2023 Form 5500 filing — Operating Engineers Local 825 Out Of Work 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 20250410065523NAL0032791344001) for Operating Engineers Local 825 Out Of Work Fund, reported by Operating Engineers Local No. 825 Out-Of-Work Fund under EIN 23-6033399 and plan number 501. It reports 4,433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410065523NAL0032791344001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operating Engineers Local No. 825 Out-Of-Work Fund
- EIN
- 23-6033399
- Plan number
- 501
- Location
- Springfield, NJ
- Participants
- 4,433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,699,227
- Total liabilities (EOY)
- $418,172
- Net assets (EOY)
- $88,281,055
- Employer contributions
- $6,423,640
- Total income / additions
- $10,546,718
- Benefits paid
- $6,811,070
- Administrative expenses
- $684,765
- Total expenses
- $7,495,835
- Net increase / (decrease)
- $3,050,883
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iuoe Local 825 Welfare Fund | AFFILIATE | $303,700 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $120,559 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $55,366 | $0 |
| Calibre Cpa Group Pllc | NONE | $31,600 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $16,250 | $0 |
| Decotiis, Fitzpatrick, Cole & Gibli | NONE | $6,060 | not reported in the loaded dataset |
| Susanin, Widman & Brennan, Pc | COUNSEL FOR ASSOCIATED | $5,670 | not reported in the loaded dataset |
| Wells Fargo | NONE | $5,670 | not reported in the loaded dataset |