Operating Engineers Local 148 Health And Welfare Trust — Form 5500 plan (Trustees Of Operating Engineers Local 148 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, Operating Engineers Local 148 Health And Welfare Trust is a benefit plan reported by Trustees Of Operating Engineers Local 148 Health under EIN 43-6058032 and plan number 501. The latest loaded filing year is 2023. The filing reports 120 participants and $5,604,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Operating Engineers Local 148 Health
- EIN
- 43-6058032
- Plan number
- 501
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $5,604,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20241014112932NAL0027151825003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,604,661
- Total liabilities (EOY)
- $187,600
- Net assets (EOY)
- $5,417,061
- Net assets (BOY)
- $4,492,719
Income & contributions
- Employer contributions
- $2,765,517
- Participant contributions
- $6,840
- Total contributions
- $2,772,357
- Total income / additions
- $3,290,216
Expenses & distributions
- Benefits paid
- $2,047,628
- Administrative expenses
- $318,246
- Total expenses
- $2,365,874
- Net increase / (decrease)
- $924,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Optum Rx Inc. | NONE | $531,262 | $2,036 | 2023 |
| Operating Engineers Local 148 | UNION HALL | $123,638 | not reported in the loaded dataset | 2023 |
| Operating Engineers Local 148 | NONE | $51,013 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $35,998 | not reported in the loaded dataset | 2023 |
| Burr Oak Consulting LLC | NONE | $29,400 | not reported in the loaded dataset | 2023 |
| Hammond And Shinners, Pc | NONE | $21,240 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $11,853 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Operating Engineers Local 148 Health
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Optum Rx Inc. — Schedule C compensation
- Operating Engineers Local 148 — Schedule C compensation
- Anders Minkler Huber Helm Llp — Schedule C compensation
- Burr Oak Consulting LLC — Schedule C compensation
- Hammond And Shinners, Pc — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation