Operating Engineers Local 825 Profit Sharing Fund's EIN is 22-2507282.
Download the official 2023 Form 5500 (PDF) for Operating Engineers Local 825 Profit Sharing Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Operating Engineers Local 825 Profit Sharing Fund's plan includes profit-sharing.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE CO | 06-1050034 | — | NONE | $253K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | RECORDKEEPER | $19K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| DAY ONE 2030 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 681 | Pooled Separate Account | $200.5M | 13.9% |
| DAY ONE 2040 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 683 | Pooled Separate Account | $124.2M | 8.6% |
| DAY ONE INCOME FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 698 | Pooled Separate Account | $101.1M | 7.0% |
| DAY ONE 2020 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 679 | Pooled Separate Account | $98.1M | 6.8% |
| DAY ONE 2050 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 685 | Pooled Separate Account | $69.9M | 4.9% |
| DAY ONE 2045 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 684 | Pooled Separate Account | $29.2M | 2.0% |
| DAY ONE 2055 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 686 | Pooled Separate Account | $29.1M | 2.0% |
| DAY ONE 2035 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 682 | Pooled Separate Account | $25.8M | 1.8% |
| DAY ONE 2060 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 803 | Pooled Separate Account | $22.2M | 1.5% |
| ROBECO BP LARGE CAP VAL EQTY (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 786 | Pooled Separate Account | $20.8M | 1.4% |
| DAY ONE 2025 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 680 | Pooled Separate Account | $17.6M | 1.2% |
| SMALL CAP VALUE / KENNEDY CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | $8.9M | 0.6% |
| DAY ONE 2065 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 838 | Pooled Separate Account | $7.6M | 0.5% |
| DAY ONE 2015 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 678 | Pooled Separate Account | $2.2M | 0.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUSANIN WIDMAN & BRENNAN, PC | 23-2265950 | — | COUNSEL FOR BUILDING CONT | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IUOE LOCAL 825 WELFARE FUND | 22-6033381 | — | AFFILIATE | $1.3M | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | — | NONE | $135K | — |
| EXPRESS PRESS PRINTING | 22-3510937 | — | NONE | $35K | — |
| THE SEGAL COMPANY, INC. | 13-1835864 | — | NONE | $29K | — |
| DECOTIIS, FITZPATRICK, COLE & GIBLI | 31-1425096 | — | NONE | $12K | — |
