Operating Engineers Local 101 Health And Welfare Plan — Form 5500 plan (Board Of Trustees Of Operating Engineers Local 101 Health And 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 101 Health And Welfare Plan is a benefit plan reported by Board Of Trustees Of Operating Engineers Local 101 Health And Welfare under EIN 44-0663379 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,344 participants and $77,460,004 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Operating Engineers Local 101 Health And Welfare
EIN
44-0663379
Plan number
501
Plan type
1
Location
Kansas City, MO
Latest filing year
2023
Participants
4,344
End-of-year plan assets
$77,460,004

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,344H, C20250310143226NAL0008463139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,460,004
Total liabilities (EOY)
$6,050,234
Net assets (EOY)
$71,409,770
Net assets (BOY)
$54,741,634

Income & contributions

Employer contributions
$58,957,934
Participant contributions
$5,494,479
Total contributions
$64,452,413
Total income / additions
$69,307,913

Expenses & distributions

Benefits paid
$48,291,695
Administrative expenses
$4,348,082
Total expenses
$52,639,777
Net increase / (decrease)
$16,668,136

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Marathon HealthNONE$1,437,252not reported in the loaded dataset2023
Blue Cross Blue ShieldNONE$1,114,082not reported in the loaded dataset2023
Umr IncNONE$488,449$17,8862023
Compusys Inc. Of UtahNONE$418,763not reported in the loaded dataset2023
Labor First LLCNONE$0$249,6572023
Blake & UhligNONE$200,791not reported in the loaded dataset2023
Zenith American Solutions, IncNONE$154,631not reported in the loaded dataset2023
Delta Dental Of MissouriNONE$149,267not reported in the loaded dataset2023
CliftonlarsonallenNONE$86,160not reported in the loaded dataset2023
United Actuarial Services IncNONE$64,187not reported in the loaded dataset2023
United Healthcare Insurance CompanyNONE$57,817not reported in the loaded dataset2023
RedstoneNONE$43,178not reported in the loaded dataset2023
The Bank Of New York MellonNONE$42,367$02023
Staywell CompanyNONE$24,645not reported in the loaded dataset2023
Blackrock Institutional Trust CoNONE$10,981$02023
Parametric Portfolio AssociatesNONE$9,485not reported in the loaded dataset2023
UspsNONE$6,000not reported in the loaded dataset2023

Related Form 5500 pages