Miller Kaplan Arase LLP signed Board of Trustees, Operating Engineers Annuity Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Operating Engineers Annuity Plan's EIN is 94-6090764.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Operating Engineers Annuity Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, Operating Engineers Annuity Plan's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $841K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTI-PLAN SERVICES AGENCY, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2030 | Mutual Funds | — | — | $79.7M | 14.5% | |
| VANGUARD TARGET RETIREMENT 2035 | Mutual Funds | — | — | $72.4M | 13.2% | |
| VANGUARD TARGET RETIREMENT 2040 | Mutual Funds | — | — | $64.7M | 11.8% | |
| VANGUARD TARGET RETIREMENT 2025 | Mutual Funds | — | — | $63.4M | 11.6% | |
| VANGUARD TARGET RETIREMENT INCOME INV | Mutual Funds | — | — | $62.3M | 11.4% | |
| VANGUARD TARGET RETIREMENT 2045 | Mutual Funds | — | — | $58.9M | 10.7% | |
| VANGUARD TARGET RETIREMENT 2050 | Mutual Funds | — | — | $34.7M | 6.3% | |
| VANGUARD TARGET RETIREMENT 2020 | Mutual Funds | — | — | $30.4M | 5.6% | |
| VANGUARD TARGET RETIREMENT 2055 | Mutual Funds | — | — | $21.0M | 3.8% | |
| VANGUARD TARGET RETIREMENT 2060 | Mutual Funds | — | — | $16.0M | 2.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $12.9M | 2.4% | |
| VANGUARD 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $10.3M | 1.9% | |
| VANGUARD TARGET RETIREMENT 2065 | Mutual Funds | — | — | $5.9M | 1.1% | |
| VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $1.9M | 0.3% | |
| VANGUARD BALANCED INDEX ADM | Mutual Funds | — | — | $1.3M | 0.2% | |
| VANGUARD TARGET RETIREMENT 2070 | Mutual Funds | — | — | $896K | 0.2% | |
| VANGUARD SHORT-TERM BOND INDEX ADM | Mutual Funds | — | — | $727K | 0.1% | |
| VANGUARD MID CAP INDEX ADM | Mutual Funds | — | — | $682K | 0.1% | |
| BRANDYWINE GLOBAL HIGH YIELD | Other securities | — | — | $628K | 0.1% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL | Mutual Funds | — | — | $605K | 0.1% | |
| E.I.N. 94-6090764; PLAN NO. 002 DECEMBER 31, 2024 Description Fair Value MUTUAL FUNDS BLACKROCK GLOBAL ALLOCATION INSTL | Other securities | — | — | $573K | 0.1% | |
| PARTICIPANT LOANS (Interest rates of 4.25% to 9.50%) | Bonds / Notes | — | — | $480K | <0.1% | |
| VANGUARD TOTAL BOND MARKET INDEX ADM | Mutual Funds | — | — | $468K | <0.1% | |
| VANGUARD DVLP MRKTS INDX ADMRL | Mutual Funds | — | — | $269K | <0.1% | |
| VANGUARD INFLATION PROTECTED SECS ADM | Mutual Funds | — | — | $222K | <0.1% | |
| VANGUARD FTSE ALL-WLD EX-US IDX ADMIRAL | Common Collective Trusts | — | — | $94K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 81-3751949 |
| — |
| NONE |
| $233K |
| — |
| ZENITH AMERICAN SOLUTIONS | — | ALAMEDA, CA | NONE | $199K | — |
| MORGAN STANLEY SMITH BARNEY | 13-2868611 | — | NONE | $160K | — |
| SALTZMAN & JOHNSON | 94-2376174 | — | NONE | $70K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $40K | — |
| HORIZON ACTUARIAL SERVICES LLC | 26-1370698 | — | NONE | $21K | — |
| MAILRITE PRINT & MAIL, INC. | — | SACRAMENTO, CA | NONE | $18K | — |
| STEPHEN HORN INSURANCE SERVICES | 94-3249244 | — | NONE | $0 | — |
