Operating Engineers Local 101 Pension Fund — Form 5500 plan (Board Of Trustees Of Operating Engineers Local 101 Pension 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 101 Pension Fund is a benefit plan reported by Board Of Trustees Of Operating Engineers Local 101 Pension Fund under EIN 43-6059213 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,004 participants and $930,305,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Operating Engineers Local 101 Pension Fund
- EIN
- 43-6059213
- Plan number
- 001
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 7,004
- End-of-year plan assets
- $930,305,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,004 | H, C | 20241015151911NAL0028908129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $930,305,130
- Total liabilities (EOY)
- $22,059,816
- Net assets (EOY)
- $908,245,314
- Net assets (BOY)
- $836,022,784
Income & contributions
- Employer contributions
- $43,961,545
- Total contributions
- $43,961,545
- Total income / additions
- $143,864,549
Expenses & distributions
- Benefits paid
- $67,146,239
- Administrative expenses
- $4,495,780
- Total expenses
- $71,642,019
- Net increase / (decrease)
- $72,222,530
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stoneridge Pmg Advisors, LLC | NONE | $930,344 | $0 | 2023 |
| Clarion Partners | NONE | $601,211 | not reported in the loaded dataset | 2023 |
| J.P Morgan Investment Management In | NONE | $544,590 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management Compan | NONE | $296,043 | $0 | 2023 |
| The Bank Of New York Mellon | NONE | $286,777 | $0 | 2023 |
| Compusys Of Utah, Inc. | NONE | $278,614 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $221,324 | not reported in the loaded dataset | 2023 |
| Martingale Asset Management, L.P. | NONE | $192,548 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Investment Consulting In | NONE | $171,625 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig, P.A. | NONE | $154,571 | not reported in the loaded dataset | 2023 |
| Central Industrial Sheet Metal | NONE | $146,334 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions, Inc | NONE | $132,413 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $113,230 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $97,288 | $0 | 2023 |
| Cliftonlarsonallen Llp | NONE | $93,893 | not reported in the loaded dataset | 2023 |
| Kessinger/Hunter & Co | NONE | $92,913 | not reported in the loaded dataset | 2023 |
| Reams Asset Management | NONE | $61,731 | not reported in the loaded dataset | 2023 |
| Design Mechanical | NONE | $55,631 | not reported in the loaded dataset | 2023 |
| Jav One Maintenance | NONE | $36,516 | not reported in the loaded dataset | 2023 |
| Staco Electric Company | NONE | $27,888 | not reported in the loaded dataset | 2023 |
| Waste Management | NONE | $26,234 | not reported in the loaded dataset | 2023 |
| Goodwin Pro Turf Inc | NONE | $22,550 | not reported in the loaded dataset | 2023 |
| Service Press | NONE | $8,900 | not reported in the loaded dataset | 2023 |
| Metro Snow Contractors | NONE | $8,523 | not reported in the loaded dataset | 2023 |
| State Industrial Products | NONE | $7,409 | not reported in the loaded dataset | 2023 |
| Rand Construction Company | NONE | $6,816 | not reported in the loaded dataset | 2023 |
| Orion Security Inc | NONE | $6,713 | not reported in the loaded dataset | 2023 |
| Siemens | NONE | $6,569 | not reported in the loaded dataset | 2023 |
| Us Postal Service | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Energize Electronics | NONE | $5,030 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Operating Engineers Local 101 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Stoneridge Pmg Advisors, LLC — Schedule C compensation
- Clarion Partners — Schedule C compensation
- J.P Morgan Investment Management In — Schedule C compensation
- Westfield Capital Management Compan — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Compusys Of Utah, Inc. — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Martingale Asset Management, L.P. — Schedule C compensation
- Aon Hewitt Investment Consulting In — Schedule C compensation
- Blake & Uhlig, P.A. — Schedule C compensation
- Central Industrial Sheet Metal — Schedule C compensation
- Zenith American Solutions, Inc — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Kessinger/Hunter & Co — Schedule C compensation
- Reams Asset Management — Schedule C compensation
- Design Mechanical — Schedule C compensation
- Jav One Maintenance — Schedule C compensation
- Staco Electric Company — Schedule C compensation
- Waste Management — Schedule C compensation
- Goodwin Pro Turf Inc — Schedule C compensation
- Service Press — Schedule C compensation
- Metro Snow Contractors — Schedule C compensation
- State Industrial Products — Schedule C compensation
- Rand Construction Company — Schedule C compensation
- Orion Security Inc — Schedule C compensation
- Siemens — Schedule C compensation
- Us Postal Service — Schedule C compensation
- Energize Electronics — Schedule C compensation