Operating Engineers Pension Trust Fund Of Washington D.C. And Vicinity — Form 5500 plan (Board Of Trustees, Operating Engineers Pension Trust Fund Of Washingto)
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 Pension Trust Fund Of Washington D.C. And Vicinity is a benefit plan reported by Board Of Trustees, Operating Engineers Pension Trust Fund Of Washingto under EIN 52-6038506 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,830 participants and $194,130,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Operating Engineers Pension Trust Fund Of Washingto
- EIN
- 52-6038506
- Plan number
- 001
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 2,830
- End-of-year plan assets
- $194,130,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,830 | H, C | 20241014163937NAL0045336800003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $194,130,435
- Total liabilities (EOY)
- $214,217
- Net assets (EOY)
- $193,916,218
- Net assets (BOY)
- $185,942,372
Income & contributions
- Employer contributions
- $9,602,663
- Total contributions
- $9,602,663
- Total income / additions
- $24,679,259
Expenses & distributions
- Benefits paid
- $15,460,430
- Administrative expenses
- $1,244,983
- Total expenses
- $16,705,413
- Net increase / (decrease)
- $7,973,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Administrators LLC | NONE | $191,028 | not reported in the loaded dataset | 2023 |
| Grosvenor Capital Management | NONE | $114,948 | not reported in the loaded dataset | 2023 |
| Wedge Capital Mgmt | NONE | $114,043 | $0 | 2023 |
| Inv Performance Service | NONE | $93,238 | not reported in the loaded dataset | 2023 |
| Washington Capital Mgmt | NONE | $84,896 | not reported in the loaded dataset | 2023 |
| Times Square | NONE | $74,121 | $0 | 2023 |
| Johnston Asset Management | NONE | $71,075 | not reported in the loaded dataset | 2023 |
| Bolton Partners | NONE | $53,475 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $39,824 | not reported in the loaded dataset | 2023 |
| Mcchesney Et Al | NONE | $30,358 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $27,413 | not reported in the loaded dataset | 2023 |
| Mes Solutions | NONE | $6,170 | not reported in the loaded dataset | 2023 |
| Schmitz Press | NONE | $5,969 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $3,066 | $0 | 2023 |
| Principal Life Insurance Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Operating Engineers Pension Trust Fund Of Washingto
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Associated Administrators LLC — Schedule C compensation
- Grosvenor Capital Management — Schedule C compensation
- Wedge Capital Mgmt — Schedule C compensation
- Inv Performance Service — Schedule C compensation
- Washington Capital Mgmt — Schedule C compensation
- Times Square — Schedule C compensation
- Johnston Asset Management — Schedule C compensation
- Bolton Partners — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Mcchesney Et Al — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Mes Solutions — Schedule C compensation
- Schmitz Press — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation