Operating Engineers Local No 37 Pension Fund — Form 5500 plan (Brd Of Trustees Oe 37 Pension Fund)
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 No 37 Pension Fund is a benefit plan reported by Brd Of Trustees Oe 37 Pension Fund under EIN 52-6128064 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,958 participants and $142,740,067 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brd Of Trustees Oe 37 Pension Fund
- EIN
- 52-6128064
- Plan number
- 001
- Plan type
- 1
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 1,958
- End-of-year plan assets
- $142,740,067
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,958 | H, C | 20241010084034NAL0011303251004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,740,067
- Total liabilities (EOY)
- $199,598
- Net assets (EOY)
- $142,540,469
- Net assets (BOY)
- $131,186,317
Income & contributions
- Employer contributions
- $7,092,853
- Total contributions
- $7,092,853
- Total income / additions
- $21,033,569
Expenses & distributions
- Benefits paid
- $8,546,687
- Administrative expenses
- $1,132,730
- Total expenses
- $9,679,417
- Net increase / (decrease)
- $11,354,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Decision Science, Inc. | NONE | $212,423 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company | NONE | $145,086 | $0 | 2023 |
| Rbc Global Asset Management | NONE | $128,541 | not reported in the loaded dataset | 2023 |
| American Realty Advisors, LLC | NONE | $120,853 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $102,475 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $93,643 | $0 | 2023 |
| Bolton Partners, Inc. | NONE | $75,634 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $66,596 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $41,450 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $21,100 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $17,667 | not reported in the loaded dataset | 2023 |
| Us Bank N.A. | NONE | $12,462 | $0 | 2023 |
| Northern Trust Corporation | NONE | $5,596 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brd Of Trustees Oe 37 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Decision Science, Inc. — Schedule C compensation
- Loomis, Sayles & Company — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- American Realty Advisors, LLC — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Bolton Partners, Inc. — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Us Bank N.A. — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation