Pensioned Operating Engineers Health And Welfare Trust Fund — Form 5500 plan (Board Of Trustees, Pensioned Operating Engineers)
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, Pensioned Operating Engineers Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees, Pensioned Operating Engineers under EIN 94-6096327 and plan number 501. The latest loaded filing year is 2023. The filing reports 9,075 participants and $283,590,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Pensioned Operating Engineers
- EIN
- 94-6096327
- Plan number
- 501
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 9,075
- End-of-year plan assets
- $283,590,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,075 | H, C | 20241009200927NAL0009515827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $283,590,262
- Total liabilities (EOY)
- $11,674,974
- Net assets (EOY)
- $271,915,288
- Net assets (BOY)
- $252,647,364
Income & contributions
- Employer contributions
- $82,351,323
- Participant contributions
- $34,816,640
- Total contributions
- $117,167,963
- Total income / additions
- $133,407,902
Expenses & distributions
- Benefits paid
- $105,351,325
- Administrative expenses
- $8,788,653
- Total expenses
- $114,139,978
- Net increase / (decrease)
- $19,267,924
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $3,289,065 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life And Health | NONE | $1,580,475 | not reported in the loaded dataset | 2023 |
| Multi-Plan Services Agency Inc. | NONE | $838,525 | not reported in the loaded dataset | 2023 |
| Part D Advisors | NONE | $571,115 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc. | NONE | $413,789 | not reported in the loaded dataset | 2023 |
| Boehm & Associates | NONE | $0 | $254,603 | 2023 |
| Chartwell Investment Partners | NONE | $220,505 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $200,651 | not reported in the loaded dataset | 2023 |
| Assistance Recovery Program | NONE | $121,595 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $109,144 | not reported in the loaded dataset | 2023 |
| Mailrite Print & Mail, Inc. | NONE | $77,769 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $58,060 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $57,250 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Corporation | NONE | $48,229 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $45,233 | $0 | 2023 |
| Amalgamated Bank | NONE | $23,878 | $3,222 | 2023 |
| Stephen Horn Insurance Svcs | NONE | $0 | $8,874 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Pensioned Operating Engineers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Zenith American Solutions — Schedule C compensation
- Anthem Blue Cross Life And Health — Schedule C compensation
- Multi-Plan Services Agency Inc. — Schedule C compensation
- Part D Advisors — Schedule C compensation
- Optumrx, Inc. — Schedule C compensation
- Boehm & Associates — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- The Segal Company — Schedule C compensation
- Assistance Recovery Program — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Mailrite Print & Mail, Inc. — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Saltzman & Johnson Law Corporation — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Stephen Horn Insurance Svcs — Schedule C compensation