2023 Form 5500 filing — Agc - International Union Of Operating Engineers Local 701 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 20241015183008NAL0030632465002) for Agc - International Union Of Operating Engineers Local 701 Health & Welfare Trust Fund, reported by Board Of Trustees, Agc-Iuoe Local 701 Health & Welfare Trust Fund under EIN 93-6022485 and plan number 501. It reports 2,249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183008NAL0030632465002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Agc-Iuoe Local 701 Health & Welfare Trust Fund
- EIN
- 93-6022485
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 2,249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,671,413
- Total liabilities (EOY)
- $12,268,322
- Net assets (EOY)
- $66,403,091
- Employer contributions
- $33,150,315
- Participant contributions
- $107,294
- Total income / additions
- $37,057,972
- Benefits paid
- $32,686,880
- Administrative expenses
- $2,144,469
- Total expenses
- $34,831,349
- Net increase / (decrease)
- $2,226,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin Services | THIRD PARTY ADMIN | $907,972 | not reported in the loaded dataset |
| Premera | CLAIMS PROCESSING | $606,226 | not reported in the loaded dataset |
| Brwn& Brwn Of Wa Dba Dimartino Assc | PLAN CONSULTANT | $120,000 | not reported in the loaded dataset |
| Quest Investments Mgmt Inc | INVESTMENT MANAGER | $87,920 | not reported in the loaded dataset |
| Agc-Iuoe Local 701 Training Trust | PAYROLL AUDIT/DELINQUENCY | $75,671 | not reported in the loaded dataset |
| Medical Rehabilitation Consultants | CASE MANAGEMENT | $52,734 | not reported in the loaded dataset |
| Barlow Coughran Morles & Josphson | LEGAL COUNSEL | $47,303 | not reported in the loaded dataset |
| Vision Service Plan | CLAIMS ADMINISTRATOR | $31,532 | not reported in the loaded dataset |
| Bjorklund & Montplaisir | AUDITOR | $18,180 | not reported in the loaded dataset |
| Bank Of America | BANKING SERVICES | $12,888 | not reported in the loaded dataset |
| Change Healthcare | CLAIMS SERVICES | $12,112 | not reported in the loaded dataset |
| Penn Capital Management | INVESTMENT MANAGER | $7,709 | not reported in the loaded dataset |
| New England Pension Consultants | INVESTMENT MONITOR | $7,546 | not reported in the loaded dataset |
| Amalgamated Bank | INVESTMENT CUSTODIAN | $6,000 | not reported in the loaded dataset |