The General Pension Plan Of The International Union Of Operating Engineers — Form 5500 plan (Pension Bd Of The General Pension Plan Of The Int'L Union Of Operating)

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, The General Pension Plan Of The International Union Of Operating Engineers is a benefit plan reported by Pension Bd Of The General Pension Plan Of The Int'L Union Of Operating under EIN 52-6124299 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,593 participants and $1,133,913,361 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pension Bd Of The General Pension Plan Of The Int'L Union Of Operating
EIN
52-6124299
Plan number
001
Plan type
1
Location
Washington, DC
Latest filing year
2023
Participants
6,593
End-of-year plan assets
$1,133,913,361

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,593H, C20241015143611NAL0049950400004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,133,913,361
Total liabilities (EOY)
$14,035,660
Net assets (EOY)
$1,119,877,701
Net assets (BOY)
$1,012,183,023

Income & contributions

Employer contributions
$48,423,192
Total contributions
$48,423,192
Total income / additions
$194,326,530

Expenses & distributions

Benefits paid
$82,659,479
Administrative expenses
$3,972,373
Total expenses
$86,631,852
Net increase / (decrease)
$107,694,678

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fuller And ThalerNONE$648,776$02023
T. Rowe PriceNONE$414,433$02023
Christopher HanleyPARTICIPANT$329,642not reported in the loaded dataset2023
Ifm Investors Pty LtdNONE$0$272,4762023
Loomis Sayles Trust CompanyNONE$184,373not reported in the loaded dataset2023
Corinne KochPARTICIPANT$175,760not reported in the loaded dataset2023
State Street Global AdvisorsNONE$172,097not reported in the loaded dataset2023
The Segal CompanyNONE$150,000not reported in the loaded dataset2023
Intl Union Of Operating EngineersEMPLOYER$148,038not reported in the loaded dataset2023
Reams Asset ManagementNONE$145,701not reported in the loaded dataset2023
Carol SkoppPARTICIPANT$131,245not reported in the loaded dataset2023
Gallagher Fiduciary Advisors, LLCNONE$120,000not reported in the loaded dataset2023
Prudential Insurance CompanyNONE$113,635$02023
Calibre Cpa Group PllcNONE$101,819not reported in the loaded dataset2023
O'Donoghue & O'DonoghueNONE$80,995not reported in the loaded dataset2023
Shipshape ItNONE$59,097not reported in the loaded dataset2023
Emily Bradford-BeneshPARTICIPANT$56,617not reported in the loaded dataset2023
Insight Systems CorporationNONE$55,816not reported in the loaded dataset2023
Kelly Press, Inc.NONE$52,575not reported in the loaded dataset2023
State Street Bank & Trust CompanyNONE$51,125$02023
Meditology ServicesNONE$34,125not reported in the loaded dataset2023
Mount Vernon Printing CompanyNONE$22,719not reported in the loaded dataset2023
Rain NetworksNONE$14,963not reported in the loaded dataset2023
Pension Benefit InformationNONE$8,221not reported in the loaded dataset2023
Cathedral CorporationNONE$5,292not reported in the loaded dataset2023

Related Form 5500 pages