Locals 302 & 612 Intl Union Of Operating Engineers Const. Ind. Health And Security Plan — Form 5500 plan (Board Of Trustees, Lo 302 & 612 Intl Union Of Oper)
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, Locals 302 & 612 Intl Union Of Operating Engineers Const. Ind. Health And Security Plan is a benefit plan reported by Board Of Trustees, Lo 302 & 612 Intl Union Of Oper under EIN 91-6028570 and plan number 501. The latest loaded filing year is 2023. The filing reports 11,375 participants and $327,315,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Lo 302 & 612 Intl Union Of Oper
- EIN
- 91-6028570
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 11,375
- End-of-year plan assets
- $327,315,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,375 | H, C | 20250115132506NAL0021726433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $327,315,925
- Total liabilities (EOY)
- $145,357,564
- Net assets (EOY)
- $181,958,361
- Net assets (BOY)
- $187,487,436
Income & contributions
- Employer contributions
- $151,635,909
- Participant contributions
- $17,878,911
- Total contributions
- $169,514,820
- Total income / additions
- $191,240,903
Expenses & distributions
- Benefits paid
- $193,681,643
- Administrative expenses
- $3,088,335
- Total expenses
- $196,769,978
- Net increase / (decrease)
- -$5,529,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Optumrx, Inc. | NONE | $37,770,992 | $47,155 | 2023 |
| Wpas, Inc. | NONE | $4,090,698 | $186,367 | 2023 |
| Premera Blue Cross | NONE | $2,674,187 | not reported in the loaded dataset | 2023 |
| First Choice Health Network, Inc. | NONE | $669,725 | not reported in the loaded dataset | 2023 |
| Zelis Claims Integrity, LLC | NONE | $412,651 | not reported in the loaded dataset | 2023 |
| Alaffia Technology Solutions | NONE | $301,888 | not reported in the loaded dataset | 2023 |
| Robert W. Barid & Co. Inc. | NONE | $240,583 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $188,231 | not reported in the loaded dataset | 2023 |
| Change Healthcare Solutions, LLC | NONE | $186,800 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $145,610 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $100,895 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $68,104 | not reported in the loaded dataset | 2023 |
| Turner Stoeve & Gagliardi, P.S. | NONE | $49,000 | not reported in the loaded dataset | 2023 |
| Anastasi Moore & Martin, Pllc | NONE | $48,863 | not reported in the loaded dataset | 2023 |
| Transcarent, Inc. | NONE | $48,624 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Print Time, Inc. | NONE | $20,664 | not reported in the loaded dataset | 2023 |
| Withum | NONE | $18,569 | not reported in the loaded dataset | 2023 |
| Segal Advisors Inc. | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Health Care Cost Management Corp | NONE | $14,023 | not reported in the loaded dataset | 2023 |
| Pnc Bank, Na | NONE | $13,924 | $0 | 2023 |
| Us Bank, N.A. | NONE | $11,181 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Lo 302 & 612 Intl Union Of Oper
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Optumrx, Inc. — Schedule C compensation
- Wpas, Inc. — Schedule C compensation
- Premera Blue Cross — Schedule C compensation
- First Choice Health Network, Inc. — Schedule C compensation
- Zelis Claims Integrity, LLC — Schedule C compensation
- Alaffia Technology Solutions — Schedule C compensation
- Robert W. Barid & Co. Inc. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Change Healthcare Solutions, LLC — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Bank Of America — Schedule C compensation
- Turner Stoeve & Gagliardi, P.S. — Schedule C compensation
- Anastasi Moore & Martin, Pllc — Schedule C compensation
- Transcarent, Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Print Time, Inc. — Schedule C compensation
- Withum — Schedule C compensation
- Segal Advisors Inc. — Schedule C compensation
- Health Care Cost Management Corp — Schedule C compensation
- Pnc Bank, Na — Schedule C compensation
- Us Bank, N.A. — Schedule C compensation