2023 Form 5500 filing — Annuity 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 20250217110056NAL0001192035001) for Annuity Fund Of Operating Engineers Local 513, reported by Board Of Trustees Of Annuity Fund Of Operating Engineers Local 513 under EIN 43-1712261 and plan number 001. It reports 9,153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217110056NAL0001192035001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Annuity Fund Of Operating Engineers Local 513
- EIN
- 43-1712261
- Plan number
- 001
- Location
- Bridgeton, MO
- Participants
- 9,153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $297,771,457
- Total liabilities (EOY)
- $1,786,476
- Net assets (EOY)
- $295,984,981
- Employer contributions
- $21,682,531
- Total income / additions
- $36,209,668
- Benefits paid
- $15,103,781
- Administrative expenses
- $784,143
- Total expenses
- $15,887,924
- Net increase / (decrease)
- $20,321,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bny Mellon Investment Management Ca | NONE | $185,958 | not reported in the loaded dataset |
| National Investment Services | NONE | $164,416 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $119,523 | not reported in the loaded dataset |
| Boston Trust Walden Company | NONE | $45,036 | $0 |
| Commerce Bank | NONE | $35,108 | not reported in the loaded dataset |
| Local 513 | RELATED ADMINISTRATION | $33,791 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $30,000 | not reported in the loaded dataset |
| Anders Minkler Huber Helm Llp | NONE | $24,442 | not reported in the loaded dataset |
| Bmo Harris Bank Na | NONE | $23,494 | not reported in the loaded dataset |
| Hartnett Reyes-Jones, LLC | NONE | $12,904 | not reported in the loaded dataset |