filing year is 2023. The filing reports 3,012 participants and $237,888,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Operating Engineers Local 520
- EIN
- 37-1328217
- Plan number
- 101
- Plan type
- 1
- Location
- Swansea, IL
- Latest filing year
- 2023
- Participants
- 3,012
- End-of-year plan assets
- $237,888,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,012 | H, C | 20241015081801NAL0027814497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $237,888,910
- Total liabilities (EOY)
- $132,393
- Net assets (EOY)
- $237,756,517
- Net assets (BOY)
- $205,929,118
Income & contributions
- Employer contributions
- $13,144,916
- Total contributions
- $13,181,119
- Total income / additions
- $43,497,444
Expenses & distributions
- Benefits paid
- $11,246,625
- Administrative expenses
- $423,420
- Total expenses
- $11,670,045
- Net increase / (decrease)
- $31,827,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $223,672 | $0 | 2023 |
| Oper Eng Local 520 Annuity Trust Fd | OTHER | $154,622 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services, LLC | INVESTMENT CONSULTING | $41,250 | not reported in the loaded dataset | 2023 |
| Hammond & Shinners, P.C. | ATTORNEY | $15,822 | not reported in the loaded dataset | 2023 |
| Scheffel Boyle | ACCOUNTANT | $14,425 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $8,893 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Operating Engineers Local 520
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Swansea, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Oper Eng Local 520 Annuity Trust Fd — Schedule C compensation
- Investment Consulting Services, LLC — Schedule C compensation
- Hammond & Shinners, P.C. — Schedule C compensation
- Scheffel Boyle — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation