2023 Form 5500 filing — Operating Engineers Local No 37 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 20241010100624NAL0035422112005) for Operating Engineers Local No 37 Health And Welfare Fund, reported by Operating Engineers Local No 37 Health & Welfare Fund under EIN 52-6039006 and plan number 501. It reports 1,361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010100624NAL0035422112005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operating Engineers Local No 37 Health & Welfare Fund
- EIN
- 52-6039006
- Plan number
- 501
- Location
- Baltimore, MD
- Participants
- 1,361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,856,601
- Total liabilities (EOY)
- $2,937,145
- Net assets (EOY)
- $25,919,456
- Employer contributions
- $13,937,888
- Participant contributions
- $913,173
- Total income / additions
- $15,975,057
- Benefits paid
- $16,130,676
- Administrative expenses
- $1,403,235
- Total expenses
- $17,533,911
- Net increase / (decrease)
- -$1,558,854
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Decision Science, Inc | NONE | $995,314 | not reported in the loaded dataset |
| Labor First (Retiree Health) | NONE | $210,194 | not reported in the loaded dataset |
| American Health Holdings, Inc. | NONE | $129,068 | not reported in the loaded dataset |
| Morgan Lewis | NONE | $90,390 | not reported in the loaded dataset |
| Complete Claims Solutions | not reported in the loaded dataset | $78,034 | $0 |
| Carefirst Network Leasing | NONE | $67,073 | not reported in the loaded dataset |
| Bolton Partners, Inc. | NONE | $56,005 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $52,991 | not reported in the loaded dataset |
| Chartwell | NONE | $52,080 | not reported in the loaded dataset |
| Telemedicine Management | NONE | $39,801 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $32,520 | not reported in the loaded dataset |
| Cigna Dental Health | NONE | $18,607 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $15,500 | not reported in the loaded dataset |
| American Healthcare Alliance | NONE | $12,163 | not reported in the loaded dataset |
| Intercontinental Re Fund | NONE | $11,987 | not reported in the loaded dataset |
| Doyle Printing | NONE | $9,303 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $6,868 | $0 |