Idaho Operating Engineers Employers Pension Plan — Form 5500 plan (Idaho Operating Engineers-Employers Pens)
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, Idaho Operating Engineers Employers Pension Plan is a benefit plan reported by Idaho Operating Engineers-Employers Pens under EIN 91-6075538 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,856 participants and $143,293,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Idaho Operating Engineers-Employers Pens
- EIN
- 91-6075538
- Plan number
- 001
- Plan type
- 1
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 2,856
- End-of-year plan assets
- $143,293,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,856 | H, C | 20250415185422NAL0003825393004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $143,293,268
- Total liabilities (EOY)
- $145,238
- Net assets (EOY)
- $143,148,030
- Net assets (BOY)
- $136,932,915
Income & contributions
- Employer contributions
- $5,044,569
- Total contributions
- $5,044,569
- Total income / additions
- $17,471,262
Expenses & distributions
- Benefits paid
- $9,985,011
- Administrative expenses
- $1,271,136
- Total expenses
- $11,256,147
- Net increase / (decrease)
- $6,215,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin Services | NONE | $244,790 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $176,376 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $155,543 | not reported in the loaded dataset | 2023 |
| Delaware Investments | NONE | $134,988 | not reported in the loaded dataset | 2023 |
| Aristotle Capital Management | NONE | $77,510 | not reported in the loaded dataset | 2023 |
| Slc Management | NONE | $77,255 | not reported in the loaded dataset | 2023 |
| Harding Loevner | NONE | $76,077 | not reported in the loaded dataset | 2023 |
| Verus Investments | NONE | $54,500 | not reported in the loaded dataset | 2023 |
| Fiera Capital | NONE | $49,761 | not reported in the loaded dataset | 2023 |
| Turner, Stoeve & Gagliardi | NONE | $38,220 | not reported in the loaded dataset | 2023 |
| Marsh And Mclennan Agency | NONE | $33,924 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $27,090 | not reported in the loaded dataset | 2023 |
| Anastasi Moore & Martin | NONE | $17,964 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Idaho Operating Engineers-Employers Pens
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Welfare & Pension Admin Services — Schedule C compensation
- Milliman — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Delaware Investments — Schedule C compensation
- Aristotle Capital Management — Schedule C compensation
- Slc Management — Schedule C compensation
- Harding Loevner — Schedule C compensation
- Verus Investments — Schedule C compensation
- Fiera Capital — Schedule C compensation
- Turner, Stoeve & Gagliardi — Schedule C compensation
- Marsh And Mclennan Agency — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Anastasi Moore & Martin — Schedule C compensation