Omaha Construction Industry Pension Plan — Form 5500 plan (Omaha Const. Ind. Pension Plan Joint Board Of Trustees)
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, Omaha Construction Industry Pension Plan is a benefit plan reported by Omaha Const. Ind. Pension Plan Joint Board Of Trustees under EIN 47-0468085 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,447 participants and $329,116,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Omaha Const. Ind. Pension Plan Joint Board Of Trustees
- EIN
- 47-0468085
- Plan number
- 001
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 1,447
- End-of-year plan assets
- $329,116,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,447 | H, C | 20241008080007NAL0009464643003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $329,116,965
- Total liabilities (EOY)
- $611,595
- Net assets (EOY)
- $328,505,370
- Net assets (BOY)
- $302,625,096
Income & contributions
- Employer contributions
- $17,181,289
- Total contributions
- $17,181,289
- Total income / additions
- $52,166,381
Expenses & distributions
- Benefits paid
- $25,177,655
- Administrative expenses
- $1,108,452
- Total expenses
- $26,286,107
- Net increase / (decrease)
- $25,880,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | not reported in the loaded dataset | $275,000 | not reported in the loaded dataset | 2023 |
| Compusys Of Utah, Inc. | not reported in the loaded dataset | $188,710 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $87,200 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig, P.A. | not reported in the loaded dataset | $72,269 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | not reported in the loaded dataset | $66,175 | not reported in the loaded dataset | 2023 |
| Iron Mountain | not reported in the loaded dataset | $19,190 | not reported in the loaded dataset | 2023 |
| Comerica | not reported in the loaded dataset | $11,030 | not reported in the loaded dataset | 2023 |
| Mcgrath North Mullin & Kratz Pc | not reported in the loaded dataset | $10,652 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Omaha Const. Ind. Pension Plan Joint Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Segal Marco Advisors — Schedule C compensation
- Compusys Of Utah, Inc. — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation
- Blake & Uhlig, P.A. — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Comerica — Schedule C compensation
- Mcgrath North Mullin & Kratz Pc — Schedule C compensation