Board of Trustees Operating Engineers Local 77 Individual Account Plan's EIN is 52-2241121.
Download the official 2024 Form 5500 (PDF) for Board of Trustees Operating Engineers Local 77 Individual Account Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees Operating Engineers Local 77 Individual Account Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 O | — | GREENWOOD VILLAGE, CO | NONE | $184K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP | 47-0900880 | — | NONE | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2025 MF N/A | Mutual Funds | — | $377K | $7.0M | 13.6% | |
| Vanguard Institutional Target Retirement 2030 MF N/A | Mutual Funds | — | $162K | $6.1M | 11.9% | |
| Vanguard Institutional Target Retirement 2040 MF N/A | Mutual Funds | — | $129K | $5.6M | 10.7% | |
| Vanguard Institutional Target Retirement 2035 MF N/A | Mutual Funds | — | $225K | $5.4M | 10.4% | |
| Insurance Company Contract * Sagic Diversified Bond I GIC N/A Various N/A | Stable Value | — | — | $5.2M | 10.1% | |
| Vanguard Institutional Target Retirement 2045 MF N/A | Mutual Funds | — | $167K | $5.0M | 9.6% | |
| Vanguard Institutional Target Retirement 2050 MF N/A | Mutual Funds | — | $81K | $4.0M | 7.8% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $9K | $3.1M | 6.1% | |
| Vanguard Institutional Target Retirement 2055 MF N/A | Mutual Funds | — | $47K | $2.6M | 5.0% | |
| Vanguard Institutional Target Retirement 2020 MF N/A | Mutual Funds | — | $76K | $2.0M | 3.9% | |
| Vanguard Institutional Target Retirement 2060 MF N/A | Mutual Funds | — | $25K | $1.3M | 2.5% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $7K | $773K | 1.5% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $3K | $684K | 1.3% | |
| Vanguard Developed Markers Index Fund MF N/A | Mutual Funds | — | $38K | $588K | 1.1% | |
| Vanguard Institutional Target Retirement Income MF N/A | Mutual Funds | — | $36K | $478K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | $1K | $347K | 0.7% | |
| Vanguard Institutional Target Retirement 2065 MF N/A | Mutual Funds | — | $8K | $280K | 0.5% | |
| Vanguard Growth Index Admiral MF N/A 583 | Mutual Funds | — | — | $123K | 0.2% | |
| Vanguard High Yield Corp Fund MF N/A | Mutual Funds | — | $14K | $75K | 0.1% | |
| Vanguard Emerging Markets Stock Index Fund MF N/A | Common Collective Trusts | — | $1K | $54K | 0.1% | |
| Vanguard Real Estate Index Fund MF N/A 288 | Common Collective Trusts | — | — | $36K | <0.1% | |
| Vanguard Value Index Adm MF N/A 376 | Mutual Funds | — | — | $25K | <0.1% | |
| Vanguard Target Retirement 2070 Fund MF N/A 795 | Mutual Funds | — | — | $21K | <0.1% | |
| Vanguard FTSE AWD ex-US Small Cap Fund MF N/A 190 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS, LLC | 65-1205077 | — | NONE | $109K | — |
| INVESTMENT PERFORMANCE SERVICES, LL | 58-2432390 | — | NONE | $38K | — |
| OPERATING ENGINEERS TRUST FD OF DC | — | SPARKS, MD | NONE | $28K | — |
