2023 Form 5500 filing — Operating Engineers Health And 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 20250408202507NAL0018764497001) for Operating Engineers Health And Welfare Fund, reported by Board Of Trustees, Operating Engineers Health And under EIN 95-6034886 and plan number 501. It reports 16,642 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408202507NAL0018764497001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Operating Engineers Health And
- EIN
- 95-6034886
- Plan number
- 501
- Location
- Pasadena, CA
- Participants
- 16,642
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,480,917
- Total liabilities (EOY)
- $200,357,179
- Net assets (EOY)
- -$52,876,262
- Employer contributions
- $288,010,356
- Participant contributions
- $20,210,345
- Total income / additions
- $317,007,287
- Benefits paid
- $321,861,252
- Administrative expenses
- $16,004,689
- Total expenses
- $337,865,941
- Net increase / (decrease)
- -$20,858,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Operating Engineers Funds, Inc. | ADMIN. REIMB. | $14,124,347 | not reported in the loaded dataset |
| Anthem Blue Cross Life & Health Ins | NONE | $2,740,591 | not reported in the loaded dataset |
| Laquer Urban Clifford & Hodge Llp | NONE | $528,176 | not reported in the loaded dataset |
| National Investment Services | NONE | $424,016 | not reported in the loaded dataset |
| Carelon Behavioral Health, Inc. | NONE | $231,151 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $191,229 | not reported in the loaded dataset |
| The Segal Company (West St), Inc. | NONE | $174,598 | not reported in the loaded dataset |
| Health Management Systems | NONE | $157,339 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $148,575 | not reported in the loaded dataset |
| Rael & Letson | NONE | $96,036 | not reported in the loaded dataset |
| Jack V. Tunzi Dds Inc | NONE | $67,910 | not reported in the loaded dataset |
| Wells Fargo Bank | NONE | $62,684 | not reported in the loaded dataset |
| Edi Health Group | NONE | $59,624 | not reported in the loaded dataset |
| Law Office Of Carroll & Scully Inc | NONE | $56,793 | not reported in the loaded dataset |
| Accretive Global Ins Svcs Dba Part | NONE | $52,554 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $18,025 | not reported in the loaded dataset |
| Hutchinson And Bloodgood Llp | NONE | $13,705 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $13,157 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $5,069 | $0 |