2023 Form 5500 filing — Operating Engineers Local 474 Health & 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 20250413174507NAL0000346883001) for Operating Engineers Local 474 Health & Welfare Fund, reported by Operating Engineers Local 474 Health & Welfare Fund under EIN 58-6066594 and plan number 501. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250413174507NAL0000346883001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operating Engineers Local 474 Health & Welfare Fund
- EIN
- 58-6066594
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,424,955
- Total liabilities (EOY)
- $510,703
- Net assets (EOY)
- $11,914,252
- Employer contributions
- $3,391,147
- Participant contributions
- $42,120
- Total income / additions
- $4,149,009
- Benefits paid
- $4,063,074
- Administrative expenses
- $305,337
- Total expenses
- $4,368,411
- Net increase / (decrease)
- -$219,402
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $124,000 | not reported in the loaded dataset |
| Anthem Bluecross Blueshield Of Ga | NONE | $113,728 | not reported in the loaded dataset |
| National Investment Services | NONE | $18,286 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $11,150 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $10,000 | not reported in the loaded dataset |
| Stranch, Jennings & Garvey Pllc | NONE | $1,730 | not reported in the loaded dataset |
| Mutual Fund | NONE | $0 | $0 |