2023 Form 5500 filing — Operating Eng Cons Ind Misc. Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240802143433NAL0038103968001) for Operating Eng Cons Ind Misc. Pension Fund, reported by Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund under EIN 25-6135579 and plan number 001. It reports 10,057 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802143433NAL0038103968001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund
- EIN
- 25-6135579
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 10,057
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $800,667,314
- Total liabilities (EOY)
- $791,060
- Net assets (EOY)
- $799,876,254
- Employer contributions
- $44,831,427
- Total income / additions
- $125,749,325
- Benefits paid
- $63,336,178
- Administrative expenses
- $3,930,889
- Total expenses
- $67,267,067
- Net increase / (decrease)
- $58,482,258
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico | NONE | $499,034 | $0 |
| Neuberger Berman | NONE | $286,823 | $0 |
| Champlain Investment Partners, LLC | NONE | $240,913 | $0 |
| Ifm Investors | NONE | $232,575 | $0 |
| Foundry Partners | NONE | $204,862 | $0 |
| Polen | NONE | $191,965 | not reported in the loaded dataset |
| Global Trust Company | NONE | $173,761 | not reported in the loaded dataset |
| Johnston Asset Management | NONE | $170,411 | not reported in the loaded dataset |
| Loomis Sayles & Co Llp | NONE | $163,073 | not reported in the loaded dataset |
| Andco | NONE | $130,000 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $87,829 | $0 |
| Lyrical Asset Management | NONE | $84,157 | not reported in the loaded dataset |
| Cowden & Associates | NONE | $74,250 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $65,335 | not reported in the loaded dataset |
| Manning & Napier | NONE | $61,855 | $0 |
| Pnc Bank | NONE | $56,018 | $0 |
| Galliard Capital Management | NONE | $43,616 | not reported in the loaded dataset |
| Comerica | NONE | $32,280 | $0 |
| Diclaudio & Kramer, LLC | NONE | $24,000 | not reported in the loaded dataset |