Pension Trust Fund For Operating Engineers Annuity Plan
Sponsored by Board Of Trustees, Operating Engineers Annuity Plan · EIN 946090764 · Plan #002
- Total assets
- $548M
- Net assets
- $548M
- Active participants
- 23,774
- With balances
- 28,546
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Contract administrator, Direct payment from the plan | $840,724 |
| Multi Plan Services Agency, Inc. | Recordkeeping, Direct payment from the plan | $233,304 |
| Zenith American Solutions | Plan administrator, Direct payment from the plan | $199,449 |
| Morgan Stanley Smith Barney | Investment management, Direct payment from the plan | $160,000 |
| Saltzman & Johnson | Legal, Direct payment from the plan | $69,870 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $39,817 |
| Horizon Actuarial Services Llc | Actuarial, Direct payment from the plan | $20,500 |
| Mailrite Print & Mail, Inc. | Copying and duplicating, Direct payment from the plan | $17,836 |
| Stephen Horn Insurance Services | Insurance agents and brokers, Insurance brokerage commissions | $0 |