2023 Form 5500 filing — Operating Engineers Trust Fund Of Washington D.C. And Vicinity
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 20241014141209NAL0044823984003) for Operating Engineers Trust Fund Of Washington D.C. And Vicinity, reported by Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin under EIN 52-6038508 and plan number 501. It reports 1,582 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141209NAL0044823984003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin
- EIN
- 52-6038508
- Plan number
- 501
- Location
- Sparks, MD
- Participants
- 1,582
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,376,019
- Total liabilities (EOY)
- $817,600
- Net assets (EOY)
- $39,558,419
- Employer contributions
- $16,669,193
- Participant contributions
- $811,480
- Total income / additions
- $19,628,201
- Benefits paid
- $15,072,902
- Administrative expenses
- $1,385,599
- Total expenses
- $16,458,501
- Net increase / (decrease)
- $3,169,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Administrators, Inc | NONE | $516,764 | not reported in the loaded dataset |
| Conifer Value Based Care | NONE | $240,369 | not reported in the loaded dataset |
| Carefirst | NONE | $166,927 | not reported in the loaded dataset |
| Delta Dental Of Pennsylvania | NONE | $65,029 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $59,045 | not reported in the loaded dataset |
| Wedge Capital Mgmt | NONE | $48,578 | $0 |
| Ncas | NONE | $43,533 | not reported in the loaded dataset |
| Mcchesney & Dale, P.C. | NONE | $41,839 | not reported in the loaded dataset |
| Telemedicine Management Inc | NONE | $41,313 | not reported in the loaded dataset |
| American Core Realty | NONE | $37,802 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $33,285 | not reported in the loaded dataset |
| Part D Advisors, Inc. | NONE | $28,403 | not reported in the loaded dataset |
| Bolton Partners | NONE | $25,200 | not reported in the loaded dataset |
| Investment Performance Service | NONE | $17,322 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $14,665 | not reported in the loaded dataset |
| Doyle Printing & Offset Company | NONE | $9,461 | not reported in the loaded dataset |
| Cvs | NONE | $9,354 | not reported in the loaded dataset |