2023 Form 5500 filing — International Union Of Operating Engineers Local 324 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 20250709085115NAL0004595697001) for International Union Of Operating Engineers Local 324 Health & Welfare Fund, reported by Board Of Trustees Iuoe Local 324 Health & Welfare Fund under EIN 38-2243531 and plan number 502. It reports 775 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709085115NAL0004595697001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Iuoe Local 324 Health & Welfare Fund
- EIN
- 38-2243531
- Plan number
- 502
- Location
- Troy, MI
- Participants
- 775
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $6,494,171
- Participant contributions
- $35,109
- Total income / additions
- $7,219,676
- Benefits paid
- $3,685,557
- Administrative expenses
- $770,592
- Total expenses
- $4,456,149
- Net increase / (decrease)
- $2,763,527
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE KNOWN | $238,631 | not reported in the loaded dataset |
| Benesys, Inc. | NONE KNOWN | $195,189 | not reported in the loaded dataset |
| Delta Dental Of Michigan | NONE KNOWN | $105,477 | not reported in the loaded dataset |
| Benefits Partner LLC Dba Salus Grp | NONE KNOWN | $53,083 | $11,733 |
| Weisman, Young & Ruemenapp, P.C. | NONE KNOWN | $51,279 | not reported in the loaded dataset |
| Cvs Pharmacy, Inc. | NONE KNOWN | $42,445 | not reported in the loaded dataset |
| Stefansky, Holloway, & Nichols, Inc | NONE KNOWN | $23,396 | not reported in the loaded dataset |
| Fidelity Security Life Insurance Co | NONE KNOWN | $10,974 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE KNOWN | $9,800 | not reported in the loaded dataset |
| Boston Trust Walden Company | NONE KNOWN | $7,932 | $0 |
| American Graphics Printing Co. | NONE KNOWN | $6,816 | not reported in the loaded dataset |
| Nepc, LLC | NONE KNOWN | $6,380 | not reported in the loaded dataset |
| Comerica Bank | NONE KNOWN | $5,028 | not reported in the loaded dataset |