Plan Snapshot
- Plan Sponsor: Board Of Trustees, Operating Engineers Pension Trust
- Sponsor EIN: 956032478
- Sponsor Address: 100 CORSON ST STE 100, PASADENA, CA, 91103
- Plan Type: DB
- Total Participants: 13,192
- Total Assets: $3.5B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 13,192 | $3.5B | $0 | $0 |
| 2023 | 13,014 | $3.3B | $0 | $0 |
| 2021 | 11,899 | $3.1B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $153,887 | — | $153,887 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,887
- Estimated Expense Ratio: 0.004% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $23,829,067 | $9,365,839 | — | $153,887 | — |
| 2023 | $26,314,534 | $16,108,646 | — | — | $1,688,318 |
| 2021 | $24,915,972 | $15,624,746 | — | $138,335 | — |