Pension Trust Fund For Operating Engineers — Form 5500 plan (Board Of Trustees, Pension Trust Fund For Operating)
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, Pension Trust Fund For Operating Engineers is a benefit plan reported by Board Of Trustees, Pension Trust Fund For Operating under EIN 94-6090764 and plan number 001. The latest loaded filing year is 2023. The filing reports 44,447 participants and $5,089,363,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Pension Trust Fund For Operating
- EIN
- 94-6090764
- Plan number
- 001
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 44,447
- End-of-year plan assets
- $5,089,363,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 44,447 | H, C | 20241014222504NAL0015615203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,089,363,766
- Total liabilities (EOY)
- $3,925,961
- Net assets (EOY)
- $5,085,437,805
- Net assets (BOY)
- $4,802,031,863
Income & contributions
- Employer contributions
- $343,666,660
- Total contributions
- $343,666,660
- Total income / additions
- $764,866,900
Expenses & distributions
- Benefits paid
- $462,996,006
- Administrative expenses
- $18,464,952
- Total expenses
- $481,460,958
- Net increase / (decrease)
- $283,405,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $4,310,287 | not reported in the loaded dataset | 2023 |
| Washington Capital Management Inc. | NONE | $2,324,137 | not reported in the loaded dataset | 2023 |
| Multi-Plan Services Agency, Inc | NONE | $1,992,018 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment Management | NONE | $1,370,981 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc. | NONE | $958,010 | not reported in the loaded dataset | 2023 |
| Asb Capital Mgmt | NONE | $687,329 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $659,108 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $580,418 | $23,392 | 2023 |
| Amalgamated Bank Of Chicago | NONE | $545,556 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $416,710 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $415,708 | $0 | 2023 |
| Horizon Actuarial Services LLC | NONE | $402,187 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $260,041 | not reported in the loaded dataset | 2023 |
| Income Research And Mgmt | NONE | $247,476 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Svcs | NONE | $0 | $156,429 | 2023 |
| Miller Kaplan Arase Llp | NONE | $132,673 | not reported in the loaded dataset | 2023 |
| Engineers Publishing | NONE | $67,579 | not reported in the loaded dataset | 2023 |
| Mailrite Print & Mail, Inc | NONE | $26,126 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Pension Trust Fund For Operating
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Zenith American Solutions — Schedule C compensation
- Washington Capital Management Inc. — Schedule C compensation
- Multi-Plan Services Agency, Inc — Schedule C compensation
- J.P. Morgan Investment Management — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- Asb Capital Mgmt — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Income Research And Mgmt — Schedule C compensation
- Stephen Horn Insurance Svcs — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Engineers Publishing — Schedule C compensation
- Mailrite Print & Mail, Inc — Schedule C compensation