2023 Form 5500 filing — Pension Fund Of Operating Engineers Local 513
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 20250212141429NAL0020622593001) for Pension Fund Of Operating Engineers Local 513, reported by Board Of Trustees Of Pension Fund Of Operating Engineers Local 513 under EIN 43-0827344 and plan number 001. It reports 5,219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212141429NAL0020622593001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Pension Fund Of Operating Engineers Local 513
- EIN
- 43-0827344
- Plan number
- 001
- Location
- Bridgeton, MO
- Participants
- 5,219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $751,958,539
- Total liabilities (EOY)
- $898,731
- Net assets (EOY)
- $751,059,808
- Employer contributions
- $57,033,630
- Total income / additions
- $111,381,975
- Benefits paid
- $55,726,842
- Administrative expenses
- $3,407,094
- Total expenses
- $59,133,936
- Net increase / (decrease)
- $52,248,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $527,056 | not reported in the loaded dataset |
| The Crane Agency | NONE | $404,079 | not reported in the loaded dataset |
| Clarkston Capital Partners | NONE | $239,445 | $21,414 |
| Asb Capital Management LLC | NONE | $211,411 | not reported in the loaded dataset |
| Ullico Inc | NONE | $169,335 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $150,000 | not reported in the loaded dataset |
| Milliman Usa | NONE | $136,446 | not reported in the loaded dataset |
| Local 513 | RELATED ADMINISTRATOR | $133,800 | not reported in the loaded dataset |
| National Investment Services | NONE | $130,810 | not reported in the loaded dataset |
| Axiom Investors | NONE | $111,612 | not reported in the loaded dataset |
| Mc Credit Associates Iii Lp | NONE | $0 | $92,536 |
| Loomis Sayles & Co | NONE | $87,186 | not reported in the loaded dataset |
| Manulife Asset Management Team | NONE | $86,176 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $75,000 | not reported in the loaded dataset |
| Jpmorgan Chase | NONE | $73,821 | not reported in the loaded dataset |
| Newton Investment Management | NONE | $69,567 | not reported in the loaded dataset |
| Panagora Asset Management | NONE | $64,725 | $1,603 |
| Anders Minkler Huber & Helm Llp | NONE | $54,264 | not reported in the loaded dataset |
| Bernzott Capital Advisors | NONE | $51,684 | not reported in the loaded dataset |
| Bryan Cave Leighton Paisner LLC | NONE | $42,234 | not reported in the loaded dataset |
| Hartnett Reyes-Jones, LLC | NONE | $28,174 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $22,500 | not reported in the loaded dataset |
| The Commerce Trust Company | NONE | $14,919 | not reported in the loaded dataset |
| Bmo Harris Bank N.A. | NONE | $14,712 | not reported in the loaded dataset |
| Mellon Capital Management Group | NONE | $6,745 | not reported in the loaded dataset |