Operating Engineers' Local 324 Pension Fund — Form 5500 plan (Joint Board Of Trustees Operating Engineers Local 324)
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 324 Pension Fund is a benefit plan reported by Joint Board Of Trustees Operating Engineers Local 324 under EIN 38-1900637 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,276 participants and $1,819,108,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Operating Engineers Local 324
- EIN
- 38-1900637
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 20,276
- End-of-year plan assets
- $1,819,108,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,276 | H, C | 20250217151809NAL0001924577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,819,108,171
- Total liabilities (EOY)
- $23,994,627
- Net assets (EOY)
- $1,795,113,544
- Net assets (BOY)
- $1,626,975,272
Income & contributions
- Employer contributions
- $175,165,166
- Total contributions
- $175,165,166
- Total income / additions
- $348,676,711
Expenses & distributions
- Benefits paid
- $165,652,505
- Administrative expenses
- $14,885,934
- Total expenses
- $180,538,439
- Net increase / (decrease)
- $168,138,272
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Permira Credit Solutions Managed Ac | NONE KNOWN | $1,018,891 | $0 | 2023 |
| Earnest Partners, LLC | NONE KNOWN | $929,627 | $0 | 2023 |
| Benefit Street Partners Senior Secu | NONE KNOWN | $700,649 | $0 | 2023 |
| Asb Capital Management LLC | NONE KNOWN | $609,870 | not reported in the loaded dataset | 2023 |
| National Investment Services Of Ame | NONE KNOWN | $543,874 | not reported in the loaded dataset | 2023 |
| Invesco Private Cr Opp Fd Lp | NONE KNOWN | $483,848 | not reported in the loaded dataset | 2023 |
| Solxsys Administrative Solutions | NONE KNOWN | $412,035 | not reported in the loaded dataset | 2023 |
| Monomoy Capital Partners Aiv Iii Lp | NONE KNOWN | $400,192 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc. | NONE KNOWN | $385,246 | not reported in the loaded dataset | 2023 |
| Asher Kelly | NONE KNOWN | $349,590 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE KNOWN | $334,873 | not reported in the loaded dataset | 2023 |
| Crescent Capital | NONE KNOWN | $329,305 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $327,700 | not reported in the loaded dataset | 2023 |
| Pemberton Evergreen Alt Credit Fd | NONE KNOWN | $323,549 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE KNOWN | $317,036 | not reported in the loaded dataset | 2023 |
| Wacap O Real Estate Opp Fd Viii | NONE KNOWN | $311,391 | not reported in the loaded dataset | 2023 |
| Stefansky, Holloway & Nichols, Inc. | NONE KNOWN | $290,207 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co. | NONE KNOWN | $276,366 | not reported in the loaded dataset | 2023 |
| Siguler Guff | NONE KNOWN | $235,684 | not reported in the loaded dataset | 2023 |
| Novara Tesija Catenacci Mcdonald & | NONE KNOWN | $234,930 | not reported in the loaded dataset | 2023 |
| Bpea Strategic Healthcare Ii Lp | NONE KNOWN | $228,279 | not reported in the loaded dataset | 2023 |
| Blue Wolf Capital Partners | NONE KNOWN | $222,865 | $0 | 2023 |
| Weisman, Young & Ruemenapp, P.C. | NONE KNOWN | $193,952 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE KNOWN | $189,152 | not reported in the loaded dataset | 2023 |
| King Street Capital Management, Lp | NONE KNOWN | $179,830 | $0 | 2023 |
| Adams Street Partners, LLC | NONE KNOWN | $173,931 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE KNOWN | $160,505 | not reported in the loaded dataset | 2023 |
| North Sky Capital LLC | NONE KNOWN | $156,069 | not reported in the loaded dataset | 2023 |
| Sterling United Properties I, L.P. | NONE KNOWN | $139,476 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE KNOWN | $128,061 | $0 | 2023 |
| Axiom Investors, LLC | NONE KNOWN | $123,816 | $0 | 2023 |
| Ares Commercial Real Estate Mgmt | NONE KNOWN | $118,949 | $0 | 2023 |
| Washington Capital Management, Inc. | NONE KNOWN | $113,899 | not reported in the loaded dataset | 2023 |
| Bpea Private Equity | NONE KNOWN | $101,450 | not reported in the loaded dataset | 2023 |
| Angelo, Gordon & Co. | NONE KNOWN | $86,851 | not reported in the loaded dataset | 2023 |
| Timothy Lalonde | EMPLOYEE | $85,039 | not reported in the loaded dataset | 2023 |
| Bentallgreenoak | NONE KNOWN | $79,883 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Private Eq Vii Gp | NONE KNOWN | $75,000 | $0 | 2023 |
| Chadwick Capanda | EMPLOYEE | $69,217 | not reported in the loaded dataset | 2023 |
| Brian Ganton | EMPLOYEE | $68,187 | not reported in the loaded dataset | 2023 |
| Alcentra European Credit Opp | NONE KNOWN | $64,353 | $0 | 2023 |
| Brian Tatman | EMPLOYEE | $64,114 | not reported in the loaded dataset | 2023 |
| Shavon M Bellia | EMPLOYEE | $62,946 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Capital Advisors, Lp | NONE KNOWN | $57,605 | $0 | 2023 |
| Mesirow Financial Private Eq Viii G | NONE KNOWN | $57,450 | $0 | 2023 |
| Mellon Capital | NONE KNOWN | $56,085 | not reported in the loaded dataset | 2023 |
