Operating Engineers Local No 37 Health And Welfare Fund — Form 5500 plan (Operating Engineers Local No 37 Health & Welfare Fund)
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 No 37 Health And Welfare Fund is a benefit plan reported by Operating Engineers Local No 37 Health & Welfare Fund under EIN 52-6039006 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,361 participants and $28,856,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operating Engineers Local No 37 Health & Welfare Fund
- EIN
- 52-6039006
- Plan number
- 501
- Plan type
- 1
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 1,361
- End-of-year plan assets
- $28,856,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,361 | H, C | 20241010100624NAL0035422112005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,856,601
- Total liabilities (EOY)
- $2,937,145
- Net assets (EOY)
- $25,919,456
- Net assets (BOY)
- $27,478,310
Income & contributions
- Employer contributions
- $13,937,888
- Participant contributions
- $913,173
- Total contributions
- $14,851,061
- Total income / additions
- $15,975,057
Expenses & distributions
- Benefits paid
- $16,130,676
- Administrative expenses
- $1,403,235
- Total expenses
- $17,533,911
- Net increase / (decrease)
- -$1,558,854
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Decision Science, Inc | NONE | $995,314 | not reported in the loaded dataset | 2023 |
| Labor First (Retiree Health) | NONE | $210,194 | not reported in the loaded dataset | 2023 |
| American Health Holdings, Inc. | NONE | $129,068 | not reported in the loaded dataset | 2023 |
| Morgan Lewis | NONE | $90,390 | not reported in the loaded dataset | 2023 |
| Complete Claims Solutions | not reported in the loaded dataset | $78,034 | $0 | 2023 |
| Carefirst Network Leasing | NONE | $67,073 | not reported in the loaded dataset | 2023 |
| Bolton Partners, Inc. | NONE | $56,005 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $52,991 | not reported in the loaded dataset | 2023 |
| Chartwell | NONE | $52,080 | not reported in the loaded dataset | 2023 |
| Telemedicine Management | NONE | $39,801 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $32,520 | not reported in the loaded dataset | 2023 |
| Cigna Dental Health | NONE | $18,607 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| American Healthcare Alliance | NONE | $12,163 | not reported in the loaded dataset | 2023 |
| Intercontinental Re Fund | NONE | $11,987 | not reported in the loaded dataset | 2023 |
| Doyle Printing | NONE | $9,303 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $6,868 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operating Engineers Local No 37 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Decision Science, Inc — Schedule C compensation
- Labor First (Retiree Health) — Schedule C compensation
- American Health Holdings, Inc. — Schedule C compensation
- Morgan Lewis — Schedule C compensation
- Complete Claims Solutions — Schedule C compensation
- Carefirst Network Leasing — Schedule C compensation
- Bolton Partners, Inc. — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Chartwell — Schedule C compensation
- Telemedicine Management — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Cigna Dental Health — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- American Healthcare Alliance — Schedule C compensation
- Intercontinental Re Fund — Schedule C compensation
- Doyle Printing — Schedule C compensation
- Wedge Capital Management — Schedule C compensation