2023 Form 5500 filing — Operating Engineers Local 428 Pension Trust
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 20241014190809NAL0054908210001) for Operating Engineers Local 428 Pension Trust, reported by Operating Engineers Local 428 Pension Trust under EIN 86-6025732 and plan number 001. It reports 1,638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014190809NAL0054908210001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operating Engineers Local 428 Pension Trust
- EIN
- 86-6025732
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 1,638
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,481,120
- Total liabilities (EOY)
- $29,591
- Net assets (EOY)
- $19,451,529
- Total income / additions
- $1,744,371
- Benefits paid
- $3,387,033
- Administrative expenses
- $379,139
- Total expenses
- $3,766,172
- Net increase / (decrease)
- -$2,021,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $54,763 | not reported in the loaded dataset |
| Verus Advisors, Inc | NONE OTHER THAN CONTRACT | $48,000 | not reported in the loaded dataset |
| The Segal Company | NONE OTHER THAN CONTRACT | $47,980 | not reported in the loaded dataset |
| Ward Keenan And Barrett, Pc | NONE OTHER THAN CONTRACT | $28,398 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $27,149 | not reported in the loaded dataset |
| Jennings, Strouss & Salmon Plc | NONE OTHER THAN CONTRACT | $21,420 | not reported in the loaded dataset |
| Spencer Fane Llp | NONE | $17,920 | not reported in the loaded dataset |
| Jp Morgan Asset Management | NONE OTHER THAN CONTRACT | $15,666 | not reported in the loaded dataset |
| Bmo Harris | NONE OTHER THAN CONTRACT | $14,144 | not reported in the loaded dataset |
| Western Asset Management | NONE OTHER THAN CONTRACT | $12,488 | not reported in the loaded dataset |
| Pangora Asset Management | NONE OTHER THAN CONTRACT | $7,458 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE OTHER THAN CONTRACT | $5,449 | not reported in the loaded dataset |