Operating Engineers Local 501 Security Fund — Form 5500 plan (Board Of Trustees Of 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, Operating Engineers Local 501 Security Fund is a benefit plan reported by Board Of Trustees Of Operating Engineers under EIN 95-6049026 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,564 participants and $130,281,600 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Operating Engineers
- EIN
- 95-6049026
- Plan number
- 501
- Plan type
- 1
- Location
- West Covina, CA
- Latest filing year
- 2023
- Participants
- 3,564
- End-of-year plan assets
- $130,281,600
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,564 | H, C | 20250709092646NAL0003219843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,281,600
- Total liabilities (EOY)
- $9,064,318
- Net assets (EOY)
- $121,217,282
- Net assets (BOY)
- $106,278,072
Income & contributions
- Employer contributions
- $53,242,240
- Participant contributions
- $2,164,762
- Total contributions
- $55,407,002
- Total income / additions
- $74,365,700
Expenses & distributions
- Benefits paid
- $56,413,135
- Administrative expenses
- $3,013,355
- Total expenses
- $59,426,490
- Net increase / (decrease)
- $14,939,210
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $1,182,652 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $638,728 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Califormia | NONE | $482,573 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Of California | NONE | $400,699 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services, Inc. | NONE | $250,697 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $107,204 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $105,431 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $102,660 | not reported in the loaded dataset | 2023 |
| Swiftmd Telemedicine | NONE | $46,895 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $32,044 | not reported in the loaded dataset | 2023 |
| Optum Rx, Inc. | NONE | $11,176 | $15,537 | 2023 |
| Behavioral Health Care | NONE | $6,069 | not reported in the loaded dataset | 2023 |
| Vital Records Control -Formerly Urm | NONE | $5,649 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Operating Engineers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Covina, CA
- Benesys Administrators — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Delta Dental Of Califormia — Schedule C compensation
- Anthem Blue Cross Of California — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Swiftmd Telemedicine — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Optum Rx, Inc. — Schedule C compensation
- Behavioral Health Care — Schedule C compensation
- Vital Records Control -Formerly Urm — Schedule C compensation