What is the latest Form 5500 filing year for Bd Of Trustees-Operating Engineers Local Union No. 147 Health Fund?

The latest loaded Form 5500 filing year for Bd Of Trustees-Operating Engineers Local Union No. 147 Health Fund is 2023.

Bd Of Trustees-Operating Engineers Local Union No. 147 Health Fund — Form 5500 filings & benefit plans

Q: What is the EIN for Bd Of Trustees-Operating Engineers Local Union No. 147 Health Fund?

The Employer Identification Number (EIN) reported for Bd Of Trustees-Operating Engineers Local Union No. 147 Health Fund is 54-6079967.

Form 5500 plan sponsor 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, Bd Of Trustees-Operating Engineers Local Union No. 147 Health Fund (EIN 54-6079967) is a plan sponsor located in Norfolk, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 54-6079967
Location: Norfolk, VA
Loaded plans: 1
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $10,545,610
Total reported liabilities (EOY): $1,278,518
Total reported net assets (EOY): $9,267,092

Contributions & income

Employer contributions: $8,661,400
Participant contributions: $314,740
Total income / additions: $10,379,013

Expenses & distributions

Benefits paid / distributions: $8,290,897
Total expenses: $8,891,945
Net increase / (decrease): $1,487,068

Coverage

Total reported participants: 622
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Bd Of Trustees-Operating Engineers Local Union No. 147 Health Fund plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Operating Engineers Local Union No. 147 Health Fund	501	622	$10,545,610	2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bd Of Trustees-Operating Engineers Local Union No. 147 Health Fund
Year	Plan	Participants	Schedules	Filing
2023	Operating Engineers Local Union No. 147 Health Fund	622	H, C	20250515131508NAL0044634674002