Operating Engineers Local No 37 Severance & Annuity Fund — Form 5500 plan (Brd Of Trustees Oe 37 S&A 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 No 37 Severance & Annuity Fund is a benefit plan reported by Brd Of Trustees Oe 37 S&A Fund under EIN 52-1215784 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,928 participants and $80,802,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brd Of Trustees Oe 37 S&A Fund
- EIN
- 52-1215784
- Plan number
- 002
- Plan type
- 1
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 3,928
- End-of-year plan assets
- $80,802,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,928 | H, C | 20241011064703NAL0022327809004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,802,618
- Total liabilities (EOY)
- $60,161
- Net assets (EOY)
- $80,742,457
- Net assets (BOY)
- $76,277,481
Income & contributions
- Employer contributions
- $4,030,566
- Total contributions
- $4,030,566
- Total income / additions
- $10,143,243
Expenses & distributions
- Benefits paid
- $5,109,419
- Administrative expenses
- $568,848
- Total expenses
- $5,678,267
- Net increase / (decrease)
- $4,464,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Decision Science, Inc. | NONE | $141,882 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company | NONE | $83,426 | $0 | 2023 |
| Rbc Global Asset Management | NONE | $79,633 | not reported in the loaded dataset | 2023 |
| Intercontinental Re Corporation | NONE | $60,842 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $40,592 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $29,809 | $0 | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $26,033 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $21,583 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $12,555 | not reported in the loaded dataset | 2023 |
| Us Bank, N.A. | NONE | $6,969 | $0 | 2023 |
| Northern Trust Corporation | NONE | $1,936 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brd Of Trustees Oe 37 S&A Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Decision Science, Inc. — Schedule C compensation
- Loomis, Sayles & Company — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- Intercontinental Re Corporation — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Us Bank, N.A. — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation