2023 Form 5500 filing — Operating Engineers Local 965 Health Benefit Plan
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 20250812160036NAL0004411443001) for Operating Engineers Local 965 Health Benefit Plan, reported by Board Of Trustees Of Operating Engineers Local 965 Health Benefit Plan under EIN 36-6121856 and plan number 501. It reports 916 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812160036NAL0004411443001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Operating Engineers Local 965 Health Benefit Plan
- EIN
- 36-6121856
- Plan number
- 501
- Location
- Springfield, IL
- Participants
- 916
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,278,209
- Total liabilities (EOY)
- $2,039,619
- Net assets (EOY)
- $31,238,590
- Employer contributions
- $15,726,047
- Participant contributions
- $1,650,701
- Total income / additions
- $22,166,893
- Benefits paid
- $13,360,972
- Administrative expenses
- $671,875
- Total expenses
- $14,032,847
- Net increase / (decrease)
- $8,134,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Management Group, Inc | NONE | $255,000 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $110,121 | $0 |
| Inetico, LLC Dba Valenz Care | NONE | $110,095 | not reported in the loaded dataset |
| Kerber, Eck & Braeckel Llp | NONE | $65,735 | not reported in the loaded dataset |
| Cavanagh & O'Hara | NONE | $60,831 | not reported in the loaded dataset |
| Labor First, LLC | NONE | $55,646 | not reported in the loaded dataset |
| Tfbc, LLC | NONE | $40,500 | not reported in the loaded dataset |
| Foster & Foster | NONE | $24,860 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $8,760 | $0 |
| Jp Morgan Chase | NONE | $6,527 | $0 |