2023 Form 5500 filing — Operating Engineers Local Union No. 3 Vacation, Holiday And Sick Pay 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 20241009222509NAL0020052257001) for Operating Engineers Local Union No. 3 Vacation, Holiday And Sick Pay Trust Fund, reported by Board Of Trustees, Oe3 Vacation, Holiday And Sick Pay under EIN 81-6631261 and plan number 501. It reports 15,202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009222509NAL0020052257001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Oe3 Vacation, Holiday And Sick Pay
- EIN
- 81-6631261
- Plan number
- 501
- Location
- Alameda, CA
- Participants
- 15,202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,865,912
- Total liabilities (EOY)
- $29,013,717
- Net assets (EOY)
- $2,852,195
- Employer contributions
- $168,123,337
- Total income / additions
- $168,407,792
- Benefits paid
- $167,273,489
- Administrative expenses
- $1,293,361
- Total expenses
- $168,566,850
- Net increase / (decrease)
- -$159,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Multi-Plan Services Agency Inc. | NONE | $801,993 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $397,654 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $41,100 | not reported in the loaded dataset |
| Saltzman & Johnson | NONE | $16,776 | not reported in the loaded dataset |
| Mailrite Print & Mail, Inc. | NONE | $9,243 | not reported in the loaded dataset |