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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:

Investment Managers of The Plan
Alcentra Artisan Partners
ASB Capital Management ATEL Capital
Clareant Crescent Direct Lending
Crescent Mezzanine Dreyfus
Loomis Sayles Mc Morgan & Co
North Sky Capital Northern Trust
RBC Global Management Siguler Guff & Company
TCW Capital Trust TOBAM Core Investments
ULLICO Vanguard
Walter Scott Global Investment Management Washington Capital Management
Wellington Management

Revised 08/2021

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