2023 Form 5500 filing — Laborers & Operating Engineers Utility Agreement Health & Welfare 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 20241015152026NAL0030142769001) for Laborers & Operating Engineers Utility Agreement Health & Welfare Trust Fund, reported by Board Of Trustees Laborers And Op Engineers Agreement H&W Trust Fund under EIN 86-0576428 and plan number 501. It reports 911 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152026NAL0030142769001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Laborers And Op Engineers Agreement H&W Trust Fund
- EIN
- 86-0576428
- Plan number
- 501
- Location
- Phoenix, AZ
- Participants
- 911
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,817,668
- Total liabilities (EOY)
- $2,425,985
- Net assets (EOY)
- $5,391,683
- Employer contributions
- $5,566,360
- Participant contributions
- $9,561
- Total income / additions
- $5,870,170
- Benefits paid
- $4,062,226
- Administrative expenses
- $352,760
- Total expenses
- $4,414,986
- Net increase / (decrease)
- $1,455,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health & Life | NONE | $275,671 | $0 |
| Southwest Service Admin | NONE | $169,281 | not reported in the loaded dataset |
| The Segal Company | NONE | $98,181 | not reported in the loaded dataset |
| Segal Select Insurance Brokerage | NONE | $18,831 | not reported in the loaded dataset |
| Weinberg Roger & Rosenfeld | NONE | $18,000 | not reported in the loaded dataset |
| J & R Graphics | NONE | $11,725 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE | $8,500 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $8,404 | not reported in the loaded dataset |
| Letterstream | NONE | $6,230 | not reported in the loaded dataset |