Misty SIMS signed BOT-Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOT-Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc.'s EIN is 83-6011320.
Download the official 2024 Form 5500 (PDF) for BOT-Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL GROUP | 35-0472300 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOMS & HARKINS, P.C. | 83-0258296 | — | NONE | $81K | — |
| TRANSFORM WEALTH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed contract * Lincoln Immediate Guaranteed Participation FundN/A N/A | Other securities | — | — | $3.1M | 24.7% | |
| Money market funds * Schwab Treas Obligation N/A | Mutual Funds | — | — | $269K | 2.2% | |
| Waste Management 8/1/2026 7.100% | Bonds / Notes | — | $250K | $259K | 2.1% | |
| JP Morgan Chase 7/145/2025 7.750% | Bonds / Notes | — | $250K | $254K | 2.1% | |
| Oneok, Inc 11/1/2026 5.550% | Bonds / Notes | — | $250K | $253K | 2.0% | |
| Toyota Motor Credit 8/14/2026 5.000% | Bonds / Notes | — | $250K | $252K | 2.0% | |
| US Treas Note 6/30/2026 4.625% | U.S. Treasuries | — | $250K | $251K | 2.0% | |
| US Treas Note 2/28/2026 4.625% | U.S. Treasuries | — | $250K | $251K | 2.0% | |
| John Deere Capital 1/9/2026 4.800% | Bonds / Notes | — | $250K | $251K | 2.0% | |
| US Treas Note 4/30/2025 3.875% | U.S. Treasuries | — | $250K | $250K | 2.0% | |
| Northern Trust 10/30/2025 3.950% | Bonds / Notes | — | $250K | $249K | 2.0% | |
| US Treas Note 2/20/2025 0.000% | U.S. Treasuries | — | $250K | $249K | 2.0% | |
| Bank of America 3/3/2026 4.450% | Bonds / Notes | — | $250K | $249K | 2.0% | |
| US Treas Note 8/15/2025 3.125% | U.S. Treasuries | — | $250K | $248K | 2.0% | |
| Wells Fargo 9/29/2025 3.550% | Bonds / Notes | — | $250K | $248K | 2.0% | |
| US Treas Note 3/31/2025 0.500% | U.S. Treasuries | — | $250K | $248K | 2.0% | |
| US Treas Note 9/30/2026 3.500% | U.S. Treasuries | — | $250K | $247K | 2.0% | |
| Citigroup Inc 5/1/2026 3.400% | Bonds / Notes | — | $250K | $246K | 2.0% | |
| State Street Corp 5/19/2026 2.650% | Bonds / Notes | — | $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% | U.S. Treasuries | — | $195K | $195K | 1.6% | |
| Interest bearing cash Charles Schwab bank N/A | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
BOT-Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc.'s plan includes a frozen benefit (no new accruals).
| 81-1683097 |
| — |
| NONE |
| $26K |
| — |
| MILLIMAN | 91-0675641 | — | NONE | $22K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $21K | — |
