401k Plan data: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN plan

OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 401k Plan overview

Plan Name	OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN
Plan identification number	101

OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met. Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 520 has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 520

Employer identification number (EIN): 371328217

NAIC Classification: 237310
NAIC Description: Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
101 2022-01-01
101 2021-01-01
101 2020-01-01
101 2019-01-01
101 2018-01-01
101 2017-01-01 JULIE VISINTINE RONALD S. KAEMPFE 2018-10-12
101 2016-01-01 JULIE VISINTINE RONALD S. KAEMPFE 2017-10-05
101 2015-01-01 DAVID GLASTETTER RONALD S. KAEMPFE 2016-08-25
101 2014-01-01 DAVID GLASTETTER RONALD S. KAEMPFE 2015-09-16
101 2013-01-01 DAVID GLASTETTER RONALD S. KAEMPFE 2014-06-20
101 2012-01-01 DAVID GLASTETTER RONALD KAEMPFE 2013-07-11
101 2011-01-01 DAVID GLASTETTER RONALD D. JOHNSON 2012-08-01
101 2009-01-01 DAVID GLASTETTER RONALD JOHNSON 2010-07-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
101	2022-01-01
101	2021-01-01
101	2020-01-01
101	2019-01-01
101	2018-01-01
101	2017-01-01	JULIE VISINTINE	RONALD S. KAEMPFE	2018-10-12
101	2016-01-01	JULIE VISINTINE	RONALD S. KAEMPFE	2017-10-05
101	2015-01-01	DAVID GLASTETTER	RONALD S. KAEMPFE	2016-08-25
101	2014-01-01	DAVID GLASTETTER	RONALD S. KAEMPFE	2015-09-16
101	2013-01-01	DAVID GLASTETTER	RONALD S. KAEMPFE	2014-06-20
101	2012-01-01	DAVID GLASTETTER	RONALD KAEMPFE	2013-07-11
101	2011-01-01	DAVID GLASTETTER	RONALD D. JOHNSON	2012-08-01
101	2009-01-01	DAVID GLASTETTER	RONALD JOHNSON	2010-07-06

Plan Statistics for OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN

401k plan membership statisitcs for OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN

Measure Date Value
2022: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,964
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,707
Number of retired or separated participants receiving benefits 2022-01-01 190
Number of other retired or separated participants entitled to future benefits 2022-01-01 115
Total of all active and inactive participants 2022-01-01 3,012
Total participants 2022-01-01 3,012
Number of participants with account balances 2022-01-01 3,012
Number of employers contributing to the scheme 2022-01-01 294
2021: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,934
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,609
Number of retired or separated participants receiving benefits 2021-01-01 220
Number of other retired or separated participants entitled to future benefits 2021-01-01 135
Total of all active and inactive participants 2021-01-01 2,964
Total participants 2021-01-01 2,964
Number of participants with account balances 2021-01-01 2,964
Number of employers contributing to the scheme 2021-01-01 289
2020: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,968
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,618
Number of retired or separated participants receiving benefits 2020-01-01 188
Number of other retired or separated participants entitled to future benefits 2020-01-01 128
Total of all active and inactive participants 2020-01-01 2,934
Total participants 2020-01-01 2,934
Number of participants with account balances 2020-01-01 2,934
Number of employers contributing to the scheme 2020-01-01 288
2019: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,712
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,670
Number of retired or separated participants receiving benefits 2019-01-01 186
Number of other retired or separated participants entitled to future benefits 2019-01-01 112
Total of all active and inactive participants 2019-01-01 2,968
Total participants 2019-01-01 2,968
Number of participants with account balances 2019-01-01 2,968
Number of employers contributing to the scheme 2019-01-01 290
2018: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,651
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,511
Number of retired or separated participants receiving benefits 2018-01-01 102
Number of other retired or separated participants entitled to future benefits 2018-01-01 99
Total of all active and inactive participants 2018-01-01 2,712
Total participants 2018-01-01 2,712
Number of participants with account balances 2018-01-01 2,712
Number of employers contributing to the scheme 2018-01-01 289
2017: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,615
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,501
Number of retired or separated participants receiving benefits 2017-01-01 58
Number of other retired or separated participants entitled to future benefits 2017-01-01 92
Total of all active and inactive participants 2017-01-01 2,651
Total participants 2017-01-01 2,651
Number of participants with account balances 2017-01-01 2,651
Number of employers contributing to the scheme 2017-01-01 291
2016: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,566
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,458
Number of retired or separated participants receiving benefits 2016-01-01 66
Number of other retired or separated participants entitled to future benefits 2016-01-01 91
Total of all active and inactive participants 2016-01-01 2,615
Total participants 2016-01-01 2,615
Number of participants with account balances 2016-01-01 2,615
Number of employers contributing to the scheme 2016-01-01 295
2015: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,586
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,398
Number of retired or separated participants receiving benefits 2015-01-01 21
Number of other retired or separated participants entitled to future benefits 2015-01-01 147
Total of all active and inactive participants 2015-01-01 2,566
Total participants 2015-01-01 2,566
Number of participants with account balances 2015-01-01 2,566
Number of employers contributing to the scheme 2015-01-01 318
2014: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,637
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,405
Number of retired or separated participants receiving benefits 2014-01-01 28
Number of other retired or separated participants entitled to future benefits 2014-01-01 153
Total of all active and inactive participants 2014-01-01 2,586
Total participants 2014-01-01 2,586
Number of participants with account balances 2014-01-01 2,586
Number of employers contributing to the scheme 2014-01-01 329
2013: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,950
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,462
Number of retired or separated participants receiving benefits 2013-01-01 19
Number of other retired or separated participants entitled to future benefits 2013-01-01 156
Total of all active and inactive participants 2013-01-01 2,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2,637
Number of participants with account balances 2013-01-01 2,637
Number of employers contributing to the scheme 2013-01-01 325
2012: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3,577
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,726
Number of retired or separated participants receiving benefits 2012-01-01 224
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2,950
Number of participants with account balances 2012-01-01 2,950
Number of employers contributing to the scheme 2012-01-01 360
2011: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,490
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3,425
Number of retired or separated participants receiving benefits 2011-01-01 86
Number of other retired or separated participants entitled to future benefits 2011-01-01 30
Total of all active and inactive participants 2011-01-01 3,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 36
Total participants 2011-01-01 3,577
Number of participants with account balances 2011-01-01 3,263
Number of employers contributing to the scheme 2011-01-01 367
2009: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3,518
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3,390
Number of retired or separated participants receiving benefits 2009-01-01 56
Number of other retired or separated participants entitled to future benefits 2009-01-01 704
Total of all active and inactive participants 2009-01-01 4,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 14
Total participants 2009-01-01 4,164
Number of participants with account balances 2009-01-01 3,386
Number of employers contributing to the scheme 2009-01-01 387

Measure	Date	Value
2022: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,964
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,707
Number of retired or separated participants receiving benefits	2022-01-01	190
Number of other retired or separated participants entitled to future benefits	2022-01-01	115
Total of all active and inactive participants	2022-01-01	3,012
Total participants	2022-01-01	3,012
Number of participants with account balances	2022-01-01	3,012
Number of employers contributing to the scheme	2022-01-01	294
2021: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,934
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,609
Number of retired or separated participants receiving benefits	2021-01-01	220
Number of other retired or separated participants entitled to future benefits	2021-01-01	135
Total of all active and inactive participants	2021-01-01	2,964
Total participants	2021-01-01	2,964
Number of participants with account balances	2021-01-01	2,964
Number of employers contributing to the scheme	2021-01-01	289
2020: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,968
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,618
Number of retired or separated participants receiving benefits	2020-01-01	188
Number of other retired or separated participants entitled to future benefits	2020-01-01	128
Total of all active and inactive participants	2020-01-01	2,934
Total participants	2020-01-01	2,934
Number of participants with account balances	2020-01-01	2,934
Number of employers contributing to the scheme	2020-01-01	288
2019: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,712
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,670
Number of retired or separated participants receiving benefits	2019-01-01	186
Number of other retired or separated participants entitled to future benefits	2019-01-01	112
Total of all active and inactive participants	2019-01-01	2,968
Total participants	2019-01-01	2,968
Number of participants with account balances	2019-01-01	2,968
Number of employers contributing to the scheme	2019-01-01	290
2018: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,651
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,511
Number of retired or separated participants receiving benefits	2018-01-01	102
Number of other retired or separated participants entitled to future benefits	2018-01-01	99
Total of all active and inactive participants	2018-01-01	2,712
Total participants	2018-01-01	2,712
Number of participants with account balances	2018-01-01	2,712
Number of employers contributing to the scheme	2018-01-01	289
2017: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,615
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,501
Number of retired or separated participants receiving benefits	2017-01-01	58
Number of other retired or separated participants entitled to future benefits	2017-01-01	92
Total of all active and inactive participants	2017-01-01	2,651
Total participants	2017-01-01	2,651
Number of participants with account balances	2017-01-01	2,651
Number of employers contributing to the scheme	2017-01-01	291
2016: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,566
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,458
Number of retired or separated participants receiving benefits	2016-01-01	66
Number of other retired or separated participants entitled to future benefits	2016-01-01	91
Total of all active and inactive participants	2016-01-01	2,615
Total participants	2016-01-01	2,615
Number of participants with account balances	2016-01-01	2,615
Number of employers contributing to the scheme	2016-01-01	295
2015: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,586
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,398
Number of retired or separated participants receiving benefits	2015-01-01	21
Number of other retired or separated participants entitled to future benefits	2015-01-01	147
Total of all active and inactive participants	2015-01-01	2,566
Total participants	2015-01-01	2,566
Number of participants with account balances	2015-01-01	2,566
Number of employers contributing to the scheme	2015-01-01	318
2014: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,637
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,405
Number of retired or separated participants receiving benefits	2014-01-01	28
Number of other retired or separated participants entitled to future benefits	2014-01-01	153
Total of all active and inactive participants	2014-01-01	2,586
Total participants	2014-01-01	2,586
Number of participants with account balances	2014-01-01	2,586
Number of employers contributing to the scheme	2014-01-01	329
2013: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,950
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,462
Number of retired or separated participants receiving benefits	2013-01-01	19
Number of other retired or separated participants entitled to future benefits	2013-01-01	156
Total of all active and inactive participants	2013-01-01	2,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2,637
Number of participants with account balances	2013-01-01	2,637
Number of employers contributing to the scheme	2013-01-01	325
2012: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3,577
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,726
Number of retired or separated participants receiving benefits	2012-01-01	224
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2,950
Number of participants with account balances	2012-01-01	2,950
Number of employers contributing to the scheme	2012-01-01	360
2011: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,490
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3,425
Number of retired or separated participants receiving benefits	2011-01-01	86
Number of other retired or separated participants entitled to future benefits	2011-01-01	30
Total of all active and inactive participants	2011-01-01	3,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	36
Total participants	2011-01-01	3,577
Number of participants with account balances	2011-01-01	3,263
Number of employers contributing to the scheme	2011-01-01	367
2009: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3,518
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3,390
Number of retired or separated participants receiving benefits	2009-01-01	56
Number of other retired or separated participants entitled to future benefits	2009-01-01	704
Total of all active and inactive participants	2009-01-01	4,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	14
Total participants	2009-01-01	4,164
Number of participants with account balances	2009-01-01	3,386
Number of employers contributing to the scheme	2009-01-01	387

Financial Data on OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN

Measure	Date	Value
2022 : OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$107,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$98,104
Total income from all sources (including contributions)	2022-12-31	$-22,423,433
Total of all expenses incurred	2022-12-31	$12,774,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$12,379,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$11,775,623
Value of total assets at end of year	2022-12-31	$206,036,529
Value of total assets at beginning of year	2022-12-31	$241,224,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$394,336
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,625,976
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,625,976
Administrative expenses professional fees incurred	2022-12-31	$27,435
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$28,836
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$17,637
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$17,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$6,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$6,540
Other income not declared elsewhere	2022-12-31	$33,522
Administrative expenses (other) incurred	2022-12-31	$97,577
Liabilities. Value of operating payables at end of year	2022-12-31	$101,071
Liabilities. Value of operating payables at beginning of year	2022-12-31	$91,564
Total non interest bearing cash at end of year	2022-12-31	$82,875
Total non interest bearing cash at beginning of year	2022-12-31	$79,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-35,197,634
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$205,929,118
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$241,126,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$259,085
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$175,048,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$212,368,892
Value of interest in common/collective trusts at end of year	2022-12-31	$29,977,826
Value of interest in common/collective trusts at beginning of year	2022-12-31	$27,775,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-36,858,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$11,746,787
Employer contributions (assets) at end of year	2022-12-31	$909,280
Employer contributions (assets) at beginning of year	2022-12-31	$983,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$12,379,865
Contract administrator fees	2022-12-31	$10,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SCHEFFEL BOYLE
Accountancy firm EIN	2022-12-31	371206530
2021 : OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$97,933
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$107,454
Total income from all sources (including contributions)	2021-12-31	$35,177,962
Total of all expenses incurred	2021-12-31	$13,851,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$13,452,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$11,719,640
Value of total assets at end of year	2021-12-31	$241,224,856
Value of total assets at beginning of year	2021-12-31	$219,907,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$399,427
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,371,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,371,230
Administrative expenses professional fees incurred	2021-12-31	$25,528
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$18,885
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$17,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$15,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$6,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$8,390
Other income not declared elsewhere	2021-12-31	$36,766
Administrative expenses (other) incurred	2021-12-31	$104,032
Liabilities. Value of operating payables at end of year	2021-12-31	$91,564
Liabilities. Value of operating payables at beginning of year	2021-12-31	$99,064
Total non interest bearing cash at end of year	2021-12-31	$79,258
Total non interest bearing cash at beginning of year	2021-12-31	$105,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$21,326,462
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$241,126,923
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$219,800,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$256,236
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$212,368,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$188,422,962
Value of interest in common/collective trusts at end of year	2021-12-31	$27,775,611
Value of interest in common/collective trusts at beginning of year	2021-12-31	$30,606,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$19,050,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$11,700,755
Employer contributions (assets) at end of year	2021-12-31	$983,631
Employer contributions (assets) at beginning of year	2021-12-31	$756,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$13,452,073
Contract administrator fees	2021-12-31	$13,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Qualified
Accountancy firm name	2021-12-31	SCHEFFEL BOYLE
Accountancy firm EIN	2021-12-31	371206530
2020 : OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$107,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$104,117
Total income from all sources (including contributions)	2020-12-31	$37,070,685
Total of all expenses incurred	2020-12-31	$9,332,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$8,938,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$10,048,737
Value of total assets at end of year	2020-12-31	$219,907,915
Value of total assets at beginning of year	2020-12-31	$192,166,158
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$393,926
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,233,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,233,968
Administrative expenses professional fees incurred	2020-12-31	$20,978
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$13,854
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$15,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$22,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$8,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$7,652
Other income not declared elsewhere	2020-12-31	$30,240
Administrative expenses (other) incurred	2020-12-31	$104,757
Liabilities. Value of operating payables at end of year	2020-12-31	$99,064
Liabilities. Value of operating payables at beginning of year	2020-12-31	$96,465
Total non interest bearing cash at end of year	2020-12-31	$105,698
Total non interest bearing cash at beginning of year	2020-12-31	$104,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$27,738,420
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$219,800,461
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$192,062,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$258,703
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$188,422,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$159,802,455
Value of interest in common/collective trusts at end of year	2020-12-31	$30,606,914
Value of interest in common/collective trusts at beginning of year	2020-12-31	$31,655,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$23,757,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$10,034,883
Employer contributions (assets) at end of year	2020-12-31	$756,370
Employer contributions (assets) at beginning of year	2020-12-31	$581,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$8,938,339
Contract administrator fees	2020-12-31	$9,488
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SCHEFFEL BOYLE CPA'S
Accountancy firm EIN	2020-12-31	371206530
2019 : OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$104,117
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$104,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$106,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$106,186
Total income from all sources (including contributions)	2019-12-31	$38,394,961
Total income from all sources (including contributions)	2019-12-31	$38,394,961
Total of all expenses incurred	2019-12-31	$6,310,788
Total of all expenses incurred	2019-12-31	$6,310,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,922,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,922,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$10,772,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$10,772,838
Value of total assets at end of year	2019-12-31	$192,166,158
Value of total assets at end of year	2019-12-31	$192,166,158
Value of total assets at beginning of year	2019-12-31	$160,084,054
Value of total assets at beginning of year	2019-12-31	$160,084,054
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$388,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$388,037
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,247,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,247,209
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,247,209
Administrative expenses professional fees incurred	2019-12-31	$24,047
Administrative expenses professional fees incurred	2019-12-31	$24,047
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$24,145
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$24,145
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$22,605
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$22,605
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$26,211
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$26,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$7,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$7,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$6,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$6,678
Other income not declared elsewhere	2019-12-31	$60,023
Other income not declared elsewhere	2019-12-31	$60,023
Administrative expenses (other) incurred	2019-12-31	$103,553
Administrative expenses (other) incurred	2019-12-31	$103,553
Liabilities. Value of operating payables at end of year	2019-12-31	$96,465
Liabilities. Value of operating payables at end of year	2019-12-31	$96,465
Liabilities. Value of operating payables at beginning of year	2019-12-31	$99,508
Liabilities. Value of operating payables at beginning of year	2019-12-31	$99,508
Total non interest bearing cash at end of year	2019-12-31	$104,116
Total non interest bearing cash at end of year	2019-12-31	$104,116
Total non interest bearing cash at beginning of year	2019-12-31	$102,577
Total non interest bearing cash at beginning of year	2019-12-31	$102,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$32,084,173
Value of net income/loss	2019-12-31	$32,084,173
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$192,062,041
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$192,062,041
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$159,977,868
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$159,977,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$249,716
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$159,802,455
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$159,802,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$130,356,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$130,356,207
Value of interest in common/collective trusts at end of year	2019-12-31	$31,655,402
Value of interest in common/collective trusts at end of year	2019-12-31	$31,655,402
Value of interest in common/collective trusts at beginning of year	2019-12-31	$28,972,815
Value of interest in common/collective trusts at beginning of year	2019-12-31	$28,972,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$23,314,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$23,314,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$10,748,693
Contributions received in cash from employer	2019-12-31	$10,748,693
Employer contributions (assets) at end of year	2019-12-31	$581,580
Employer contributions (assets) at end of year	2019-12-31	$581,580
Employer contributions (assets) at beginning of year	2019-12-31	$626,244
Employer contributions (assets) at beginning of year	2019-12-31	$626,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,922,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,922,751
Contract administrator fees	2019-12-31	$10,721
Contract administrator fees	2019-12-31	$10,721
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	SCHEFFEL BOYLE CPA'S
Accountancy firm name	2019-12-31	SCHEFFEL BOYLE CPA'S
Accountancy firm EIN	2019-12-31	371206530
Accountancy firm EIN	2019-12-31	371206530
2018 : OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$106,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$96,847
Total income from all sources (including contributions)	2018-12-31	$5,719,831
Total of all expenses incurred	2018-12-31	$7,779,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$7,403,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$9,699,635
Value of total assets at end of year	2018-12-31	$160,084,054
Value of total assets at beginning of year	2018-12-31	$162,134,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$375,771
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,466,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$4,466,912
Administrative expenses professional fees incurred	2018-12-31	$25,057
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$28,189
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$26,211
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$21,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$6,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$7,146
Other income not declared elsewhere	2018-12-31	$72,193
Administrative expenses (other) incurred	2018-12-31	$102,619
Liabilities. Value of operating payables at end of year	2018-12-31	$99,508
Liabilities. Value of operating payables at beginning of year	2018-12-31	$89,701
Total non interest bearing cash at end of year	2018-12-31	$102,577
Total non interest bearing cash at beginning of year	2018-12-31	$125,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,059,714
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$159,977,868
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$162,037,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$239,797
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$130,356,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$131,309,753
Value of interest in common/collective trusts at end of year	2018-12-31	$28,972,815
Value of interest in common/collective trusts at beginning of year	2018-12-31	$30,012,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-8,518,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$9,671,446
Employer contributions (assets) at end of year	2018-12-31	$626,244
Employer contributions (assets) at beginning of year	2018-12-31	$665,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$7,403,774
Contract administrator fees	2018-12-31	$8,298
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	SCHEFFEL BOYLE CPA'S
Accountancy firm EIN	2018-12-31	371206530
2017 : OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$96,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$96,302
Total income from all sources (including contributions)	2017-12-31	$24,670,449
Total of all expenses incurred	2017-12-31	$5,353,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,993,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$8,687,008
Value of total assets at end of year	2017-12-31	$162,134,429
Value of total assets at beginning of year	2017-12-31	$142,816,970
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$360,187
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,905,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$3,905,150
Administrative expenses professional fees incurred	2017-12-31	$22,562
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$26,689
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$21,268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$19,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$7,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$6,289
Other income not declared elsewhere	2017-12-31	$82,637
Administrative expenses (other) incurred	2017-12-31	$93,039
Liabilities. Value of operating payables at end of year	2017-12-31	$89,701
Liabilities. Value of operating payables at beginning of year	2017-12-31	$90,013
Total non interest bearing cash at end of year	2017-12-31	$125,584
Total non interest bearing cash at beginning of year	2017-12-31	$130,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$19,316,914
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$162,037,582
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$142,720,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$237,148
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$131,309,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$109,813,856
Value of interest in common/collective trusts at end of year	2017-12-31	$30,012,100
Value of interest in common/collective trusts at beginning of year	2017-12-31	$32,236,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$11,995,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$8,660,319
Employer contributions (assets) at end of year	2017-12-31	$665,724
Employer contributions (assets) at beginning of year	2017-12-31	$617,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,993,348
Contract administrator fees	2017-12-31	$7,438
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	SCHEFFEL BOYLE CPA'S
Accountancy firm EIN	2017-12-31	371206530
2016 : OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$96,302
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$99,906
Total income from all sources (including contributions)	2016-12-31	$17,547,526
Total of all expenses incurred	2016-12-31	$6,078,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,801,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$9,190,446
Value of total assets at end of year	2016-12-31	$142,816,970
Value of total assets at beginning of year	2016-12-31	$131,351,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$277,072
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,553,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,553,838
Administrative expenses professional fees incurred	2016-12-31	$32,277
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$38,607
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$19,453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$35,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$6,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$9,192
Other income not declared elsewhere	2016-12-31	$81,551
Administrative expenses (other) incurred	2016-12-31	$110,170
Liabilities. Value of operating payables at end of year	2016-12-31	$90,013
Liabilities. Value of operating payables at beginning of year	2016-12-31	$90,714
Total non interest bearing cash at end of year	2016-12-31	$130,297
Total non interest bearing cash at beginning of year	2016-12-31	$158,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$11,468,607
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$142,720,668
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$131,252,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$125,388
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$109,813,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$128,885,298
Value of interest in common/collective trusts at end of year	2016-12-31	$32,236,270
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,532,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,721,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$9,151,839
Employer contributions (assets) at end of year	2016-12-31	$617,094
Employer contributions (assets) at beginning of year	2016-12-31	$740,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,801,847
Contract administrator fees	2016-12-31	$9,237
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	SCHEFFEL BOYLE CPA'S
Accountancy firm EIN	2016-12-31	371206530
2015 : OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$99,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$125,264
Total income from all sources (including contributions)	2015-12-31	$9,067,563
Total of all expenses incurred	2015-12-31	$7,269,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,885,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$9,541,189
Value of total assets at end of year	2015-12-31	$131,351,967
Value of total assets at beginning of year	2015-12-31	$129,579,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$384,328
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$4,179,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$4,179,844
Administrative expenses professional fees incurred	2015-12-31	$39,677
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$70,152
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$35,376
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$33,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$9,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$9,489
Other income not declared elsewhere	2015-12-31	$285,567
Administrative expenses (other) incurred	2015-12-31	$106,045
Liabilities. Value of operating payables at end of year	2015-12-31	$90,714
Liabilities. Value of operating payables at beginning of year	2015-12-31	$115,775
Total non interest bearing cash at end of year	2015-12-31	$158,645
Total non interest bearing cash at beginning of year	2015-12-31	$156,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,798,182
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$131,252,061
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$129,453,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$222,843
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$128,885,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$127,873,940
Value of interest in common/collective trusts at end of year	2015-12-31	$1,532,645
Value of interest in common/collective trusts at beginning of year	2015-12-31	$883,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,939,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$9,471,037
Employer contributions (assets) at end of year	2015-12-31	$740,003
Employer contributions (assets) at beginning of year	2015-12-31	$632,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,885,053
Contract administrator fees	2015-12-31	$15,763
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	SCHEFFEL BOYLE CPA'S
Accountancy firm EIN	2015-12-31	371206530
2014 : OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$125,264
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$140,856
Total income from all sources (including contributions)	2014-12-31	$14,042,187
Total of all expenses incurred	2014-12-31	$7,541,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$7,182,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$8,560,317
Value of total assets at end of year	2014-12-31	$129,579,143
Value of total assets at beginning of year	2014-12-31	$123,093,702
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$358,783
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,257,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,257,321
Administrative expenses professional fees incurred	2014-12-31	$43,157
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$37,125
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$21,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$9,489
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$8,664
Other income not declared elsewhere	2014-12-31	$454,005