| Jenna Bak | EMPLOYEE | $49,522 | not reported in the loaded dataset | 2023 |
| Taylor Young | EMPLOYEE | $40,135 | not reported in the loaded dataset | 2023 |
| Michelle Kolar | EMPLOYEE | $39,468 | not reported in the loaded dataset | 2023 |
| Stephanie Prior | EMPLOYEE | $34,527 | not reported in the loaded dataset | 2023 |
| Ccmp Capital Investors Iii Lp | NONE KNOWN | $29,442 | not reported in the loaded dataset | 2023 |
| Laura Turton | EMPLOYEE | $27,681 | not reported in the loaded dataset | 2023 |
| Kristina Wade | EMPLOYEE | $27,525 | not reported in the loaded dataset | 2023 |
| Lisa Lauzon | EMPLOYEE | $26,515 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | NONE KNOWN | $24,348 | not reported in the loaded dataset | 2023 |
| Zenwork, Inc. | NONE KNOWN | $23,066 | not reported in the loaded dataset | 2023 |
| Michael Richard Roll | NONE KNOWN | $17,607 | not reported in the loaded dataset | 2023 |
| Ngp Natural Resources X, L.P. | NONE KNOWN | $17,032 | $0 | 2023 |
| Monroe Capital Management Advisors | NONE KNOWN | $17,031 | $0 | 2023 |
| Entrust Global Partners Offshore Lp | NONE KNOWN | $12,229 | $0 | 2023 |
| Tpg Opportunities Partners | NONE KNOWN | $11,047 | not reported in the loaded dataset | 2023 |
| Maddin, Hauser, Roth & Heller | NONE KNOWN | $9,572 | not reported in the loaded dataset | 2023 |
| Watkins, Pawlick, Calati & Prifti | NONE KNOWN | $7,419 | not reported in the loaded dataset | 2023 |
| Corrigan Record Storage, LLC | NONE KNOWN | $6,666 | not reported in the loaded dataset | 2023 |
| Jeffrey M. Lesser, P.C. | NONE KNOWN | $6,286 | not reported in the loaded dataset | 2023 |
| Graphic Sciences, Inc. | NONE KNOWN | $5,736 | not reported in the loaded dataset | 2023 |
| Grosvenor Capital Management, L.P. | NONE KNOWN | $2,324 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Operating Engineers Local 324
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Permira Credit Solutions Managed Ac — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Benefit Street Partners Senior Secu — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- National Investment Services Of Ame — Schedule C compensation
- Invesco Private Cr Opp Fd Lp — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Monomoy Capital Partners Aiv Iii Lp — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- Asher Kelly — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Crescent Capital — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Pemberton Evergreen Alt Credit Fd — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Wacap O Real Estate Opp Fd Viii — Schedule C compensation
- Stefansky, Holloway & Nichols, Inc. — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation
- Siguler Guff — Schedule C compensation
- Novara Tesija Catenacci Mcdonald & — Schedule C compensation
- Bpea Strategic Healthcare Ii Lp — Schedule C compensation
- Blue Wolf Capital Partners — Schedule C compensation
- Weisman, Young & Ruemenapp, P.C. — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- King Street Capital Management, Lp — Schedule C compensation
- Adams Street Partners, LLC — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- North Sky Capital LLC — Schedule C compensation
- Sterling United Properties I, L.P. — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Axiom Investors, LLC — Schedule C compensation
- Ares Commercial Real Estate Mgmt — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Bpea Private Equity — Schedule C compensation
- Angelo, Gordon & Co. — Schedule C compensation
- Timothy Lalonde — Schedule C compensation
- Bentallgreenoak — Schedule C compensation
- Mesirow Financial Private Eq Vii Gp — Schedule C compensation
- Chadwick Capanda — Schedule C compensation
- Brian Ganton — Schedule C compensation
- Alcentra European Credit Opp — Schedule C compensation
- Brian Tatman — Schedule C compensation
- Shavon M Bellia — Schedule C compensation
- Kayne Anderson Capital Advisors, Lp — Schedule C compensation
- Mesirow Financial Private Eq Viii G — Schedule C compensation
- Mellon Capital — Schedule C compensation
- Jenna Bak — Schedule C compensation
- Taylor Young — Schedule C compensation
- Michelle Kolar — Schedule C compensation
- Stephanie Prior — Schedule C compensation
- Ccmp Capital Investors Iii Lp — Schedule C compensation
- Laura Turton — Schedule C compensation
- Kristina Wade — Schedule C compensation
- Lisa Lauzon — Schedule C compensation
- Pension Benefit Information — Schedule C compensation
- Zenwork, Inc. — Schedule C compensation
- Michael Richard Roll — Schedule C compensation
- Ngp Natural Resources X, L.P. — Schedule C compensation
- Monroe Capital Management Advisors — Schedule C compensation
- Entrust Global Partners Offshore Lp — Schedule C compensation
- Tpg Opportunities Partners — Schedule C compensation
- Maddin, Hauser, Roth & Heller — Schedule C compensation
- Watkins, Pawlick, Calati & Prifti — Schedule C compensation
- Corrigan Record Storage, LLC — Schedule C compensation
- Jeffrey M. Lesser, P.C. — Schedule C compensation
- Graphic Sciences, Inc. — Schedule C compensation
- Grosvenor Capital Management, L.P. — Schedule C compensation