Employers & Operating Engineers Local 520 Health & Welfare Fund — Form 5500 plan (Employers & Operating Engineers Local 520 Health)
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, Employers & Operating Engineers Local 520 Health & Welfare Fund is a benefit plan reported by Employers & Operating Engineers Local 520 Health under EIN 37-6046408 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,361 participants and $57,047,856 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employers & Operating Engineers Local 520 Health
- EIN
- 37-6046408
- Plan number
- 501
- Plan type
- 1
- Location
- Swansea, IL
- Latest filing year
- 2023
- Participants
- 1,361
- End-of-year plan assets
- $57,047,856
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,361 | H, C | 20241015081801NAL0027814497002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,047,856
- Total liabilities (EOY)
- $16,320,034
- Net assets (EOY)
- $40,727,822
- Net assets (BOY)
- $35,171,777
Income & contributions
- Employer contributions
- $21,257,836
- Participant contributions
- $3,331,542
- Total contributions
- $24,655,201
- Total income / additions
- $27,337,275
Expenses & distributions
- Benefits paid
- $20,553,813
- Administrative expenses
- $1,227,417
- Total expenses
- $21,781,230
- Net increase / (decrease)
- $5,556,045
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health And Life Insurance Com | SHARED ADMINISTRATION | $468,010 | $0 | 2023 |
| Segal Company | ACTUARY AND CONSULTANT | $96,819 | not reported in the loaded dataset | 2023 |
| Rhonda Bauer | EMPLOYEE | $85,205 | not reported in the loaded dataset | 2023 |
| Julie Visintine | EMPLOYEE | $50,166 | not reported in the loaded dataset | 2023 |
| Melissa Bauer | EMPLOYEE | $49,259 | not reported in the loaded dataset | 2023 |
| Laura Sprock | EMPLOYEE | $39,372 | not reported in the loaded dataset | 2023 |
| Commerce Trust Company | INVESTMENT MANAGER | $36,360 | not reported in the loaded dataset | 2023 |
| Jayna King | EMPLOYEE | $30,781 | not reported in the loaded dataset | 2023 |
| Scheffel Boyle | ACCOUNTANT | $29,955 | not reported in the loaded dataset | 2023 |
| Lynn Kaelin | EMPLOYEE | $28,867 | not reported in the loaded dataset | 2023 |
| Systems Design Associates | COMPUTER CONSULTING | $28,603 | not reported in the loaded dataset | 2023 |
| Jodi Diecker | EMPLOYEE | $20,809 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Mgt | INVESTMENT MANAGER | $17,786 | not reported in the loaded dataset | 2023 |
| Hammond & Shinners, P.C. | ATTORNEY | $13,675 | not reported in the loaded dataset | 2023 |
| Amalgamated | MEDICAL CLAIM REVIEW | $7,227 | not reported in the loaded dataset | 2023 |
| Linda Koderhandt | EMPLOYEE | $6,872 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Employers & Operating Engineers Local 520 Health
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Swansea, IL
- Cigna Health And Life Insurance Com — Schedule C compensation
- Segal Company — Schedule C compensation
- Rhonda Bauer — Schedule C compensation
- Julie Visintine — Schedule C compensation
- Melissa Bauer — Schedule C compensation
- Laura Sprock — Schedule C compensation
- Commerce Trust Company — Schedule C compensation
- Jayna King — Schedule C compensation
- Scheffel Boyle — Schedule C compensation
- Lynn Kaelin — Schedule C compensation
- Systems Design Associates — Schedule C compensation
- Jodi Diecker — Schedule C compensation
- Ziegler Capital Mgt — Schedule C compensation
- Hammond & Shinners, P.C. — Schedule C compensation
- Amalgamated — Schedule C compensation
- Linda Koderhandt — Schedule C compensation