Operating Engineers Local 77 Individual Account Plan — Form 5500 plan (Board Of Trustees Operating Engineers Local 77 Individual Account Plan)
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 77 Individual Account Plan is a benefit plan reported by Board Of Trustees Operating Engineers Local 77 Individual Account Plan under EIN 52-2241121 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,515 participants and $46,298,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Operating Engineers Local 77 Individual Account Plan
- EIN
- 52-2241121
- Plan number
- 001
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 3,515
- End-of-year plan assets
- $46,298,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,515 | H, C | 20241014213250NAL0028318177002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,298,859
- Total liabilities (EOY)
- $7,576
- Net assets (EOY)
- $46,291,283
- Net assets (BOY)
- $39,894,528
Income & contributions
- Employer contributions
- $2,454,984
- Participant contributions
- $1,060,703
- Total contributions
- $3,515,687
- Total income / additions
- $9,577,398
Expenses & distributions
- Benefits paid
- $2,833,742
- Administrative expenses
- $346,901
- Total expenses
- $3,180,643
- Net increase / (decrease)
- $6,396,755
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $216,370 | $0 | 2023 |
| Associated Administrators, LLC | NONE | $135,102 | not reported in the loaded dataset | 2023 |
| Investment Performance Services, Ll | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Mcchesney & Dale, P.C. | NONE | $12,430 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $11,105 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Operating Engineers Local 77 Individual Account Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Empower Annuity Insurance Company O — Schedule C compensation
- Associated Administrators, LLC — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- Mcchesney & Dale, P.C. — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation