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Original filing (PDF)20251013113015NAL0000548643001
BOT-OPERATING ENGINEERS LOCAL 800 & WYOMING CONTRACTORS' ASSOC. INC.
Form 5500
FILING_RECEIVED
OPERATING ENGINEERS #800 & WYOMING CONTRACTORS' ASSOCIATION, INC. PENSION TRUST FUND
Defined-benefit pension plan
Signals · 2
35% in single holding~131 bps in Sched C fees
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
83
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- Top holding "Guaranteed contract * Lincoln Immediate Guaranteed Participation FundN/A N/A N/A" is 35% of plan.
- 131 bps in Schedule C fees — 352% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOT-OPERATING ENGINEERS LOCAL 800 & WYOMING CONTRACTORS' ASSOC. INC..
Plan sponsor
Name
BOT-OPERATING ENGINEERS LOCAL 800 & WYOMING CONTRACTORS' ASSOC. INC.
EIN
83-6011320
Address
555 S. WOLCOTT STREET · CASPER, WY · 82601
Phone
(307) 265-2000
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
NEEDLES & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOMS & HARKINS, P.C. | 83-0258296 | — | NONE | $81K | — |
| TRANSFORM WEALTH | 81-1683097 | — | NONE | $26K | — |
| MILLIMAN | 91-0675641 | — | NONE | $22K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $21K | — |
| LINCOLN FINANCIAL GROUP | 35-0472300 | — | NONE | $12K | — |
Investments
22 direct securities· $8.0M(65% of reported assets)
Uncategorized
$7.8M
21 holdings
Corporate Bonds
$243K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Guaranteed contract * Lincoln Immediate Guaranteed Participation FundN/A N/A | — | — | — | $3.1M | 24.7% | |
| Money market funds * Schwab Treas Obligation N/A | — | — | — | $269K | 2.2% | |
| Waste Management 8/1/2026 7.100% | — | — | $250K | $259K | 2.1% | |
| JP Morgan Chase 7/145/2025 7.750% | — | — | $250K | $254K | 2.1% | |
| Oneok, Inc 11/1/2026 5.550% | — | — | $250K | $253K | 2.0% | |
| Toyota Motor Credit 8/14/2026 5.000% | — | — | $250K | $252K | 2.0% | |
| US Treas Note 6/30/2026 4.625% | — | — | $250K | $251K | 2.0% | |
| US Treas Note 2/28/2026 4.625% | — | — | $250K | $251K | 2.0% | |
| John Deere Capital 1/9/2026 4.800% | — | — | $250K | $251K | 2.0% | |
| US Treas Note 4/30/2025 3.875% | — | — | $250K | $250K | 2.0% | |
| Northern Trust 10/30/2025 3.950% | — | — | $250K | $249K | 2.0% | |
| US Treas Note 2/20/2025 0.000% | — | — | $250K | $249K | 2.0% | |
| Bank of America 3/3/2026 4.450% | — | — | $250K | $249K | 2.0% | |
| US Treas Note 8/15/2025 3.125% | — | — | $250K | $248K | 2.0% | |
| Wells Fargo 9/29/2025 3.550% | — | — | $250K | $248K | 2.0% | |
| US Treas Note 3/31/2025 0.500% | — | — | $250K | $248K | 2.0% | |
| US Treas Note 9/30/2026 3.500% | — | — | $250K | $247K | 2.0% | |
| Citigroup Inc 5/1/2026 3.400% | — | — | $250K | $246K | 2.0% | |
| State Street Corp 5/19/2026 2.650% | — | — | $250K | $244K | 2.0% | |
| Lockheed Martin 6/15/2025 7.625% | Corporate Bonds | — | $240K | $243K | 2.0% | |
| Government bonds US Treas Note 1/31/2025 1.375% | — | — | $195K | $195K | 1.6% | |
| Interest bearing cash Charles Schwab bank N/A | — | — | — | $6K | <0.1% |
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