2023 Form 5500 filing — Operating Engineers' Local 324 Retiree Benefit 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 20241010120637NAL0039952978001) for Operating Engineers' Local 324 Retiree Benefit Fund, reported by Joint Board Of Trustees Operating Engineers' Local 324 Retiree Ben Fd under EIN 38-2342972 and plan number 501. It reports 10,508 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010120637NAL0039952978001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Operating Engineers' Local 324 Retiree Ben Fd
- EIN
- 38-2342972
- Plan number
- 501
- Location
- Bloomfield Twp, MI
- Participants
- 10,508
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,136,355
- Total liabilities (EOY)
- $9,169
- Net assets (EOY)
- $3,127,186
- Employer contributions
- $4,781,845
- Total income / additions
- $4,850,732
- Benefits paid
- $4,524,230
- Administrative expenses
- $75,029
- Total expenses
- $4,599,259
- Net increase / (decrease)
- $251,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Solxsys Administrative Solutions | NONE KNOWN | $41,182 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $13,850 | not reported in the loaded dataset |
| American Graphics Printing Co. | NONE KNOWN | $9,880 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | NONE KNOWN | $2 | $0 |