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Original filing (PDF)20250413142554NAL0000489569002
OPERATING ENGINEERS LOCAL NO. 825 PENSION FUND
Form 5500
FILING_RECEIVED
OPERATING ENGINEERS LOCAL NO. 825 PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed21 service providers
Active participants
5,422
Accounts w/ balance
—
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 787% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPERATING ENGINEERS LOCAL NO. 825 PENSION FUND.
Plan sponsor
Name
OPERATING ENGINEERS LOCAL NO. 825 PENSION FUND
EIN
22-6033380
Address
65 SPRINGFIELD AVENUE · SPRINGFIELD, NJ · 070811308
Phone
(973) 671-6800
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
21 rowsLegal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUSANIN WIDMAN AND BRENNAN | 23-2265950 | — | COUNSEL FOR EMPLOYER | $59K | — |
Other
20| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IUOE LOCAL 825 WELFARE FUND | 22-6033381 | — | AFFILIATED FUND | $1.4M | — |
| ATLANTA CAPITAL MANAGEMENT | 58-2236910 | — | NONE | $610K | — |
| LOOMIS SAYLES | 04-3200030 | — | NONE | $427K | — |
| HARDMAN JOHNSTON GLOBAL ADVISORS | 13-3257590 | — | NONE | $421K | — |
| WESTFIELD CAPITAL MANAGEMENT | 80-0175963 | — | NONE | $281K | — |
| WINSLOW CAPITAL MANAGEMENT | 90-0860898 | — | NONE | $281K | — |
| SIERRA INVESTMENT PARTNERS, INC | 68-0370668 | — | NONE | $276K | — |
| IPS INVESTMENT CONSULTANTS | 58-2432390 | — | NONE | $260K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $211K | — |
| GREAT LAKES ADVISORS, LLC | 90-0292839 | — | NONE | $167K | — |
| SEGALL BRYANT AND HAMILL | 41-1788385 | — | NONE | $107K | — |
| COMERICA BANK | 42-1741646 | DETROIT, MI | NONE | $79K | — |
| DECOTIIS, FITZPATRICK, COLE & GIBLI | 31-1425096 | PARAMUS, NJ | NONE | $78K | — |
| CALIBRE CPA PLLC | 47-0900880 | — | NONE | $52K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $50K | — |
| O'SULLIVAN ASSOCIATES | 20-8199367 | — | NONE | $47K | — |
| WASHINGTON CAPITAL | 91-1042342 | — | NONE | $44K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $43K | — |
| EXPRESS PRESS PRINTING | 22-3510937 | — | NONE | $42K | — |
| DREW & ROGERS INC | 22-1409195 | — | NONE | $8K | — |
Investments
4 pooled funds· $141.8M(13% of reported assets)
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.
Common Collective Trust
$77.6M
2 holdings
Pooled Separate Account
$46.8M
1 holding
103-12 Investment Entity
$17.4M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRISA PRUDENTIAL INSURANCE COMPANY · EIN 22-1211670 / PN 038 | Pooled Separate Account | $46.8M | 4.2% |
| FRANKLIN TEMPLETON COLLECTIVE INVES FIDUCIARY TRUST INTERNATIONAL OF THE SOUTH · EIN 90-6149946 / PN 001 | Common Collective Trust | $44.9M | 4.0% |
| WELLINGTON OPPORTUNISTIC INVESTMENT WELLINGTON TRUST COMPANY · EIN 04-2767481 / PN 076 | Common Collective Trust | $32.8M | 2.9% |
| WACAP SP INFRASTRUCTURE FUND IV FEE WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 88-1680526 / PN 001 | 103-12 Investment Entity | $17.4M | 1.6% |