2023 Form 5500 filing — Operating Engineers Local Union No. 147 Health 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 20250515131508NAL0044634674002) for Operating Engineers Local Union No. 147 Health Fund, reported by Bd Of Trustees-Operating Engineers Local Union No. 147 Health Fund under EIN 54-6079967 and plan number 501. It reports 622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515131508NAL0044634674002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees-Operating Engineers Local Union No. 147 Health Fund
- EIN
- 54-6079967
- Plan number
- 501
- Location
- Norfolk, VA
- Participants
- 622
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,545,610
- Total liabilities (EOY)
- $1,278,518
- Net assets (EOY)
- $9,267,092
- Employer contributions
- $8,661,400
- Participant contributions
- $314,740
- Total income / additions
- $10,379,013
- Benefits paid
- $8,290,897
- Administrative expenses
- $601,048
- Total expenses
- $8,891,945
- Net increase / (decrease)
- $1,487,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem | NONE | $351,393 | $0 |
| Southern Benefit Administrators | NONE | $153,943 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $15,925 | not reported in the loaded dataset |
| Richmond Capital Management | NONE | $15,697 | not reported in the loaded dataset |
| Regions Bank | NONE | $7,090 | not reported in the loaded dataset |