2023 Form 5500 filing — Operating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust 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 20241014105707NAL0025984417001) for Operating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust Fund, reported by Bot-Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc. under EIN 83-6011320 and plan number 001. It reports 709 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105707NAL0025984417001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot-Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc.
- EIN
- 83-6011320
- Plan number
- 001
- Location
- Casper, WY
- Participants
- 709
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,966,878
- Total liabilities (EOY)
- $35,873
- Net assets (EOY)
- $14,931,005
- Total income / additions
- $781,267
- Benefits paid
- $3,211,894
- Administrative expenses
- $215,840
- Total expenses
- $3,427,734
- Net increase / (decrease)
- -$2,646,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Grooms & Harkins, P.C. | NONE | $47,250 | not reported in the loaded dataset |
| Edward T. Hager, Cpa, LLC | NONE | $33,750 | not reported in the loaded dataset |
| Transform Wealth | NONE | $30,809 | not reported in the loaded dataset |
| Milliman | NONE | $22,710 | not reported in the loaded dataset |
| Needles & Associates, LLC | NONE | $20,785 | not reported in the loaded dataset |
| Lincoln Financial Group | NONE | $9,478 | not reported in the loaded dataset |