Operating Engineers Local 112 Health & Welfare Trust — Form 5500 plan (Trustees Of Operating Engineers Local 112 Health & Welfare Trust)
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 112 Health & Welfare Trust is a benefit plan reported by Trustees Of Operating Engineers Local 112 Health & Welfare Trust under EIN 26-1382332 and plan number 501. The latest loaded filing year is 2023. The filing reports 525 participants and $58,207,770 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Operating Engineers Local 112 Health & Welfare Trust
- EIN
- 26-1382332
- Plan number
- 501
- Plan type
- 1
- Location
- Anderson, IN
- Latest filing year
- 2023
- Participants
- 525
- End-of-year plan assets
- $58,207,770
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 525 | H, C | 20250401120746NAL0003993923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,207,770
- Total liabilities (EOY)
- $861,078
- Net assets (EOY)
- $57,346,692
- Net assets (BOY)
- $53,007,236
Income & contributions
- Employer contributions
- $9,007,552
- Total contributions
- $9,007,552
- Total income / additions
- $13,559,367
Expenses & distributions
- Benefits paid
- $8,197,456
- Administrative expenses
- $1,022,455
- Total expenses
- $9,219,911
- Net increase / (decrease)
- $4,339,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare Services, Inc. | NONE | $418,185 | not reported in the loaded dataset | 2023 |
| Iuoe Local 112 | PARTICIPATING EMPLOYER | $245,202 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $74,332 | not reported in the loaded dataset | 2023 |
| Burr Oak Consulting | NONE | $62,802 | not reported in the loaded dataset | 2023 |
| The Guardian Life Insurance Company | NONE | $51,060 | not reported in the loaded dataset | 2023 |
| Johnson Investment Counsel, Inc. | NONE | $40,899 | not reported in the loaded dataset | 2023 |
| Seix Investment Advisors | NONE | $26,138 | not reported in the loaded dataset | 2023 |
| Netfidelis, Inc. | NONE | $18,190 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services, LLC | NONE | $17,750 | not reported in the loaded dataset | 2023 |
| Hammond & Shinners Pc | NONE | $15,469 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $12,010 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $9,545 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Operating Engineers Local 112 Health & Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Anderson, IN
- United Healthcare Services, Inc. — Schedule C compensation
- Iuoe Local 112 — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Burr Oak Consulting — Schedule C compensation
- The Guardian Life Insurance Company — Schedule C compensation
- Johnson Investment Counsel, Inc. — Schedule C compensation
- Seix Investment Advisors — Schedule C compensation
- Netfidelis, Inc. — Schedule C compensation
- Investment Consulting Services, LLC — Schedule C compensation
- Hammond & Shinners Pc — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Milliman — Schedule C compensation