2023 Form 5500 filing — Stationary Engineers Local 39 Health And Welfare Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240929171853NAL0002190915001) for Stationary Engineers Local 39 Health And Welfare Plan, reported by Board Of Trustees Of Stationary Engineers Local 39 under EIN 94-6171641 and plan number 501. It reports 3,586 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240929171853NAL0002190915001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Stationary Engineers Local 39
- EIN
- 94-6171641
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 3,586
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $196,236,998
- Total liabilities (EOY)
- $4,995,000
- Net assets (EOY)
- $191,241,998
- Employer contributions
- $106,242,554
- Participant contributions
- $886,335
- Total income / additions
- $124,399,724
- Benefits paid
- $101,140,999
- Administrative expenses
- $2,378,971
- Total expenses
- $103,519,970
- Net increase / (decrease)
- $20,879,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | NONE | $924,607 | not reported in the loaded dataset |
| Graystone Consulting/Morgan Stanley | NONE | $316,129 | not reported in the loaded dataset |
| Delta Dental Of California | NONE | $256,655 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $222,420 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $213,260 | not reported in the loaded dataset |
| The Segal Company, Inc. | NONE | $138,047 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $101,442 | not reported in the loaded dataset |
| Team St. Inc. | NONE | $47,291 | not reported in the loaded dataset |
| Optumrx, Inc. | NONE | $20,045 | $4,414 |
| Eyemed | NONE | $15,862 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $14,700 |
| Smart Source LLC | NONE | $11,733 | not reported in the loaded dataset |
| Fremont Bank | NONE | $6,506 | not reported in the loaded dataset |