2023 Form 5500 filing — International Union Of Operating Engineers Local 98 Health And Welfare Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240703074847NAL0008944800001) for International Union Of Operating Engineers Local 98 Health And Welfare Fund, reported by Board Of Trustees Iuoe Local 98 Health & Welfare Fund under EIN 04-2123707 and plan number 501. It reports 800 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703074847NAL0008944800001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iuoe Local 98 Health & Welfare Fund
- EIN
- 04-2123707
- Plan number
- 501
- Location
- Southwick, MA
- Participants
- 800
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,103,623
- Total liabilities (EOY)
- $434,167
- Net assets (EOY)
- $19,669,456
- Employer contributions
- $16,173,554
- Participant contributions
- $112,026
- Total income / additions
- $17,215,614
- Benefits paid
- $14,272,965
- Administrative expenses
- $639,492
- Total expenses
- $14,912,457
- Net increase / (decrease)
- $2,303,157
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schultheis & Panettieri, Llp | AUDITOR | $302,665 | not reported in the loaded dataset |
| Kara Richotte | NONE | $110,843 | not reported in the loaded dataset |
| The Segal Co. (Eastern States), Inc | NONE | $92,909 | not reported in the loaded dataset |
| Ruth-Ann Solek | NONE | $61,765 | not reported in the loaded dataset |
| Blitman & King Llp | ATTORNEY | $59,274 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | COMPUTER CONSULTING | $55,931 | not reported in the loaded dataset |
| Patrica O'Connor | NONE | $54,432 | not reported in the loaded dataset |
| Debra Griffith | NONE | $47,180 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Ma. Inc. | NONE | $45,167 | not reported in the loaded dataset |
| Meketa Investment Group Inc. | NONE | $23,625 | not reported in the loaded dataset |
| Paragus Strategic I.T. Inc. | COMPUTER CONSULTANT | $22,824 | not reported in the loaded dataset |