2023 Form 5500 filing — Operating Engineers Local #234 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 20250213143454NAL0012624451001) for Operating Engineers Local #234 Health And Welfare Trust Fund, reported by Operating Engineers Local #234 Health And Welfare Trust Fund under EIN 51-0141783 and plan number 501. It reports 2,112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213143454NAL0012624451001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operating Engineers Local #234 Health And Welfare Trust Fund
- EIN
- 51-0141783
- Plan number
- 501
- Location
- Des Moines, IA
- Participants
- 2,112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,278,227
- Total liabilities (EOY)
- $23,320,008
- Net assets (EOY)
- $40,958,219
- Employer contributions
- $23,589,893
- Participant contributions
- $1,656,206
- Total income / additions
- $28,971,209
- Benefits paid
- $25,705,016
- Administrative expenses
- $1,903,623
- Total expenses
- $27,608,639
- Net increase / (decrease)
- $1,362,570
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellmark, Inc. | NONE | $995,261 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $375,179 | not reported in the loaded dataset |
| Employee Fringes Audit Company | NONE | $193,100 | not reported in the loaded dataset |
| Dickinson, Mackaman, Tyler & Hagen | NONE | $121,527 | not reported in the loaded dataset |
| The Segal Company | NONE | $63,970 | not reported in the loaded dataset |
| Fiducient | NONE | $62,330 | not reported in the loaded dataset |
| Uhy, Llp | NONE | $35,750 | not reported in the loaded dataset |
| Community State Bank | NONE | $21,850 | not reported in the loaded dataset |