Operating Engineers Local 965 Health Benefit Plan — Form 5500 plan (Board Of Trustees Of Operating Engineers Local 965 Health Benefit Plan)
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 965 Health Benefit Plan is a benefit plan reported by Board Of Trustees Of Operating Engineers Local 965 Health Benefit Plan under EIN 36-6121856 and plan number 501. The latest loaded filing year is 2023. The filing reports 916 participants and $33,278,209 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Operating Engineers Local 965 Health Benefit Plan
- EIN
- 36-6121856
- Plan number
- 501
- Plan type
- 1
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 916
- End-of-year plan assets
- $33,278,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 916 | H, C | 20250812160036NAL0004411443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,278,209
- Total liabilities (EOY)
- $2,039,619
- Net assets (EOY)
- $31,238,590
- Net assets (BOY)
- $23,104,544
Income & contributions
- Employer contributions
- $15,726,047
- Participant contributions
- $1,650,701
- Total contributions
- $17,376,748
- Total income / additions
- $22,166,893
Expenses & distributions
- Benefits paid
- $13,360,972
- Administrative expenses
- $671,875
- Total expenses
- $14,032,847
- Net increase / (decrease)
- $8,134,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Management Group, Inc | NONE | $255,000 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $110,121 | $0 | 2023 |
| Inetico, LLC Dba Valenz Care | NONE | $110,095 | not reported in the loaded dataset | 2023 |
| Kerber, Eck & Braeckel Llp | NONE | $65,735 | not reported in the loaded dataset | 2023 |
| Cavanagh & O'Hara | NONE | $60,831 | not reported in the loaded dataset | 2023 |
| Labor First, LLC | NONE | $55,646 | not reported in the loaded dataset | 2023 |
| Tfbc, LLC | NONE | $40,500 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $24,860 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $8,760 | $0 | 2023 |
| Jp Morgan Chase | NONE | $6,527 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Operating Engineers Local 965 Health Benefit Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Springfield, IL
- Benefits Management Group, Inc — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Inetico, LLC Dba Valenz Care — Schedule C compensation
- Kerber, Eck & Braeckel Llp — Schedule C compensation
- Cavanagh & O'Hara — Schedule C compensation
- Labor First, LLC — Schedule C compensation
- Tfbc, LLC — Schedule C compensation
- Foster & Foster — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Jp Morgan Chase — Schedule C compensation