Operating Engineers Local No. 147 Annuity Fund — Form 5500 plan (Board Of Trustees - Operating Engineers Local No. 147 Annuity)
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. 147 Annuity Fund is a benefit plan reported by Board Of Trustees - Operating Engineers Local No. 147 Annuity under EIN 66-0598785 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,905 participants and $55,939,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Operating Engineers Local No. 147 Annuity
- EIN
- 66-0598785
- Plan number
- 001
- Plan type
- 1
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 1,905
- End-of-year plan assets
- $55,939,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,905 | H, C | 20250217170008NAL0001516803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,939,899
- Total liabilities (EOY)
- $94,131
- Net assets (EOY)
- $55,845,768
- Net assets (BOY)
- $46,869,218
Income & contributions
- Employer contributions
- $7,999,283
- Total contributions
- $7,999,283
- Total income / additions
- $11,363,416
Expenses & distributions
- Benefits paid
- $2,239,666
- Administrative expenses
- $147,200
- Total expenses
- $2,386,866
- Net increase / (decrease)
- $8,976,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates | NONE | $63,671 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $27,761 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $16,100 | not reported in the loaded dataset | 2023 |
| Hgk Asset Management | NONE | $8,058 | $1,021 | 2023 |
| Money Market & Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Operating Engineers Local No. 147 Annuity
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Raymond James & Associates — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Hgk Asset Management — Schedule C compensation
- Money Market & Mutual Funds — Schedule C compensation