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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 this publication date, the investment managers are listed as follows:

Investment Managers of The Plan
Alcentra Artisan Partners
Clareant Crescent Direct Lending
Crescent Mezzanine Dreyfus
Loomis Sayles Mc Morgan & Co
North Sky Capital PanAgora Asset Management
RBC Global Management Rice, Hall, James
Siguler Guff & Company Standard Life
Systematic Financial Management TCW Capital Trust
TOBAM Core Investments ULLICO
Walter Scott Global Investment Management Washington Capital Management
Wellington Management Wells Capital Management

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