Operating Engineers Vacation-Holiday Savings Trust — Form 5500 plan (Board Of Trustees, Operating Engineers Vacation-)
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 Vacation-Holiday Savings Trust is a benefit plan reported by Board Of Trustees, Operating Engineers Vacation- under EIN 95-6067144 and plan number 501. The latest loaded filing year is 2023. The filing reports 14,679 participants and $26,855,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Operating Engineers Vacation-
- EIN
- 95-6067144
- Plan number
- 501
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 14,679
- End-of-year plan assets
- $26,855,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,679 | H, C | 20250404155510NAL0012069281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,855,890
- Total liabilities (EOY)
- $20,148,849
- Net assets (EOY)
- $6,707,041
- Net assets (BOY)
- $6,118,847
Income & contributions
- Employer contributions
- $51,996,727
- Participant contributions
- $255,839
- Total contributions
- $52,252,566
- Total income / additions
- $53,323,686
Expenses & distributions
- Benefits paid
- $51,996,727
- Administrative expenses
- $738,765
- Total expenses
- $52,735,492
- Net increase / (decrease)
- $588,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Operating Engineers Funds, Inc. | ADMIN REIMB. | $631,934 | not reported in the loaded dataset | 2023 |
| Laquer Urban Clifford & Hodge Llp | NONE | $60,262 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $31,390 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $8,015 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Operating Engineers Vacation-
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Operating Engineers Funds, Inc. — Schedule C compensation
- Laquer Urban Clifford & Hodge Llp — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- National Investment Services — Schedule C compensation