2023 Form 5500 filing — Operating Engineers Local 12 Defined Contribution Trust
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 20250404185510NAL0007695843001) for Operating Engineers Local 12 Defined Contribution Trust, reported by Board Of Trustees, Operating Engineers Local 12 under EIN 83-0984282 and plan number 001. It reports 20,512 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404185510NAL0007695843001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Operating Engineers Local 12
- EIN
- 83-0984282
- Plan number
- 001
- Location
- Pasadena, CA
- Participants
- 20,512
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $375,742,897
- Total liabilities (EOY)
- $164,649
- Net assets (EOY)
- $375,578,248
- Employer contributions
- $104,009,886
- Total income / additions
- $129,758,824
- Benefits paid
- $6,525,357
- Administrative expenses
- $765,294
- Total expenses
- $7,290,651
- Net increase / (decrease)
- $122,468,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $666,422 | $0 |
| Ubs Financial Services, Inc. | NONE | $40,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $26,300 | not reported in the loaded dataset |
| Operating Engineers Funds, Inc. | ADMIN REIMB. | $12,000 | not reported in the loaded dataset |
| Laquer Urban Clifford & Hodge Llp | NONE | $6,665 | not reported in the loaded dataset |