Plan5500

Operating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust Fund — Form 5500 plan (Bot-Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc.)

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 #800 & Wyoming Contractors' Association, Inc. Pension Trust Fund is a benefit plan reported by Bot-Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc. under EIN 83-6011320 and plan number 001. The latest loaded filing year is 2023. The filing reports 709 participants and $14,966,878 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bot-Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc.
EIN
83-6011320
Plan number
001
Plan type
1
Location
Casper, WY
Latest filing year
2023
Participants
709
End-of-year plan assets
$14,966,878

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023709H, C20241014105707NAL0025984417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,966,878
Total liabilities (EOY)
$35,873
Net assets (EOY)
$14,931,005
Net assets (BOY)
$17,577,472

Income & contributions

Total contributions
$0
Total income / additions
$781,267

Expenses & distributions

Benefits paid
$3,211,894
Administrative expenses
$215,840
Total expenses
$3,427,734
Net increase / (decrease)
-$2,646,467

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Grooms & Harkins, P.C.NONE$47,250not reported in the loaded dataset2023
Edward T. Hager, Cpa, LLCNONE$33,750not reported in the loaded dataset2023
Transform WealthNONE$30,809not reported in the loaded dataset2023
MillimanNONE$22,710not reported in the loaded dataset2023
Needles & Associates, LLCNONE$20,785not reported in the loaded dataset2023
Lincoln Financial GroupNONE$9,478not reported in the loaded dataset2023

Related Form 5500 pages