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Operating Engineers Local 501 Individual Account Plan and Security Trust Fund
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Annuity Document
Annuity Recent Mailings
Annuity Recent Mailings
Mailed 06/18/2025 Account Plan Changes
Mailed 10/17/2024 Summary Annual Report PYE 2023
Mailed 09/26/2023 End of COVID-19 National Emergency
Annuity Forms
Annuity Forms
Annuity Fund Application
Annuity Beneficiary Form
Annuity Amendments and Summary of Material Modifications
Annuity Amendments and Summary of Material Modifications
L7 DC - Amendment No. 1 to the SPD
L7 DC - Amendment No. 2 to the SPD
L7 DC - Amendment No. 3 to the SPD
L7 DC - Amendment No. 4 to the SPD
L7 DC - Amendment No. 5 to the SPD
Annuity Documents and Summary Plan Description
Annuity Documents and Summary Plan Description
Summary Plan Description June 7, 2018
Plan Document - January 1, 2017
Form 5500 PYE 12-31-23