Operating Engineers Health And Welfare Fund — Form 5500 plan (Board Of Trustees, Operating Engineers Health And)
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 Health And Welfare Fund is a benefit plan reported by Board Of Trustees, Operating Engineers Health And under EIN 95-6034886 and plan number 501. The latest loaded filing year is 2023. The filing reports 16,642 participants and $147,480,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Operating Engineers Health And
- EIN
- 95-6034886
- Plan number
- 501
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 16,642
- End-of-year plan assets
- $147,480,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,642 | H, C | 20250408202507NAL0018764497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,480,917
- Total liabilities (EOY)
- $200,357,179
- Net assets (EOY)
- -$52,876,262
- Net assets (BOY)
- -$32,017,608
Income & contributions
- Employer contributions
- $288,010,356
- Participant contributions
- $20,210,345
- Total contributions
- $308,220,701
- Total income / additions
- $317,007,287
Expenses & distributions
- Benefits paid
- $321,861,252
- Administrative expenses
- $16,004,689
- Total expenses
- $337,865,941
- Net increase / (decrease)
- -$20,858,654
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Operating Engineers Funds, Inc. | ADMIN. REIMB. | $14,124,347 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life & Health Ins | NONE | $2,740,591 | not reported in the loaded dataset | 2023 |
| Laquer Urban Clifford & Hodge Llp | NONE | $528,176 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $424,016 | not reported in the loaded dataset | 2023 |
| Carelon Behavioral Health, Inc. | NONE | $231,151 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $191,229 | not reported in the loaded dataset | 2023 |
| The Segal Company (West St), Inc. | NONE | $174,598 | not reported in the loaded dataset | 2023 |
| Health Management Systems | NONE | $157,339 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $148,575 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $96,036 | not reported in the loaded dataset | 2023 |
| Jack V. Tunzi Dds Inc | NONE | $67,910 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | NONE | $62,684 | not reported in the loaded dataset | 2023 |
| Edi Health Group | NONE | $59,624 | not reported in the loaded dataset | 2023 |
| Law Office Of Carroll & Scully Inc | NONE | $56,793 | not reported in the loaded dataset | 2023 |
| Accretive Global Ins Svcs Dba Part | NONE | $52,554 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $18,025 | not reported in the loaded dataset | 2023 |
| Hutchinson And Bloodgood Llp | NONE | $13,705 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $13,157 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $5,069 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Operating Engineers Health And
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Operating Engineers Funds, Inc. — Schedule C compensation
- Anthem Blue Cross Life & Health Ins — Schedule C compensation
- Laquer Urban Clifford & Hodge Llp — Schedule C compensation
- National Investment Services — Schedule C compensation
- Carelon Behavioral Health, Inc. — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- The Segal Company (West St), Inc. — Schedule C compensation
- Health Management Systems — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Jack V. Tunzi Dds Inc — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Edi Health Group — Schedule C compensation
- Law Office Of Carroll & Scully Inc — Schedule C compensation
- Accretive Global Ins Svcs Dba Part — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Hutchinson And Bloodgood Llp — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation