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Operating Engineers Local 101 Pension Plan

Pension Plan

on behalf of Board of Trustees - Operating Engin Local 101 Pension Fund

6601 Winchester, Suite 250
Kansas City, MO 64133
Phone: (816) 737-5959
Associated EIN: 436059213

Operating Engineers Local 101 Pension Plan is a Pension Plan sponsored by Board of Trustees - Operating Engin Local 101 Pension Fund. It is located in Kansas City, MO.

Operating Engineers Local 101 Pension Plan has a $452,898,000 portfolio that is mostly invested in Managed Accounts as of 2008-12-31. Its portfolio has $38,333,000 in annual income, the majority of which is from Contributions. Its expenses total $97,220,000 annually. Its largest expense is Capital Losses. Operating Engineers Local 101 Pension Plan's portfolio liabilities total $5,649,000 and are mostly Short Term.

ContactRoleAddressPhone
Douglas H. HallSponsor
6601 Winchester, Suite 250
Kansas City, MO 64133
(816) 737-5959
Rodger KaminskaAdministrator

,
(816) 737-5959

Institutional Portfolio Assets (000):452,898
Managed Accounts168,823
Fixed Income96,247
Equities168,058
Loans & Leases-
Real Estate7,100
Other Investments332
Derivatives-
Cash12,338
Commodities-
Portfolio Liabilities (000):5,649
Short Term5,649
Long Term-
Other-
Portfolio Income (000):38,333
Other-
Loans & Leases1,121
Interest3,856
Contributions23,721
Dividends9,635
Capital Gains-
Portfolio Expenses (000):97,220
Other-
Capital Losses66,174
Fees3,970
Interest-
Distributions27,076
Qualified Client
Accredited Investor
Qualified Purchaser
Qualified Institutional Buyer
Allocation:76/21/3
Leverage ratio:2:149
Investment yield:3.23%
New capital yield:-13%
Tax status:tax-exempt
Notes
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Accurate as of: 2008-12-31. Some financial data represents an annualized extrapolation from periodic reporting.
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