Operating Engineers Local No. 825 Pension Fund's EIN is 22-6033380.
Download the official 2023 Form 5500 (PDF) for Operating Engineers Local No. 825 Pension Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)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 |
|---|---|---|---|---|---|
| ATLANTA CAPITAL MANAGEMENT | 58-2236910 | — | NONE | $610K | — |
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 | |||
|---|---|---|---|
| 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% |
| HARDMAN JOHNSTON GLOBAL ADVISORS |
| 13-3257590 |
| — |
| NONE |
| $421K |
| — |
| WESTFIELD CAPITAL MANAGEMENT | 80-0175963 | — | NONE | $281K | — |
| WINSLOW CAPITAL MANAGEMENT | 90-0860898 | — | NONE | $281K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $211K | — |
| GREAT LAKES ADVISORS, LLC | 90-0292839 | — | NONE | $167K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA PLLC | 47-0900880 | — | NONE | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUSANIN WIDMAN AND BRENNAN | 23-2265950 | — | COUNSEL FOR EMPLOYER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IUOE LOCAL 825 WELFARE FUND | 22-6033381 | — | AFFILIATED FUND | $1.4M | — |
| LOOMIS SAYLES | 04-3200030 | — | NONE | $427K | — |
| SIERRA INVESTMENT PARTNERS, INC | 68-0370668 | — | NONE | $276K | — |
| IPS INVESTMENT CONSULTANTS | 58-2432390 | — | NONE | $260K | — |
| 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 | — |
| 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 | — |
