Contractors Laborers Teamsters & Engineers Health & Welfare Plan — Form 5500 plan (Contractors, Laborers, Teamsters,& Engineers Health & Welfare 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, Contractors Laborers Teamsters & Engineers Health & Welfare Plan is a benefit plan reported by Contractors, Laborers, Teamsters,& Engineers Health & Welfare Plan under EIN 47-0469477 and plan number 501. The latest loaded filing year is 2023. The filing reports 773 participants and $7,814,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Contractors, Laborers, Teamsters,& Engineers Health & Welfare Plan
- EIN
- 47-0469477
- Plan number
- 501
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 773
- End-of-year plan assets
- $7,814,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 773 | H, C | 20240819163006NAL0001672561002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,814,273
- Total liabilities (EOY)
- $1,756,478
- Net assets (EOY)
- $6,057,795
- Net assets (BOY)
- $8,292,893
Income & contributions
- Employer contributions
- $11,010,263
- Participant contributions
- $168,930
- Total contributions
- $11,179,193
- Total income / additions
- $11,913,063
Expenses & distributions
- Benefits paid
- $13,667,951
- Administrative expenses
- $480,210
- Total expenses
- $14,148,161
- Net increase / (decrease)
- -$2,235,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Nebraska | not reported in the loaded dataset | $413,122 | $0 | 2023 |
| Hub International | not reported in the loaded dataset | $40,175 | $31,321 | 2023 |
| Larry Murray | not reported in the loaded dataset | $67,642 | not reported in the loaded dataset | 2023 |
| Bridgeway | not reported in the loaded dataset | $46,875 | not reported in the loaded dataset | 2023 |
| Pat Elliott | not reported in the loaded dataset | $40,089 | not reported in the loaded dataset | 2023 |
| Chris Clawson | not reported in the loaded dataset | $30,772 | not reported in the loaded dataset | 2023 |
| Lisa Novak | not reported in the loaded dataset | $30,729 | not reported in the loaded dataset | 2023 |
| Sydney Barton | not reported in the loaded dataset | $30,260 | not reported in the loaded dataset | 2023 |
| Irene Marquez | not reported in the loaded dataset | $29,398 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $29,298 | not reported in the loaded dataset | 2023 |
| Young & White | not reported in the loaded dataset | $9,425 | not reported in the loaded dataset | 2023 |
| Milliman Usa | not reported in the loaded dataset | $7,877 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | not reported in the loaded dataset | $4,118 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Contractors, Laborers, Teamsters,& Engineers Health & Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Blue Cross Blue Shield Of Nebraska — Schedule C compensation
- Hub International — Schedule C compensation
- Larry Murray — Schedule C compensation
- Bridgeway — Schedule C compensation
- Pat Elliott — Schedule C compensation
- Chris Clawson — Schedule C compensation
- Lisa Novak — Schedule C compensation
- Sydney Barton — Schedule C compensation
- Irene Marquez — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation
- Young & White — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation