Julie Visintine signed Board of Trustees Operating Engineers Local 520's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees Operating Engineers Local 520's EIN is 37-1328217.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Operating Engineers Local 520 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Operating Engineers Local 520's plan includes a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $240K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $267.5M | 99.5% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $27.4M | 10.2% | |
| T ROWE US MID CAP GRW EQTY IS PLTFR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $12.5M | 4.7% |
| INVESTMENT MANAGEMENT |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHEFFEL BOYLE | 37-1206530 | BELLEVILLE, IL | ACCOUNTANT | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAMMOND & SHINNERS, P.C. | 43-1429257 | ST LOUIS, MO | ATTORNEY | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPER ENG LOCAL 520 ANNUITY TRUST FD | 37-1328217 | OFALLON, IL | OTHER | $167K | — |
| INVESTMENT CONSULTING SERVICES, LLC | 32-0016703 | OAK BROOK, IL | INVESTMENT CONSULTING | $55K | — |
