2023 Form 5500 filing — Operating Engineers Pension Trust Fund Of Washington D.C. And Vicinity
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 20241014163937NAL0045336800003) for Operating Engineers Pension Trust Fund Of Washington D.C. And Vicinity, reported by Board Of Trustees, Operating Engineers Pension Trust Fund Of Washingto under EIN 52-6038506 and plan number 001. It reports 2,830 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163937NAL0045336800003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Operating Engineers Pension Trust Fund Of Washingto
- EIN
- 52-6038506
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 2,830
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $194,130,435
- Total liabilities (EOY)
- $214,217
- Net assets (EOY)
- $193,916,218
- Employer contributions
- $9,602,663
- Total income / additions
- $24,679,259
- Benefits paid
- $15,460,430
- Administrative expenses
- $1,244,983
- Total expenses
- $16,705,413
- Net increase / (decrease)
- $7,973,846
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Administrators LLC | NONE | $191,028 | not reported in the loaded dataset |
| Grosvenor Capital Management | NONE | $114,948 | not reported in the loaded dataset |
| Wedge Capital Mgmt | NONE | $114,043 | $0 |
| Inv Performance Service | NONE | $93,238 | not reported in the loaded dataset |
| Washington Capital Mgmt | NONE | $84,896 | not reported in the loaded dataset |
| Times Square | NONE | $74,121 | $0 |
| Johnston Asset Management | NONE | $71,075 | not reported in the loaded dataset |
| Bolton Partners | NONE | $53,475 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $39,824 | not reported in the loaded dataset |
| Mcchesney Et Al | NONE | $30,358 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $27,413 | not reported in the loaded dataset |
| Mes Solutions | NONE | $6,170 | not reported in the loaded dataset |
| Schmitz Press | NONE | $5,969 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $3,066 | $0 |
| Principal Life Insurance Company | NONE | $0 | $0 |