2023 Form 5500 filing — Operating Engineers Local No 37 Severance & Annuity 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 20241011064703NAL0022327809004) for Operating Engineers Local No 37 Severance & Annuity Fund, reported by Brd Of Trustees Oe 37 S&A Fund under EIN 52-1215784 and plan number 002. It reports 3,928 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011064703NAL0022327809004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Brd Of Trustees Oe 37 S&A Fund
- EIN
- 52-1215784
- Plan number
- 002
- Location
- Baltimore, MD
- Participants
- 3,928
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,802,618
- Total liabilities (EOY)
- $60,161
- Net assets (EOY)
- $80,742,457
- Employer contributions
- $4,030,566
- Total income / additions
- $10,143,243
- Benefits paid
- $5,109,419
- Administrative expenses
- $568,848
- Total expenses
- $5,678,267
- Net increase / (decrease)
- $4,464,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Decision Science, Inc. | NONE | $141,882 | not reported in the loaded dataset |
| Loomis, Sayles & Company | NONE | $83,426 | $0 |
| Rbc Global Asset Management | NONE | $79,633 | not reported in the loaded dataset |
| Intercontinental Re Corporation | NONE | $60,842 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $50,000 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $40,592 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $29,809 | $0 |
| Morgan, Lewis & Bockius Llp | NONE | $26,033 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $21,583 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $12,555 | not reported in the loaded dataset |
| Us Bank, N.A. | NONE | $6,969 | $0 |
| Northern Trust Corporation | NONE | $1,936 | $0 |