Operating Engineers Local Union No. 3 Vacation, Holiday And Sick Pay Trust Fund — Form 5500 plan (Board Of Trustees, Oe3 Vacation, Holiday And Sick Pay)
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 Union No. 3 Vacation, Holiday And Sick Pay Trust Fund is a benefit plan reported by Board Of Trustees, Oe3 Vacation, Holiday And Sick Pay under EIN 81-6631261 and plan number 501. The latest loaded filing year is 2023. The filing reports 15,202 participants and $31,865,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Oe3 Vacation, Holiday And Sick Pay
- EIN
- 81-6631261
- Plan number
- 501
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 15,202
- End-of-year plan assets
- $31,865,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,202 | H, C | 20241009222509NAL0020052257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,865,912
- Total liabilities (EOY)
- $29,013,717
- Net assets (EOY)
- $2,852,195
- Net assets (BOY)
- $3,011,253
Income & contributions
- Employer contributions
- $168,123,337
- Total contributions
- $168,123,337
- Total income / additions
- $168,407,792
Expenses & distributions
- Benefits paid
- $167,273,489
- Administrative expenses
- $1,293,361
- Total expenses
- $168,566,850
- Net increase / (decrease)
- -$159,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Multi-Plan Services Agency Inc. | NONE | $801,993 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $397,654 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $41,100 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $16,776 | not reported in the loaded dataset | 2023 |
| Mailrite Print & Mail, Inc. | NONE | $9,243 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Oe3 Vacation, Holiday And Sick Pay
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Multi-Plan Services Agency Inc. — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Mailrite Print & Mail, Inc. — Schedule C compensation