2023 Form 5500 filing — Operating Engineers Local 835 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 20241015144455NAL0016658563001) for Operating Engineers Local 835 Welfare Fund, reported by Operating Engineers Local 835 Welfare Fund under EIN 23-2079619 and plan number 501. It reports 1,350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144455NAL0016658563001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operating Engineers Local 835 Welfare Fund
- EIN
- 23-2079619
- Plan number
- 501
- Location
- Wayne, PA
- Participants
- 1,350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,652,647
- Total liabilities (EOY)
- $334,362
- Net assets (EOY)
- $9,318,285
- Employer contributions
- $7,592,653
- Participant contributions
- $36,853
- Total income / additions
- $8,180,433
- Benefits paid
- $5,552,488
- Administrative expenses
- $67,387
- Total expenses
- $5,619,875
- Net increase / (decrease)
- $2,560,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthony Pontarelli Cpa, LLC | NONE | $7,000 | not reported in the loaded dataset |
| Spear Wilderman | NONE | $5,000 | not reported in the loaded dataset |