2023 Form 5500 filing — Operating Engineers Local No 37 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 20241010084034NAL0011303251004) for Operating Engineers Local No 37 Pension Fund, reported by Brd Of Trustees Oe 37 Pension Fund under EIN 52-6128064 and plan number 001. It reports 1,958 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010084034NAL0011303251004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Brd Of Trustees Oe 37 Pension Fund
- EIN
- 52-6128064
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 1,958
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,740,067
- Total liabilities (EOY)
- $199,598
- Net assets (EOY)
- $142,540,469
- Employer contributions
- $7,092,853
- Total income / additions
- $21,033,569
- Benefits paid
- $8,546,687
- Administrative expenses
- $1,132,730
- Total expenses
- $9,679,417
- Net increase / (decrease)
- $11,354,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Decision Science, Inc. | NONE | $212,423 | not reported in the loaded dataset |
| Loomis, Sayles & Company | NONE | $145,086 | $0 |
| Rbc Global Asset Management | NONE | $128,541 | not reported in the loaded dataset |
| American Realty Advisors, LLC | NONE | $120,853 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $102,475 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $93,643 | $0 |
| Bolton Partners, Inc. | NONE | $75,634 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $66,596 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $41,450 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $21,100 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $17,667 | not reported in the loaded dataset |
| Us Bank N.A. | NONE | $12,462 | $0 |
| Northern Trust Corporation | NONE | $5,596 | $0 |