2023 Form 5500 filing — Operating Engineers Local 148 Health And Welfare Trust
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 20241014112932NAL0027151825003) for Operating Engineers Local 148 Health And Welfare Trust, reported by Trustees Of Operating Engineers Local 148 Health under EIN 43-6058032 and plan number 501. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112932NAL0027151825003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Operating Engineers Local 148 Health
- EIN
- 43-6058032
- Plan number
- 501
- Location
- St. Louis, MO
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,604,661
- Total liabilities (EOY)
- $187,600
- Net assets (EOY)
- $5,417,061
- Employer contributions
- $2,765,517
- Participant contributions
- $6,840
- Total income / additions
- $3,290,216
- Benefits paid
- $2,047,628
- Administrative expenses
- $318,246
- Total expenses
- $2,365,874
- Net increase / (decrease)
- $924,342
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Optum Rx Inc. | NONE | $531,262 | $2,036 |
| Operating Engineers Local 148 | UNION HALL | $123,638 | not reported in the loaded dataset |
| Operating Engineers Local 148 | NONE | $51,013 | not reported in the loaded dataset |
| Anders Minkler Huber Helm Llp | NONE | $35,998 | not reported in the loaded dataset |
| Burr Oak Consulting LLC | NONE | $29,400 | not reported in the loaded dataset |
| Hammond And Shinners, Pc | NONE | $21,240 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $11,853 | not reported in the loaded dataset |