Operating Engineers Trust Fund Of Washington D.C. And Vicinity — Form 5500 plan (Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin)
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 Trust Fund Of Washington D.C. And Vicinity is a benefit plan reported by Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin under EIN 52-6038508 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,582 participants and $40,376,019 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin
- EIN
- 52-6038508
- Plan number
- 501
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 1,582
- End-of-year plan assets
- $40,376,019
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,582 | H, C | 20241014141209NAL0044823984003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,376,019
- Total liabilities (EOY)
- $817,600
- Net assets (EOY)
- $39,558,419
- Net assets (BOY)
- $36,388,719
Income & contributions
- Employer contributions
- $16,669,193
- Participant contributions
- $811,480
- Total contributions
- $17,480,673
- Total income / additions
- $19,628,201
Expenses & distributions
- Benefits paid
- $15,072,902
- Administrative expenses
- $1,385,599
- Total expenses
- $16,458,501
- Net increase / (decrease)
- $3,169,700
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Administrators, Inc | NONE | $516,764 | not reported in the loaded dataset | 2023 |
| Conifer Value Based Care | NONE | $240,369 | not reported in the loaded dataset | 2023 |
| Carefirst | NONE | $166,927 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Pennsylvania | NONE | $65,029 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $59,045 | not reported in the loaded dataset | 2023 |
| Wedge Capital Mgmt | NONE | $48,578 | $0 | 2023 |
| Ncas | NONE | $43,533 | not reported in the loaded dataset | 2023 |
| Mcchesney & Dale, P.C. | NONE | $41,839 | not reported in the loaded dataset | 2023 |
| Telemedicine Management Inc | NONE | $41,313 | not reported in the loaded dataset | 2023 |
| American Core Realty | NONE | $37,802 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $33,285 | not reported in the loaded dataset | 2023 |
| Part D Advisors, Inc. | NONE | $28,403 | not reported in the loaded dataset | 2023 |
| Bolton Partners | NONE | $25,200 | not reported in the loaded dataset | 2023 |
| Investment Performance Service | NONE | $17,322 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $14,665 | not reported in the loaded dataset | 2023 |
| Doyle Printing & Offset Company | NONE | $9,461 | not reported in the loaded dataset | 2023 |
| Cvs | NONE | $9,354 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Associated Administrators, Inc — Schedule C compensation
- Conifer Value Based Care — Schedule C compensation
- Carefirst — Schedule C compensation
- Delta Dental Of Pennsylvania — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Wedge Capital Mgmt — Schedule C compensation
- Ncas — Schedule C compensation
- Mcchesney & Dale, P.C. — Schedule C compensation
- Telemedicine Management Inc — Schedule C compensation
- American Core Realty — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Part D Advisors, Inc. — Schedule C compensation
- Bolton Partners — Schedule C compensation
- Investment Performance Service — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Doyle Printing & Offset Company — Schedule C compensation
- Cvs — Schedule C compensation