2023 Form 5500 filing — Operating Eng. Local 474 Defined Contribution
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 20250413154506NAL0000598689001) for Operating Eng. Local 474 Defined Contribution, reported by Operating Eng. Local 474 Defined Contribution under EIN 58-6209482 and plan number 002. It reports 1,468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250413154506NAL0000598689001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operating Eng. Local 474 Defined Contribution
- EIN
- 58-6209482
- Plan number
- 002
- Location
- Goodlettsville, TN
- Participants
- 1,468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,938,607
- Total liabilities (EOY)
- $4,478
- Net assets (EOY)
- $55,934,129
- Employer contributions
- $2,939,893
- Total income / additions
- $6,236,820
- Benefits paid
- $3,154,210
- Administrative expenses
- $202,368
- Total expenses
- $3,356,578
- Net increase / (decrease)
- $2,880,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Victory Capital Investment Trust | NONE | $49,762 | not reported in the loaded dataset |
| Corbin Capital Partners, Lp | NONE | $0 | $45,271 |
| Newtower Trust Company | NONE | $0 | $41,892 |
| Southern Benefit Administrators | NONE | $39,945 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $31,907 | not reported in the loaded dataset |
| Mesirow Financial | NONE | $0 | $30,600 |
| Investment Performance Services | NONE | $25,000 | not reported in the loaded dataset |
| Post Advisory Group | NONE | $0 | $19,545 |
| First Eagle Investment Management | NONE | $0 | $14,369 |
| Daniels, Irwin & Aylor Cpas | NONE | $13,550 | not reported in the loaded dataset |
| Barrow Hanley Investments | NONE | $0 | $11,491 |
| National Investment Services | NONE | $11,435 | not reported in the loaded dataset |