Annuity Fund Of Operating Engineers Local 513 — Form 5500 plan (Board Of Trustees Of Annuity Fund Of Operating Engineers Local 513)
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, Annuity Fund Of Operating Engineers Local 513 is a benefit plan reported by Board Of Trustees Of Annuity Fund Of Operating Engineers Local 513 under EIN 43-1712261 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,153 participants and $297,771,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Annuity Fund Of Operating Engineers Local 513
- EIN
- 43-1712261
- Plan number
- 001
- Plan type
- 1
- Location
- Bridgeton, MO
- Latest filing year
- 2023
- Participants
- 9,153
- End-of-year plan assets
- $297,771,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,153 | H, C | 20250217110056NAL0001192035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $297,771,457
- Total liabilities (EOY)
- $1,786,476
- Net assets (EOY)
- $295,984,981
- Net assets (BOY)
- $275,663,237
Income & contributions
- Employer contributions
- $21,682,531
- Total contributions
- $21,682,531
- Total income / additions
- $36,209,668
Expenses & distributions
- Benefits paid
- $15,103,781
- Administrative expenses
- $784,143
- Total expenses
- $15,887,924
- Net increase / (decrease)
- $20,321,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bny Mellon Investment Management Ca | NONE | $185,958 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $164,416 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $119,523 | not reported in the loaded dataset | 2023 |
| Boston Trust Walden Company | NONE | $45,036 | $0 | 2023 |
| Commerce Bank | NONE | $35,108 | not reported in the loaded dataset | 2023 |
| Local 513 | RELATED ADMINISTRATION | $33,791 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $24,442 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank Na | NONE | $23,494 | not reported in the loaded dataset | 2023 |
| Hartnett Reyes-Jones, LLC | NONE | $12,904 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Annuity Fund Of Operating Engineers Local 513
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Bridgeton, MO
- Bny Mellon Investment Management Ca — Schedule C compensation
- National Investment Services — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Boston Trust Walden Company — Schedule C compensation
- Commerce Bank — Schedule C compensation
- Local 513 — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Anders Minkler Huber Helm Llp — Schedule C compensation
- Bmo Harris Bank Na — Schedule C compensation
- Hartnett Reyes-Jones, LLC — Schedule C compensation