Operating Engineers Local No. 825 Pension Fund — Form 5500 plan (Operating Engineers Local No. 825 Pension Fund)
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, Operating Engineers Local No. 825 Pension Fund is a benefit plan reported by Operating Engineers Local No. 825 Pension Fund under EIN 22-6033380 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,304 participants and $1,111,892,150 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operating Engineers Local No. 825 Pension Fund
- EIN
- 22-6033380
- Plan number
- 001
- Plan type
- 1
- Location
- Springfield, NJ
- Latest filing year
- 2023
- Participants
- 11,304
- End-of-year plan assets
- $1,111,892,150
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,304 | H, C | 20250413142554NAL0000489569002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,111,892,150
- Total liabilities (EOY)
- $4,456,766
- Net assets (EOY)
- $1,107,435,384
- Net assets (BOY)
- $1,035,517,862
Income & contributions
- Employer contributions
- $55,220,683
- Total contributions
- $55,220,683
- Total income / additions
- $139,902,953
Expenses & distributions
- Benefits paid
- $61,426,285
- Administrative expenses
- $6,559,146
- Total expenses
- $67,985,431
- Net increase / (decrease)
- $71,917,522
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iuoe Local 825 Welfare Fund | AFFILIATED FUND | $1,392,903 | not reported in the loaded dataset | 2023 |
| Atlanta Capital Management | NONE | $609,829 | $0 | 2023 |
| Loomis Sayles | NONE | $427,177 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $420,641 | $0 | 2023 |
| Westfield Capital Management | NONE | $281,387 | $0 | 2023 |
| Winslow Capital Management | NONE | $280,563 | $0 | 2023 |
| Sierra Investment Partners, Inc | NONE | $275,517 | not reported in the loaded dataset | 2023 |
| Ips Investment Consultants | NONE | $260,000 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $211,421 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors, LLC | NONE | $167,269 | not reported in the loaded dataset | 2023 |
| Segall Bryant And Hamill | NONE | $107,217 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $78,984 | not reported in the loaded dataset | 2023 |
| Decotiis, Fitzpatrick, Cole & Gibli | NONE | $77,870 | not reported in the loaded dataset | 2023 |
| Susanin Widman And Brennan | COUNSEL FOR EMPLOYER | $58,787 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Pllc | NONE | $51,500 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $49,625 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $46,850 | not reported in the loaded dataset | 2023 |
| Washington Capital | NONE | $43,527 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $42,518 | not reported in the loaded dataset | 2023 |
| Express Press Printing | NONE | $41,998 | not reported in the loaded dataset | 2023 |
| Drew & Rogers Inc | NONE | $8,090 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operating Engineers Local No. 825 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Springfield, NJ
- Iuoe Local 825 Welfare Fund — Schedule C compensation
- Atlanta Capital Management — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- Winslow Capital Management — Schedule C compensation
- Sierra Investment Partners, Inc — Schedule C compensation
- Ips Investment Consultants — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- Segall Bryant And Hamill — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Decotiis, Fitzpatrick, Cole & Gibli — Schedule C compensation
- Susanin Widman And Brennan — Schedule C compensation
- Calibre Cpa Pllc — Schedule C compensation
- The Segal Company — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Washington Capital — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Express Press Printing — Schedule C compensation
- Drew & Rogers Inc — Schedule C compensation