Local 57 Operating Engineers Apprenticeship And Skill Improvement Fund — Form 5500 plan (Local 57 Operating Engineers)
Plain-English plan 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, Local 57 Operating Engineers Apprenticeship And Skill Improvement Fund is a benefit plan reported by Local 57 Operating Engineers under EIN 05-0347056 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,073 participants and $4,978,503 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 57 Operating Engineers
- EIN
- 05-0347056
- Plan number
- 502
- Plan type
- 1
- Location
- Johnston, RI
- Latest filing year
- 2023
- Participants
- 1,073
- End-of-year plan assets
- $4,978,503
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,073 | H, C | 20241220101202NAL0003373203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,978,503
- Total liabilities (EOY)
- $55,174
- Net assets (EOY)
- $4,923,329
- Net assets (BOY)
- $4,119,375
Income & contributions
- Employer contributions
- $1,990,224
- Total contributions
- $1,990,224
- Total income / additions
- $2,082,117
Expenses & distributions
- Administrative expenses
- $1,277,513
- Total expenses
- $1,278,163
- Net increase / (decrease)
- $803,954
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Russell Amato | NONE | $127,786 | not reported in the loaded dataset | 2023 |
| William Shepard | NONE | $127,638 | not reported in the loaded dataset | 2023 |
| Ward Fisher & Company Llp | NONE | $17,900 | not reported in the loaded dataset | 2023 |
| Kiernan Plunkett & Redihan Llp | NONE | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 57 Operating Engineers
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Johnston, RI
- Russell Amato — Schedule C compensation
- William Shepard — Schedule C compensation
- Ward Fisher & Company Llp — Schedule C compensation
- Kiernan Plunkett & Redihan Llp — Schedule C compensation