Operating Engineers Local 428 Pension Trust — Form 5500 plan (Operating Engineers Local 428 Pension Trust)
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 428 Pension Trust is a benefit plan reported by Operating Engineers Local 428 Pension Trust under EIN 86-6025732 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,638 participants and $19,481,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operating Engineers Local 428 Pension Trust
- EIN
- 86-6025732
- Plan number
- 001
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 1,638
- End-of-year plan assets
- $19,481,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,638 | H, C | 20241014190809NAL0054908210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,481,120
- Total liabilities (EOY)
- $29,591
- Net assets (EOY)
- $19,451,529
- Net assets (BOY)
- $21,473,330
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,744,371
Expenses & distributions
- Benefits paid
- $3,387,033
- Administrative expenses
- $379,139
- Total expenses
- $3,766,172
- Net increase / (decrease)
- -$2,021,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $54,763 | not reported in the loaded dataset | 2023 |
| Verus Advisors, Inc | NONE OTHER THAN CONTRACT | $48,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE OTHER THAN CONTRACT | $47,980 | not reported in the loaded dataset | 2023 |
| Ward Keenan And Barrett, Pc | NONE OTHER THAN CONTRACT | $28,398 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $27,149 | not reported in the loaded dataset | 2023 |
| Jennings, Strouss & Salmon Plc | NONE OTHER THAN CONTRACT | $21,420 | not reported in the loaded dataset | 2023 |
| Spencer Fane Llp | NONE | $17,920 | not reported in the loaded dataset | 2023 |
| Jp Morgan Asset Management | NONE OTHER THAN CONTRACT | $15,666 | not reported in the loaded dataset | 2023 |
| Bmo Harris | NONE OTHER THAN CONTRACT | $14,144 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE OTHER THAN CONTRACT | $12,488 | not reported in the loaded dataset | 2023 |
| Pangora Asset Management | NONE OTHER THAN CONTRACT | $7,458 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE OTHER THAN CONTRACT | $5,449 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operating Engineers Local 428 Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Southwest Service Administrators — Schedule C compensation
- Verus Advisors, Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Ward Keenan And Barrett, Pc — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Jennings, Strouss & Salmon Plc — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation
- Jp Morgan Asset Management — Schedule C compensation
- Bmo Harris — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Pangora Asset Management — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation