Operating Engineers Pension Trust
Sponsored by Board Of Trustees, Operating Engineers Pension Trust · EIN 956032478 · Plan #001
- Total assets
- $3.8B
- Net assets
- $3.7B
- Active participants
- 14,517
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Operating Engineers Funds, Inc. | Plan administrator | $7,371,763 |
| Washington Capital Management, Inc | Investment management fees (direct) | $6,548,958 |
| Bny Mellon Investment Adviser, Inc. | Investment management fees (direct) | $1,936,128 |
| Laquer Urban Clifford & Hodge Llp | Legal | $1,248,864 |
| Ullico Investment Advisors Inc | Investment management, Investment management fees (direct) | $1,113,717 |
| Wellington Trust | Investment management, Investment management fees (direct) | $569,224 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $478,180 |
| Nepc, Llc | Consulting (pension), Direct payment from the plan | $319,847 |
| Rael & Letson | Actuarial, Consulting (pension) | $161,454 |
| Miller Kaplan Arase Llp | Accounting | $161,389 |
| The Segal Co (Western States), Inc. | Consulting (pension) | $141,337 |
| West Publishing Corporation | Other services | $61,881 |
| Parker Milliken | Legal | $34,653 |
| Law Offices Of Carroll & Scully | Legal | $29,839 |
| The Northern Trust Company | Custodial (securities), Direct payment from the plan | $15,618 |
| Platform It Solutions, Llc | Recordkeeping | $5,853 |
| U.S. Bank National Association | Trustee (institutional) | $5,051 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 07/01/2024 | $3.8B | 14,517 | ack 20260414212504NAL0011366595001 |
| 07/01/2020 | $3.1B | 11,899 | ack 20250404125507NAL0006863523001 |