2023 Form 5500 filing — Operating Engineers Public And Miscellaneous Employees Health And 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 20241015203550NAL0015380611005) for Operating Engineers Public And Miscellaneous Employees Health And Welfare Trust Fund, reported by Operating Engineers Public And Misc Employees Health & Welfare Trust F under EIN 94-2567865 and plan number 501. It reports 1,063 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015203550NAL0015380611005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operating Engineers Public And Misc Employees Health & Welfare Trust F
- EIN
- 94-2567865
- Plan number
- 501
- Location
- Alameda, CA
- Participants
- 1,063
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,450,253
- Total liabilities (EOY)
- $6,276,466
- Net assets (EOY)
- $17,173,787
- Employer contributions
- $17,123,705
- Participant contributions
- $710,639
- Total income / additions
- $18,560,245
- Benefits paid
- $15,443,798
- Administrative expenses
- $1,539,107
- Total expenses
- $16,982,905
- Net increase / (decrease)
- $1,577,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $360,691 | not reported in the loaded dataset |
| Anthem - Prudent Buyer | NONE | $167,712 | not reported in the loaded dataset |
| Segal Company | NONE | $119,596 | $37,187 |
| Mike Mccall | EMPLOYEE | $148,286 | not reported in the loaded dataset |
| Zelis | NONE | $103,183 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $80,225 | not reported in the loaded dataset |
| Delta Dental Of California | NONE | $69,249 | not reported in the loaded dataset |
| Boehm And Associates | NONE | $21,847 | $22,851 |
| Weinberg, Roger & Rosenfeld | NONE | $43,708 | not reported in the loaded dataset |
| Eide Bailly, Llp | NONE | $36,000 | not reported in the loaded dataset |
| Optum Rx | PHARMACY BENEFIT MGMT. | $29,170 | $0 |
| Anthem Blue Cross Of Ca | NONE | $25,602 | not reported in the loaded dataset |
| Denver Management Advisors Inc | NONE | $22,000 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $16,657 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $15,000 | $0 |
| Vision Service Plan | NONE | $14,181 | not reported in the loaded dataset |
| Income Research & Management | NONE | $11,404 | not reported in the loaded dataset |
| Operating Engineers Local 3 | PARTY IN INTEREST | $9,858 | not reported in the loaded dataset |
| Austris Rungis | TRUSTEE | $8,339 | not reported in the loaded dataset |
| Tim Neep | TRUSTEE | $6,058 | not reported in the loaded dataset |
| Stephen Horn Insurance | NONE | $0 | $5,859 |