2023 Form 5500 filing — Idaho Operating Engineers Employers Pension Plan
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 20250415185422NAL0003825393004) for Idaho Operating Engineers Employers Pension Plan, reported by Idaho Operating Engineers-Employers Pens under EIN 91-6075538 and plan number 001. It reports 2,856 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415185422NAL0003825393004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Idaho Operating Engineers-Employers Pens
- EIN
- 91-6075538
- Plan number
- 001
- Location
- Spokane, WA
- Participants
- 2,856
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $143,293,268
- Total liabilities (EOY)
- $145,238
- Net assets (EOY)
- $143,148,030
- Employer contributions
- $5,044,569
- Total income / additions
- $17,471,262
- Benefits paid
- $9,985,011
- Administrative expenses
- $1,271,136
- Total expenses
- $11,256,147
- Net increase / (decrease)
- $6,215,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin Services | NONE | $244,790 | not reported in the loaded dataset |
| Milliman | NONE | $176,376 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $155,543 | not reported in the loaded dataset |
| Delaware Investments | NONE | $134,988 | not reported in the loaded dataset |
| Aristotle Capital Management | NONE | $77,510 | not reported in the loaded dataset |
| Slc Management | NONE | $77,255 | not reported in the loaded dataset |
| Harding Loevner | NONE | $76,077 | not reported in the loaded dataset |
| Verus Investments | NONE | $54,500 | not reported in the loaded dataset |
| Fiera Capital | NONE | $49,761 | not reported in the loaded dataset |
| Turner, Stoeve & Gagliardi | NONE | $38,220 | not reported in the loaded dataset |
| Marsh And Mclennan Agency | NONE | $33,924 | not reported in the loaded dataset |
| U.S. Bank | NONE | $27,090 | not reported in the loaded dataset |
| Anastasi Moore & Martin | NONE | $17,964 | not reported in the loaded dataset |