2023 Form 5500 filing — Operating Engineers Health & Welfare Trust Fund For Colorado
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 20251022105922NAL0004890738001) for Operating Engineers Health & Welfare Trust Fund For Colorado, reported by Trustees-Operating Engineers Health And Welfare Trust Fund For Colorad under EIN 23-7036156 and plan number 502. It reports 1,299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251022105922NAL0004890738001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees-Operating Engineers Health And Welfare Trust Fund For Colorad
- EIN
- 23-7036156
- Plan number
- 502
- Location
- Arvada, CO
- Participants
- 1,299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,919,306
- Total liabilities (EOY)
- $14,959,031
- Net assets (EOY)
- $8,960,275
- Employer contributions
- $21,094,488
- Participant contributions
- $36,073
- Total income / additions
- $23,674,613
- Benefits paid
- $23,830,294
- Administrative expenses
- $1,557,405
- Total expenses
- $25,387,699
- Net increase / (decrease)
- -$1,713,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $562,914 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Com | NONE | $426,867 | $0 |
| The Segal Company | NONE | $81,100 | not reported in the loaded dataset |
| Us Bank | NONE | $72,828 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE | $66,347 | not reported in the loaded dataset |
| Spencer Fane Llp | NONE | $49,047 | not reported in the loaded dataset |
| Needles & Associates, LLC | NONE | $41,179 | not reported in the loaded dataset |
| Optum Rx | NONE | $16,628 | $5,876 |
| Vsp | NONE | $16,562 | not reported in the loaded dataset |