Operating Eng. Local 474 Defined Contribution — Form 5500 plan (Operating Eng. Local 474 Defined Contribution)
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 Eng. Local 474 Defined Contribution is a benefit plan reported by Operating Eng. Local 474 Defined Contribution under EIN 58-6209482 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,468 participants and $55,938,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operating Eng. Local 474 Defined Contribution
- EIN
- 58-6209482
- Plan number
- 002
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,468
- End-of-year plan assets
- $55,938,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,468 | H, C | 20250413154506NAL0000598689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,938,607
- Total liabilities (EOY)
- $4,478
- Net assets (EOY)
- $55,934,129
- Net assets (BOY)
- $53,053,887
Income & contributions
- Employer contributions
- $2,939,893
- Total contributions
- $2,939,893
- Total income / additions
- $6,236,820
Expenses & distributions
- Benefits paid
- $3,154,210
- Administrative expenses
- $202,368
- Total expenses
- $3,356,578
- Net increase / (decrease)
- $2,880,242
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Victory Capital Investment Trust | NONE | $49,762 | not reported in the loaded dataset | 2023 |
| Corbin Capital Partners, Lp | NONE | $0 | $45,271 | 2023 |
| Newtower Trust Company | NONE | $0 | $41,892 | 2023 |
| Southern Benefit Administrators | NONE | $39,945 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $31,907 | not reported in the loaded dataset | 2023 |
| Mesirow Financial | NONE | $0 | $30,600 | 2023 |
| Investment Performance Services | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Post Advisory Group | NONE | $0 | $19,545 | 2023 |
| First Eagle Investment Management | NONE | $0 | $14,369 | 2023 |
| Daniels, Irwin & Aylor Cpas | NONE | $13,550 | not reported in the loaded dataset | 2023 |
| Barrow Hanley Investments | NONE | $0 | $11,491 | 2023 |
| National Investment Services | NONE | $11,435 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operating Eng. Local 474 Defined Contribution
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Victory Capital Investment Trust — Schedule C compensation
- Corbin Capital Partners, Lp — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Mesirow Financial — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Post Advisory Group — Schedule C compensation
- First Eagle Investment Management — Schedule C compensation
- Daniels, Irwin & Aylor Cpas — Schedule C compensation
- Barrow Hanley Investments — Schedule C compensation
- National Investment Services — Schedule C compensation