2023 Form 5500 filing — Pensioned Operating Engineers Health And Welfare Trust 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 20241009200927NAL0009515827001) for Pensioned Operating Engineers Health And Welfare Trust Fund, reported by Board Of Trustees, Pensioned Operating Engineers under EIN 94-6096327 and plan number 501. It reports 9,075 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009200927NAL0009515827001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Pensioned Operating Engineers
- EIN
- 94-6096327
- Plan number
- 501
- Location
- Alameda, CA
- Participants
- 9,075
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $283,590,262
- Total liabilities (EOY)
- $11,674,974
- Net assets (EOY)
- $271,915,288
- Employer contributions
- $82,351,323
- Participant contributions
- $34,816,640
- Total income / additions
- $133,407,902
- Benefits paid
- $105,351,325
- Administrative expenses
- $8,788,653
- Total expenses
- $114,139,978
- Net increase / (decrease)
- $19,267,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $3,289,065 | not reported in the loaded dataset |
| Anthem Blue Cross Life And Health | NONE | $1,580,475 | not reported in the loaded dataset |
| Multi-Plan Services Agency Inc. | NONE | $838,525 | not reported in the loaded dataset |
| Part D Advisors | NONE | $571,115 | not reported in the loaded dataset |
| Optumrx, Inc. | NONE | $413,789 | not reported in the loaded dataset |
| Boehm & Associates | NONE | $0 | $254,603 |
| Chartwell Investment Partners | NONE | $220,505 | not reported in the loaded dataset |
| The Segal Company | NONE | $200,651 | not reported in the loaded dataset |
| Assistance Recovery Program | NONE | $121,595 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE | $109,144 | not reported in the loaded dataset |
| Mailrite Print & Mail, Inc. | NONE | $77,769 | not reported in the loaded dataset |
| Income Research & Management | NONE | $58,060 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $57,250 | not reported in the loaded dataset |
| Saltzman & Johnson Law Corporation | NONE | $48,229 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $45,233 | $0 |
| Amalgamated Bank | NONE | $23,878 | $3,222 |
| Stephen Horn Insurance Svcs | NONE | $0 | $8,874 |