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  2. BOARD OF TRUSTEES, OPERATING ENGINEERS ANNUITY PLAN
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BOARD OF TRUSTEES, OPERATING ENGINEERS ANNUITY PLAN

EIN 94-6090764-Construction-Latest filing 2024
Plans
2
Retirement
2
$5.95B assets
Welfare
0
Participants
74,517
1141 HARBOR BAY PKWY STE 100 - ALAMEDA, CA 94502510-671-8800
Plans on this EIN
2 filings
#001TraditionalDB-$5.40B - 45,574 part#002MoneyPurchase-$548.3M - 28,943 part

Retirement portfolio analytics

2 plans aggregated / $5.95B assets / 74,517 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • FOR OPERATING ENGINEERS (#001)91%
  • ENGINEERS ANNUITY PLAN (#002)9%
Total $5.95BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • (Not disclosed)91%
  • MULTI-PLAN SERVICES AGENCY, INC.9%
Total $5.95BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR OPERATING ENGINEERS (#001)45,574
  • ENGINEERS ANNUITY PLAN (#002)28,943
Total 74,517Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PENSION TRUST FUND FOR OPERATING ENGINEERS

TraditionalDB

Assets$5.40B
Participants45,574
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PENSION TRUST FUND FOR OPERATING ENGINEERS ANNUITY PLAN

MoneyPurchase

Assets$548.3M
Participants28,943
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PENSION TRUST FUND FOR OPERATING ENGINEERSTraditionalDB$5.40B45,5742024
002PENSION TRUST FUND FOR OPERATING ENGINEERS ANNUITY PLANMoneyPurchase$548.3M28,9432024
Retirement plans
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