Operating Engineers Local 312 Health & Welfare — Form 5500 plan (Operating Engineers Local 312 Health & Welfare)
Plain-English plan 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, Operating Engineers Local 312 Health & Welfare is a benefit plan reported by Operating Engineers Local 312 Health & Welfare under EIN 23-7102671 and plan number 501. The latest loaded filing year is 2023. The filing reports 342 participants and $19,967,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operating Engineers Local 312 Health & Welfare
- EIN
- 23-7102671
- Plan number
- 501
- Plan type
- 1
- Location
- Tucker, GA
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $19,967,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20250220111607NAL0004162083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,967,879
- Total liabilities (EOY)
- $3,926,411
- Net assets (EOY)
- $16,041,468
- Net assets (BOY)
- $16,442,170
Income & contributions
- Employer contributions
- $3,557,360
- Participant contributions
- $195,244
- Total contributions
- $3,752,604
- Total income / additions
- $5,312,195
Expenses & distributions
- Benefits paid
- $5,471,987
- Administrative expenses
- $240,910
- Total expenses
- $5,712,897
- Net increase / (decrease)
- -$400,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Alabama | INSURANCE PROVIDER | $266,237 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | CONTRACT ADMINISTRATOR | $93,834 | not reported in the loaded dataset | 2023 |
| Highland Capital Management | INVESTMENT MANAGER | $44,524 | not reported in the loaded dataset | 2023 |
| Bha Consulting LLC | CONSULTING | $22,985 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services LLC | INVESTMENT ADVISORY | $15,000 | not reported in the loaded dataset | 2023 |
| Steven D. Eisenberg Cpa, Pa | AUDITOR | $13,126 | not reported in the loaded dataset | 2023 |
| Quinn, Conner, Weaver Davies Rucco | ATTORNEY | $6,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operating Engineers Local 312 Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Tucker, GA
- Blue Cross Blue Shield Of Alabama — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Highland Capital Management — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- Steven D. Eisenberg Cpa, Pa — Schedule C compensation
- Quinn, Conner, Weaver Davies Rucco — Schedule C compensation