Operating Engineers Local 12 Defined Contribution Trust — Form 5500 plan (Board Of Trustees, Operating Engineers Local 12)
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 12 Defined Contribution Trust is a benefit plan reported by Board Of Trustees, Operating Engineers Local 12 under EIN 83-0984282 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,512 participants and $375,742,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Operating Engineers Local 12
- EIN
- 83-0984282
- Plan number
- 001
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 20,512
- End-of-year plan assets
- $375,742,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,512 | H, C | 20250404185510NAL0007695843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $375,742,897
- Total liabilities (EOY)
- $164,649
- Net assets (EOY)
- $375,578,248
- Net assets (BOY)
- $253,110,075
Income & contributions
- Employer contributions
- $104,009,886
- Total contributions
- $104,282,214
- Total income / additions
- $129,758,824
Expenses & distributions
- Benefits paid
- $6,525,357
- Administrative expenses
- $765,294
- Total expenses
- $7,290,651
- Net increase / (decrease)
- $122,468,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $666,422 | $0 | 2023 |
| Ubs Financial Services, Inc. | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $26,300 | not reported in the loaded dataset | 2023 |
| Operating Engineers Funds, Inc. | ADMIN REIMB. | $12,000 | not reported in the loaded dataset | 2023 |
| Laquer Urban Clifford & Hodge Llp | NONE | $6,665 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Operating Engineers Local 12
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Operating Engineers Funds, Inc. — Schedule C compensation
- Laquer Urban Clifford & Hodge Llp — Schedule C compensation