2023 Form 5500 filing — Pension Trust Fund For Operating Engineers
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 20241014222504NAL0015615203001) for Pension Trust Fund For Operating Engineers, reported by Board Of Trustees, Pension Trust Fund For Operating under EIN 94-6090764 and plan number 001. It reports 44,447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014222504NAL0015615203001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Pension Trust Fund For Operating
- EIN
- 94-6090764
- Plan number
- 001
- Location
- Alameda, CA
- Participants
- 44,447
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,089,363,766
- Total liabilities (EOY)
- $3,925,961
- Net assets (EOY)
- $5,085,437,805
- Employer contributions
- $343,666,660
- Total income / additions
- $764,866,900
- Benefits paid
- $462,996,006
- Administrative expenses
- $18,464,952
- Total expenses
- $481,460,958
- Net increase / (decrease)
- $283,405,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $4,310,287 | not reported in the loaded dataset |
| Washington Capital Management Inc. | NONE | $2,324,137 | not reported in the loaded dataset |
| Multi-Plan Services Agency, Inc | NONE | $1,992,018 | not reported in the loaded dataset |
| J.P. Morgan Investment Management | NONE | $1,370,981 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc. | NONE | $958,010 | not reported in the loaded dataset |
| Asb Capital Mgmt | NONE | $687,329 | not reported in the loaded dataset |
| Saltzman & Johnson | NONE | $659,108 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $580,418 | $23,392 |
| Amalgamated Bank Of Chicago | NONE | $545,556 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $416,710 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $415,708 | $0 |
| Horizon Actuarial Services LLC | NONE | $402,187 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE | $260,041 | not reported in the loaded dataset |
| Income Research And Mgmt | NONE | $247,476 | not reported in the loaded dataset |
| Stephen Horn Insurance Svcs | NONE | $0 | $156,429 |
| Miller Kaplan Arase Llp | NONE | $132,673 | not reported in the loaded dataset |
| Engineers Publishing | NONE | $67,579 | not reported in the loaded dataset |
| Mailrite Print & Mail, Inc | NONE | $26,126 | not reported in the loaded dataset |