Operating Engineers Local 139 Defined Contribution Annuity Fund — Form 5500 plan (Trustees -Operating Engineers Local 139 Defined Contribution Annuity F)
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 139 Defined Contribution Annuity Fund is a benefit plan reported by Trustees -Operating Engineers Local 139 Defined Contribution Annuity F under EIN 86-6489984 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,242 participants and $34,101,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees -Operating Engineers Local 139 Defined Contribution Annuity F
- EIN
- 86-6489984
- Plan number
- 001
- Plan type
- 1
- Location
- Pewaukee, WI
- Latest filing year
- 2023
- Participants
- 6,242
- End-of-year plan assets
- $34,101,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,242 | H, C | 20250306151831NAL0010468481002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,101,240
- Total liabilities (EOY)
- $87,063
- Net assets (EOY)
- $34,014,177
- Net assets (BOY)
- $13,915,829
Income & contributions
- Employer contributions
- $16,942,773
- Total contributions
- $17,155,620
- Total income / additions
- $20,963,787
Expenses & distributions
- Benefits paid
- $362,527
- Administrative expenses
- $502,912
- Total expenses
- $865,439
- Net increase / (decrease)
- $20,098,348
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $449,841 | $0 | 2023 |
| Benesys | NONE | $28,379 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $9,500 | not reported in the loaded dataset | 2023 |
| Construction Business Group | AFFILIATED ORGANIZATION | $7,612 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees -Operating Engineers Local 139 Defined Contribution Annuity F
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Pewaukee, WI
- John Hancock Retirement Plan Servic — Schedule C compensation
- Benesys — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Construction Business Group — Schedule C compensation