2023 Form 5500 filing — Local 57 Operating Engineers Apprenticeship And Skill Improvement 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 20241220101202NAL0003373203001) for Local 57 Operating Engineers Apprenticeship And Skill Improvement Fund, reported by Local 57 Operating Engineers under EIN 05-0347056 and plan number 502. It reports 1,073 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241220101202NAL0003373203001
Filing year
2023
Form type
1
Plan sponsor
Local 57 Operating Engineers
EIN
05-0347056
Plan number
502
Location
Johnston, RI
Participants
1,073
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,978,503
Total liabilities (EOY)
$55,174
Net assets (EOY)
$4,923,329
Employer contributions
$1,990,224
Total income / additions
$2,082,117
Administrative expenses
$1,277,513
Total expenses
$1,278,163
Net increase / (decrease)
$803,954
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Russell AmatoNONE$127,786not reported in the loaded dataset
William ShepardNONE$127,638not reported in the loaded dataset
Ward Fisher & Company LlpNONE$17,900not reported in the loaded dataset
Kiernan Plunkett & Redihan LlpNONE$12,500not reported in the loaded dataset

Related Form 5500 pages