Administrative expenses (other) incurred	2014-12-31	$93,937
Liabilities. Value of operating payables at end of year	2014-12-31	$115,775
Liabilities. Value of operating payables at beginning of year	2014-12-31	$132,192
Total non interest bearing cash at end of year	2014-12-31	$156,538
Total non interest bearing cash at beginning of year	2014-12-31	$181,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$6,501,033
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$129,453,879
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$122,952,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$214,187
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$127,873,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$121,999,045
Value of interest in common/collective trusts at end of year	2014-12-31	$883,062
Value of interest in common/collective trusts at beginning of year	2014-12-31	$393,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,732,954
Net investment gain or loss from common/collective trusts	2014-12-31	$37,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$8,523,192
Employer contributions (assets) at end of year	2014-12-31	$632,313
Employer contributions (assets) at beginning of year	2014-12-31	$507,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$7,182,371
Contract administrator fees	2014-12-31	$7,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$12,105
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$11,676
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	SCHEFFEL BOYLE
Accountancy firm EIN	2014-12-31	371206530
2013 : OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$140,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$105,569
Total income from all sources (including contributions)	2013-12-31	$21,265,336
Total of all expenses incurred	2013-12-31	$10,049,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$9,610,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$7,895,659
Value of total assets at end of year	2013-12-31	$123,093,702
Value of total assets at beginning of year	2013-12-31	$111,842,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$438,415
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,130,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$3,130,130
Administrative expenses professional fees incurred	2013-12-31	$34,933
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$36,027
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$8,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$7,849
Other income not declared elsewhere	2013-12-31	$40,864
Administrative expenses (other) incurred	2013-12-31	$96,496
Liabilities. Value of operating payables at end of year	2013-12-31	$132,192
Liabilities. Value of operating payables at beginning of year	2013-12-31	$97,720
Total non interest bearing cash at end of year	2013-12-31	$181,212
Total non interest bearing cash at beginning of year	2013-12-31	$204,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$11,216,037
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$122,952,846
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$111,736,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$298,335
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$121,999,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$110,987,691
Value of interest in common/collective trusts at end of year	2013-12-31	$393,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$10,173,828
Net investment gain or loss from common/collective trusts	2013-12-31	$24,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$7,859,632
Employer contributions (assets) at end of year	2013-12-31	$507,905
Employer contributions (assets) at beginning of year	2013-12-31	$638,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$9,610,884
Contract administrator fees	2013-12-31	$8,651
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$11,676
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$11,427
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	ALLISON KNAPP & SIEKMANN, LTD
Accountancy firm EIN	2013-12-31	371271856
2012 : OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$1,149,631
Total unrealized appreciation/depreciation of assets	2012-12-31	$1,149,631
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$105,569
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$254,582
Total income from all sources (including contributions)	2012-12-31	$18,190,743
Total loss/gain on sale of assets	2012-12-31	$3,994,464
Total of all expenses incurred	2012-12-31	$7,541,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$6,987,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$10,099,338
Value of total assets at end of year	2012-12-31	$111,842,378
Value of total assets at beginning of year	2012-12-31	$101,342,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$554,238
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,916,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,916,745
Administrative expenses professional fees incurred	2012-12-31	$47,137
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$42,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$7,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$69,394
Other income not declared elsewhere	2012-12-31	$30,565
Administrative expenses (other) incurred	2012-12-31	$93,360
Liabilities. Value of operating payables at end of year	2012-12-31	$97,720
Liabilities. Value of operating payables at beginning of year	2012-12-31	$185,188
Total non interest bearing cash at end of year	2012-12-31	$204,830
Total non interest bearing cash at beginning of year	2012-12-31	$195,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$10,648,936
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$111,736,809
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$101,087,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$406,670
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$110,987,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$100,160,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$63,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$63,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$10,056,404
Employer contributions (assets) at end of year	2012-12-31	$638,430
Employer contributions (assets) at beginning of year	2012-12-31	$912,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$6,987,569
Contract administrator fees	2012-12-31	$7,071
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$11,427
