2023 Form 5500 filing — Operating Engineers Local No. 825 Pension 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 20250413142554NAL0000489569002) for Operating Engineers Local No. 825 Pension Fund, reported by Operating Engineers Local No. 825 Pension Fund under EIN 22-6033380 and plan number 001. It reports 11,304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250413142554NAL0000489569002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operating Engineers Local No. 825 Pension Fund
- EIN
- 22-6033380
- Plan number
- 001
- Location
- Springfield, NJ
- Participants
- 11,304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,111,892,150
- Total liabilities (EOY)
- $4,456,766
- Net assets (EOY)
- $1,107,435,384
- Employer contributions
- $55,220,683
- Total income / additions
- $139,902,953
- Benefits paid
- $61,426,285
- Administrative expenses
- $6,559,146
- Total expenses
- $67,985,431
- Net increase / (decrease)
- $71,917,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iuoe Local 825 Welfare Fund | AFFILIATED FUND | $1,392,903 | not reported in the loaded dataset |
| Atlanta Capital Management | NONE | $609,829 | $0 |
| Loomis Sayles | NONE | $427,177 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $420,641 | $0 |
| Westfield Capital Management | NONE | $281,387 | $0 |
| Winslow Capital Management | NONE | $280,563 | $0 |
| Sierra Investment Partners, Inc | NONE | $275,517 | not reported in the loaded dataset |
| Ips Investment Consultants | NONE | $260,000 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $211,421 | not reported in the loaded dataset |
| Great Lakes Advisors, LLC | NONE | $167,269 | not reported in the loaded dataset |
| Segall Bryant And Hamill | NONE | $107,217 | not reported in the loaded dataset |
| Comerica Bank | NONE | $78,984 | not reported in the loaded dataset |
| Decotiis, Fitzpatrick, Cole & Gibli | NONE | $77,870 | not reported in the loaded dataset |
| Susanin Widman And Brennan | COUNSEL FOR EMPLOYER | $58,787 | not reported in the loaded dataset |
| Calibre Cpa Pllc | NONE | $51,500 | not reported in the loaded dataset |
| The Segal Company | NONE | $49,625 | not reported in the loaded dataset |
| O'Sullivan Associates | NONE | $46,850 | not reported in the loaded dataset |
| Washington Capital | NONE | $43,527 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $42,518 | not reported in the loaded dataset |
| Express Press Printing | NONE | $41,998 | not reported in the loaded dataset |
| Drew & Rogers Inc | NONE | $8,090 | not reported in the loaded dataset |