Operating Eng Cons Ind Misc. Pension Fund — Form 5500 plan (Bd Of Tr Oper Eng Cons. Industry Miscellaneous 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 Eng Cons Ind Misc. Pension Fund is a benefit plan reported by Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund under EIN 25-6135579 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,057 participants and $800,667,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund
- EIN
- 25-6135579
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 10,057
- End-of-year plan assets
- $800,667,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,057 | H, C | 20240802143433NAL0038103968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $800,667,314
- Total liabilities (EOY)
- $791,060
- Net assets (EOY)
- $799,876,254
- Net assets (BOY)
- $741,393,996
Income & contributions
- Employer contributions
- $44,831,427
- Total contributions
- $44,831,427
- Total income / additions
- $125,749,325
Expenses & distributions
- Benefits paid
- $63,336,178
- Administrative expenses
- $3,930,889
- Total expenses
- $67,267,067
- Net increase / (decrease)
- $58,482,258
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico | NONE | $499,034 | $0 | 2023 |
| Neuberger Berman | NONE | $286,823 | $0 | 2023 |
| Champlain Investment Partners, LLC | NONE | $240,913 | $0 | 2023 |
| Ifm Investors | NONE | $232,575 | $0 | 2023 |
| Foundry Partners | NONE | $204,862 | $0 | 2023 |
| Polen | NONE | $191,965 | not reported in the loaded dataset | 2023 |
| Global Trust Company | NONE | $173,761 | not reported in the loaded dataset | 2023 |
| Johnston Asset Management | NONE | $170,411 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Co Llp | NONE | $163,073 | not reported in the loaded dataset | 2023 |
| Andco | NONE | $130,000 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $87,829 | $0 | 2023 |
| Lyrical Asset Management | NONE | $84,157 | not reported in the loaded dataset | 2023 |
| Cowden & Associates | NONE | $74,250 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $65,335 | not reported in the loaded dataset | 2023 |
| Manning & Napier | NONE | $61,855 | $0 | 2023 |
| Pnc Bank | NONE | $56,018 | $0 | 2023 |
| Galliard Capital Management | NONE | $43,616 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $32,280 | $0 | 2023 |
| Diclaudio & Kramer, LLC | NONE | $24,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Ullico — Schedule C compensation
- Neuberger Berman — Schedule C compensation
- Champlain Investment Partners, LLC — Schedule C compensation
- Ifm Investors — Schedule C compensation
- Foundry Partners — Schedule C compensation
- Polen — Schedule C compensation
- Global Trust Company — Schedule C compensation
- Johnston Asset Management — Schedule C compensation
- Loomis Sayles & Co Llp — Schedule C compensation
- Andco — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Lyrical Asset Management — Schedule C compensation
- Cowden & Associates — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation
- Manning & Napier — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Galliard Capital Management — Schedule C compensation
- Comerica — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation