Defined Contribution Plan
Forms and Documents
Mail Completed Forms To…
Operating Engineers Trust Funds, PO Box 7063, Pasadena, CA 91109.
General Forms and Information
- Change of Address Form
Moved recently? It’s important to keep the Fund informed! Use this form to update your mailing address or your physical address. - Important Information Regarding a Change to Your Operating Engineers Local 12 Defined Contribution Plan
Details on increase to individual monthly account record keeping fee.
QDRO
Plan Publications/Legally Required
- Summary Annual Report for Year Ending June 30, 2024
This is a summary of the annual report of the Operating Engineers Defined Contribution Plan for the year ending June 30, 2024. - Operating Engineers Local 12 Defined Contribution Trust Agreement
Agreement establishing the Operating Engineers Local 12 Defined Contribution Trust