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Original filing (PDF)20250515145145NAL0029224560001
OHIO OPERATING ENGINEERS PENSION PLAN
Form 5500
FILING_RECEIVED
OHIO OPERATING ENGINEERS PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed51 service providers
Active participants
10,387
Accounts w/ balance
—
Plan assets (EOY)
$3.6B
Net assets (EOY)
$3.4B
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
- 25 bps in Schedule C fees — 410% 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 OHIO OPERATING ENGINEERS PENSION PLAN.
Plan sponsor
Name
OHIO OPERATING ENGINEERS PENSION PLAN
EIN
31-6129968
Address
C/O BOARD OF TRUSTEES · 1180 DUBLIN ROAD · COLUMBUS, OH · 432157003
Phone
(614) 488-0708
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CIUNI & PANICHI, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
51 rowsOther
51| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARNASSUS INVESTMENTS INC | 94-2943858 | — | — | $1.1M | — |
| T ROWE PRICE ASSOCIATES | 52-0556948 | — | — | $1.0M | — |
| PRUDENTIAL INVESTMENTS | 22-1211670 | — | — | $881K | — |
| SIERRA INVESTMENT PARTNERS, INC. | 68-0370668 | — | — | $741K | — |
| PACIFIC INVESTMENT MANAGEMENT CO. | 33-0629048 | — | — | $627K | — |
| LAZARD ASSET MANAGEMENT | 13-5545100 | — | — | $623K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20-0292745 | — | — | $612K | — |
| KKR DIVERSIFIED CORE INFRASTRUCTURE | — | NEW YORK, NY | — | $456K | — |
| BLACKROCK INSTITUTIONAL TRUST | 94-0288125 | — | — | $301K | — |
| REAMS ASSET MANAGEMENT | 35-1913089 | — | — | $293K | — |
| UBS TRUMBULL PROPERTY FUND | 61-1553760 | — | — | $289K | — |
| MORGAN STANLEY PRIME PROPERTY FUND | 36-4516330 | — | — | $280K | — |
| JPMORGAN CHASE BANK, NA | 31-4148768 | — | — | $232K | — |
| AON HEWITT INVESTMENT CONSULTING, I | 27-2436452 | — | — | $216K | — |
| HYLANT GROUP, INC. | 34-1880366 | — | — | $212K | — |
| THE SEGAL COMPANY | 13-1975125 | — | — | $177K | — |
| MACOLLEY LLC | 93-1492649 | — | — | $161K | — |
| LEDBETTER PARTNERS LLC | 03-0599899 | — | — | $88K | — |
| WILSON, CAROL | 31-4446857 | — | EMPLOYEE | $66K | — |
| C&P ADVISORS LLC | 34-1322309 | — | — | $61K | — |
| TOLLEY, TIM | 31-4446857 | — | EMPLOYEE | $53K | — |
| BUCKINGHAM, LAURA | 31-4446857 | — | EMPLOYEE | $52K | — |
| EBBELER, SUSAN | 31-4446857 | — | EMPLOYEE | $50K | — |
| BARKER, STACEY | 31-4446857 | — | EMPLOYEE | $42K | — |
| J&P PAVING MASONRY AND SEALANT INC | 31-1121622 | — | — | $39K | — |
| DORNEY, SUSAN | 31-4446857 | — | EMPLOYEE | $37K | — |
| CRAMER, JAMES | 31-4446857 | — | EMPLOYEE | $34K | — |
| HELMICK, JUSTIN | 31-4446857 | — | EMPLOYEE | $34K | — |
| HOWER, MADISON | 31-4446857 | — | EMPLOYEE | $32K | — |
| FIVE STAR PAINTING | 83-4088797 | — | — | $31K | — |
| VORYS SATER SEYMOUR AND PEASE | 31-4333125 | — | — | $23K | — |
| PENSION BENEFIT INFORMATION, LLC | 82-4722389 | — | — | $23K | — |
| LULI, BRADEN | 31-4446857 | — | EMPLOYEE | $22K | — |
| SOLTESZ, TROY | 31-4446857 | — | EMPLOYEE | $22K | — |
| PULLINS, KIM | 31-4446857 | — | EMPLOYEE | $21K | — |
| MARTIN, SUSAN | 31-4446857 | — | EMPLOYEE | $18K | — |
| BUIS BURGI | — | — | — | $16K | — |
| WAI CONSTRUCTION GROUP LLC | 46-4702390 | — | — | $16K | — |
| GARWOOD, JUDY | 31-4446857 | — | EMPLOYEE | $15K | — |
| ROSE, GRACE | 31-4446857 | — | EMPLOYEE | $15K | — |
| SCOTT, STEPHANIE | 31-4446857 | — | EMPLOYEE | $14K | — |
| WISE-MILLER, SHERRY | 31-4446857 | — | EMPLOYEE | $14K | — |
| GORDON, TERRY | 31-4446857 | — | EMPLOYEE | $14K | — |
| BOEHMER, AMELIA | 31-4446857 | — | EMPLOYEE | $14K | — |
| SCOTT, JESSICA | 31-4446857 | — | EMPLOYEE | $13K | — |
| LISA MCINTOSH | 31-4446857 | — | EMPLOYEE | $10K | — |
| BLUETEAM NETWORKS | 81-4198762 | — | — | $8K | — |
| TARA GERSPER | 31-4446857 | — | EMPLOYEE | $8K | — |
| BEARDS BUILDERS LLC | 45-5264383 | — | — | $6K | — |
| FARBER MECHANICAL CONTRACTORS | 31-0746886 | — | — | $6K | — |
| MEDQUEST EVALUATORS LLC | 30-0414289 | — | — | $5K | — |
Investments
4 pooled funds· $1.4B(38% 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
$1.2B
3 holdings
103-12 Investment Entity
$166.4M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK US EQUITY MARKET INDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3071854 / PN 001 | Common Collective Trust | $577.6M | 16.1% |
| BLACKROCK MSCI ACWI EX-US IMI INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 33-6371939 / PN 001 | Common Collective Trust | $487.6M | 13.6% |
| PARAMETRIC DEFENSE EQUITY FUND LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC · EIN 32-0463932 / PN 001 | 103-12 Investment Entity | $166.4M | 4.6% |
| HARRIS ASSOCIATES COLLECTIVE INV TR SEI TRUST COMPANY · EIN 26-4757392 / PN 001 | Common Collective Trust | $133.5M | 3.7% |