Stationary Engineers Local 39 Health And Welfare Plan — Form 5500 plan (Board Of Trustees Of Stationary Engineers Local 39)
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, Stationary Engineers Local 39 Health And Welfare Plan is a benefit plan reported by Board Of Trustees Of Stationary Engineers Local 39 under EIN 94-6171641 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,586 participants and $196,236,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Stationary Engineers Local 39
- EIN
- 94-6171641
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 3,586
- End-of-year plan assets
- $196,236,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,586 | H, C | 20240929171853NAL0002190915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $196,236,998
- Total liabilities (EOY)
- $4,995,000
- Net assets (EOY)
- $191,241,998
- Net assets (BOY)
- $170,362,244
Income & contributions
- Employer contributions
- $106,242,554
- Participant contributions
- $886,335
- Total contributions
- $107,128,889
- Total income / additions
- $124,399,724
Expenses & distributions
- Benefits paid
- $101,140,999
- Administrative expenses
- $2,378,971
- Total expenses
- $103,519,970
- Net increase / (decrease)
- $20,879,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | NONE | $924,607 | not reported in the loaded dataset | 2023 |
| Graystone Consulting/Morgan Stanley | NONE | $316,129 | not reported in the loaded dataset | 2023 |
| Delta Dental Of California | NONE | $256,655 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $222,420 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $213,260 | not reported in the loaded dataset | 2023 |
| The Segal Company, Inc. | NONE | $138,047 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $101,442 | not reported in the loaded dataset | 2023 |
| Team St. Inc. | NONE | $47,291 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc. | NONE | $20,045 | $4,414 | 2023 |
| Eyemed | NONE | $15,862 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $14,700 | 2023 |
| Smart Source LLC | NONE | $11,733 | not reported in the loaded dataset | 2023 |
| Fremont Bank | NONE | $6,506 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Stationary Engineers Local 39
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Benesys — Schedule C compensation
- Graystone Consulting/Morgan Stanley — Schedule C compensation
- Delta Dental Of California — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Team St. Inc. — Schedule C compensation
- Optumrx, Inc. — Schedule C compensation
- Eyemed — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Fremont Bank — Schedule C compensation