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$9,831
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$220,009,103
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$216,014,639
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	ALLISON KNAPP & SIEKMANN, LTD
Accountancy firm EIN	2012-12-31	371271856
2011 : OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-3,238,925
Total unrealized appreciation/depreciation of assets	2011-12-31	$-3,238,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$254,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,824,785
Total income from all sources (including contributions)	2011-12-31	$13,975,797
Total loss/gain on sale of assets	2011-12-31	$280,283
Total of all expenses incurred	2011-12-31	$5,441,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,900,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$13,761,924
Value of total assets at end of year	2011-12-31	$101,342,455
Value of total assets at beginning of year	2011-12-31	$94,378,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$541,357
Total interest from all sources	2011-12-31	$20
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$3,130,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$3,130,932
Administrative expenses professional fees incurred	2011-12-31	$44,282
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$46,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$69,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$1,512,350
Other income not declared elsewhere	2011-12-31	$41,563
Administrative expenses (other) incurred	2011-12-31	$88,436
Liabilities. Value of operating payables at end of year	2011-12-31	$185,188
Liabilities. Value of operating payables at beginning of year	2011-12-31	$312,435
Total non interest bearing cash at end of year	2011-12-31	$195,832
Total non interest bearing cash at beginning of year	2011-12-31	$195,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$8,533,982
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$101,087,873
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$92,553,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$401,009
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$100,160,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$91,490,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$63,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,505,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,505,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$20
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$13,715,847
Employer contributions (assets) at end of year	2011-12-31	$912,934
Employer contributions (assets) at beginning of year	2011-12-31	$1,176,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,900,458
Contract administrator fees	2011-12-31	$7,630
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$9,831
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$9,816
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$101,199,378
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$100,919,095
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	ALLISON KNAPP & SIEKMANN, LTD
Accountancy firm EIN	2011-12-31	371271856
2010 : OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$2,799,663
Total unrealized appreciation/depreciation of assets	2010-12-31	$2,799,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,824,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$359,968
Total income from all sources (including contributions)	2010-12-31	$20,884,842
Total loss/gain on sale of assets	2010-12-31	$-37,058
Total of all expenses incurred	2010-12-31	$4,149,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,648,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$15,193,605
Value of total assets at end of year	2010-12-31	$94,378,676
Value of total assets at beginning of year	2010-12-31	$76,178,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$500,426
Total interest from all sources	2010-12-31	$12
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$2,928,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$2,928,620
Administrative expenses professional fees incurred	2010-12-31	$47,813
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$1,232,633
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$55,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$1,512,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$118,386
Administrative expenses (other) incurred	2010-12-31	$78,472
Liabilities. Value of operating payables at end of year	2010-12-31	$312,435
Liabilities. Value of operating payables at beginning of year	2010-12-31	$241,582
Total non interest bearing cash at end of year	2010-12-31	$195,369
Total non interest bearing cash at beginning of year	2010-12-31	$105,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$16,735,703
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$92,553,891
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$75,818,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$351,840
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$91,490,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$73,567,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,505,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$122,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$122,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$12
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$15,137,889
Employer contributions (assets) at end of year	2010-12-31	$1,176,788
Employer contributions (assets) at beginning of year	2010-12-31	$1,143,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,648,713
Contract administrator fees	2010-12-31	$22,301
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$9,816
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$6,653
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$89,290,966
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$89,328,024
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	ALLISON KNAPP & SIEKMANN, LTD
Accountancy firm EIN	2010-12-31	371271856

Form 5500 Responses for OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN

2022: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: OPERATING ENGINEERS LOCAL 520 ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 520
Employer identification number (EIN):	371328217
NAIC Classification:	237310
NAIC Description:	Highway, Street, and Bridge Construction