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OPERATING ENGINEERS
TRUST FUNDS

Source of Financing of the Plan and Identity of any Organization Through Which Benefits are Provided

All financing of the Plan is made by contributions to the Pension Trust which are made by individual employers under the provisions of the collective bargaining agreements. No outside organization is involved in providing Plan benefits. Benefits are provided from the Trust assets which are accumulated under the provisions of the collective bargaining agreements and the Trust Agreement and held in a trust fund for the purpose of providing benefits and defraying reasonable administrative expense. Amalgamated Bank has been designated as the Corporate Co-Trustee to the Plan.

As of the printing of this booklet, the investment managers are:

AFL-CIO Index Fund Alcentra
Artisan Partners ATEL Capital
Blackstone Infrastructure Crescent Direct Lending
Crescent Mezzanine INVESCO
Loomis Sayles Mc Credit
Mc Morgan & Co MFB NT Collective S&B
North Sky Capital Northern Trust
Pemberton RBC Global Management
Schroder Taft Hartley Income Fund LP ULLICO
Vanguard WaCap O Transport
Washington Cap JMT Transportation Infra. Walter Scott Global Investment Management
Wellington Management

Revised 07/2024