Pension Trust Fund For Operating Engineers Annuity Plan — Form 5500 plan (Board Of Trustees, Operating Engineers Annuity Plan)
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, Pension Trust Fund For Operating Engineers Annuity Plan is a benefit plan reported by Board Of Trustees, Operating Engineers Annuity Plan under EIN 94-6090764 and plan number 002. The latest loaded filing year is 2023. The filing reports 27,740 participants and $481,199,763 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Operating Engineers Annuity Plan
- EIN
- 94-6090764
- Plan number
- 002
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 27,740
- End-of-year plan assets
- $481,199,763
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,740 | H, C | 20240911135503NAL0016146018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $481,199,763
- Total liabilities (EOY)
- $165,489
- Net assets (EOY)
- $481,034,274
- Net assets (BOY)
- $404,474,520
Income & contributions
- Employer contributions
- $38,265,199
- Total contributions
- $38,298,517
- Total income / additions
- $104,393,266
Expenses & distributions
- Benefits paid
- $24,451,002
- Administrative expenses
- $3,382,510
- Total expenses
- $27,833,512
- Net increase / (decrease)
- $76,559,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $817,360 | not reported in the loaded dataset | 2023 |
| Multi-Plan Services Agency, Inc. | NONE | $240,790 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $191,609 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $160,000 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $63,385 | not reported in the loaded dataset | 2023 |
| Engineers Publishing | NONE | $55,605 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $48,300 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $20,150 | not reported in the loaded dataset | 2023 |
| Mailrite Print & Mail, Inc. | NONE | $15,986 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $13,324 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Operating Engineers Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Multi-Plan Services Agency, Inc. — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Engineers Publishing — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Mailrite Print & Mail, Inc. — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation