Operating Engineers' Local 324, Defined Contribution Pension Plan — Form 5500 plan (Joint Board Of Trustees, Operating Engineers Local 324, Dc)
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 324, Defined Contribution Pension Plan is a benefit plan reported by Joint Board Of Trustees, Operating Engineers Local 324, Dc under EIN 38-3386104 and plan number 002. The latest loaded filing year is 2023. The filing reports 18,867 participants and $236,635,964 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees, Operating Engineers Local 324, Dc
- EIN
- 38-3386104
- Plan number
- 002
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 18,867
- End-of-year plan assets
- $236,635,964
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,867 | H, C | 20250217152028NAL0003367824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $236,635,964
- Total liabilities (EOY)
- $199,424
- Net assets (EOY)
- $236,436,540
- Net assets (BOY)
- $221,152,841
Income & contributions
- Employer contributions
- $14,080,607
- Total contributions
- $14,080,607
- Total income / additions
- $31,821,960
Expenses & distributions
- Benefits paid
- $13,827,228
- Administrative expenses
- $1,848,164
- Total expenses
- $16,538,261
- Net increase / (decrease)
- $15,283,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crescent Capital Group | NONE KNOWN | $181,118 | not reported in the loaded dataset | 2023 |
| Earnest Partners, LLC | NONE KNOWN | $159,504 | $0 | 2023 |
| The Bank Of New York Mellon | NONE KNOWN | $134,711 | $0 | 2023 |
| Permira Advisors Llp | NONE KNOWN | $127,361 | not reported in the loaded dataset | 2023 |
| Lindsell Train Limited | NONE KNOWN | $123,165 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $119,850 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc. | NONE KNOWN | $109,721 | not reported in the loaded dataset | 2023 |
| National Invstmnt Serv Of America | NONE KNOWN | $92,243 | not reported in the loaded dataset | 2023 |
| The London Company Of Virginia, LLC | NONE KNOWN | $90,623 | $0 | 2023 |
| Solxsys Administrative Solutions | NONE KNOWN | $65,272 | not reported in the loaded dataset | 2023 |
| Alcentra European Credit Opp Fd | NONE KNOWN | $63,645 | $0 | 2023 |
| Morgan Stanley | NONE KNOWN | $58,176 | $0 | 2023 |
| Novara Tesija Catenacci Mcdonald | NONE KNOWN | $57,360 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE KNOWN | $54,120 | not reported in the loaded dataset | 2023 |
| Hudson Edge Investment Partners Inc | NONE KNOWN | $52,396 | $0 | 2023 |
| Loomis Sayles Trust Company | NONE KNOWN | $44,829 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE KNOWN | $40,435 | $0 | 2023 |
| American Graphics Printing Co. | NONE KNOWN | $33,695 | not reported in the loaded dataset | 2023 |
| Stefansky, Holloway & Nichols, Inc. | NONE KNOWN | $29,306 | not reported in the loaded dataset | 2023 |
| Axiom Investors, LLC | NONE KNOWN | $21,101 | $0 | 2023 |
| Quadient, Inc. | NONE KNOWN | $16,830 | not reported in the loaded dataset | 2023 |
| Weisman, Young & Ruemenapp | NONE KNOWN | $14,452 | not reported in the loaded dataset | 2023 |
| Asherkelly | NONE KNOWN | $9,340 | not reported in the loaded dataset | 2023 |
| Washington Capital Management Inc. | NONE KNOWN | $2,913 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees, Operating Engineers Local 324, Dc
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Crescent Capital Group — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Permira Advisors Llp — Schedule C compensation
- Lindsell Train Limited — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- National Invstmnt Serv Of America — Schedule C compensation
- The London Company Of Virginia, LLC — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Alcentra European Credit Opp Fd — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Novara Tesija Catenacci Mcdonald — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Hudson Edge Investment Partners Inc — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation
- Stefansky, Holloway & Nichols, Inc. — Schedule C compensation
- Axiom Investors, LLC — Schedule C compensation
- Quadient, Inc. — Schedule C compensation
- Weisman, Young & Ruemenapp — Schedule C compensation
- Asherkelly — Schedule C compensation
- Washington Capital Management Inc. — Schedule C compensation