2023 Form 5500 filing — Operating Engineers Local No. 147 Annuity 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 20250217170008NAL0001516803001) for Operating Engineers Local No. 147 Annuity Fund, reported by Board Of Trustees - Operating Engineers Local No. 147 Annuity under EIN 66-0598785 and plan number 001. It reports 1,905 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217170008NAL0001516803001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Operating Engineers Local No. 147 Annuity
- EIN
- 66-0598785
- Plan number
- 001
- Location
- Norfolk, VA
- Participants
- 1,905
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,939,899
- Total liabilities (EOY)
- $94,131
- Net assets (EOY)
- $55,845,768
- Employer contributions
- $7,999,283
- Total income / additions
- $11,363,416
- Benefits paid
- $2,239,666
- Administrative expenses
- $147,200
- Total expenses
- $2,386,866
- Net increase / (decrease)
- $8,976,550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates | NONE | $63,671 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $27,761 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $16,100 | not reported in the loaded dataset |
| Hgk Asset Management | NONE | $8,058 | $1,021 |
| Money Market & Mutual Funds | NONE | $0 | $0 |