Pension Fund Of Operating Engineers Local 513 — Form 5500 plan (Board Of Trustees Of Pension Fund Of Operating Engineers Local 513)
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, Pension Fund Of Operating Engineers Local 513 is a benefit plan reported by Board Of Trustees Of Pension Fund Of Operating Engineers Local 513 under EIN 43-0827344 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,219 participants and $751,958,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Pension Fund Of Operating Engineers Local 513
- EIN
- 43-0827344
- Plan number
- 001
- Plan type
- 1
- Location
- Bridgeton, MO
- Latest filing year
- 2023
- Participants
- 5,219
- End-of-year plan assets
- $751,958,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,219 | H, C | 20250212141429NAL0020622593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $751,958,539
- Total liabilities (EOY)
- $898,731
- Net assets (EOY)
- $751,059,808
- Net assets (BOY)
- $698,811,769
Income & contributions
- Employer contributions
- $57,033,630
- Total contributions
- $57,033,630
- Total income / additions
- $111,381,975
Expenses & distributions
- Benefits paid
- $55,726,842
- Administrative expenses
- $3,407,094
- Total expenses
- $59,133,936
- Net increase / (decrease)
- $52,248,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $527,056 | not reported in the loaded dataset | 2023 |
| The Crane Agency | NONE | $404,079 | not reported in the loaded dataset | 2023 |
| Clarkston Capital Partners | NONE | $239,445 | $21,414 | 2023 |
| Asb Capital Management LLC | NONE | $211,411 | not reported in the loaded dataset | 2023 |
| Ullico Inc | NONE | $169,335 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $150,000 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $136,446 | not reported in the loaded dataset | 2023 |
| Local 513 | RELATED ADMINISTRATOR | $133,800 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $130,810 | not reported in the loaded dataset | 2023 |
| Axiom Investors | NONE | $111,612 | not reported in the loaded dataset | 2023 |
| Mc Credit Associates Iii Lp | NONE | $0 | $92,536 | 2023 |
| Loomis Sayles & Co | NONE | $87,186 | not reported in the loaded dataset | 2023 |
| Manulife Asset Management Team | NONE | $86,176 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase | NONE | $73,821 | not reported in the loaded dataset | 2023 |
| Newton Investment Management | NONE | $69,567 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management | NONE | $64,725 | $1,603 | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $54,264 | not reported in the loaded dataset | 2023 |
| Bernzott Capital Advisors | NONE | $51,684 | not reported in the loaded dataset | 2023 |
| Bryan Cave Leighton Paisner LLC | NONE | $42,234 | not reported in the loaded dataset | 2023 |
| Hartnett Reyes-Jones, LLC | NONE | $28,174 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| The Commerce Trust Company | NONE | $14,919 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank N.A. | NONE | $14,712 | not reported in the loaded dataset | 2023 |
| Mellon Capital Management Group | NONE | $6,745 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Pension Fund Of Operating Engineers Local 513
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Bridgeton, MO
- Benesys, Inc. — Schedule C compensation
- The Crane Agency — Schedule C compensation
- Clarkston Capital Partners — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Ullico Inc — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Local 513 — Schedule C compensation
- National Investment Services — Schedule C compensation
- Axiom Investors — Schedule C compensation
- Mc Credit Associates Iii Lp — Schedule C compensation
- Loomis Sayles & Co — Schedule C compensation
- Manulife Asset Management Team — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Jpmorgan Chase — Schedule C compensation
- Newton Investment Management — Schedule C compensation
- Panagora Asset Management — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- Bernzott Capital Advisors — Schedule C compensation
- Bryan Cave Leighton Paisner LLC — Schedule C compensation
- Hartnett Reyes-Jones, LLC — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- The Commerce Trust Company — Schedule C compensation
- Bmo Harris Bank N.A. — Schedule C compensation
- Mellon Capital Management Group — Schedule C compensation