2023 Form 5500 filing — Employers & Operating Engineers Local 520 Health & Welfare Fund
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 20241015081801NAL0027814497002) for Employers & Operating Engineers Local 520 Health & Welfare Fund, reported by Employers & Operating Engineers Local 520 Health under EIN 37-6046408 and plan number 501. It reports 1,361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081801NAL0027814497002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Employers & Operating Engineers Local 520 Health
- EIN
- 37-6046408
- Plan number
- 501
- Location
- Swansea, IL
- Participants
- 1,361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,047,856
- Total liabilities (EOY)
- $16,320,034
- Net assets (EOY)
- $40,727,822
- Employer contributions
- $21,257,836
- Participant contributions
- $3,331,542
- Total income / additions
- $27,337,275
- Benefits paid
- $20,553,813
- Administrative expenses
- $1,227,417
- Total expenses
- $21,781,230
- Net increase / (decrease)
- $5,556,045
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health And Life Insurance Com | SHARED ADMINISTRATION | $468,010 | $0 |
| Segal Company | ACTUARY AND CONSULTANT | $96,819 | not reported in the loaded dataset |
| Rhonda Bauer | EMPLOYEE | $85,205 | not reported in the loaded dataset |
| Julie Visintine | EMPLOYEE | $50,166 | not reported in the loaded dataset |
| Melissa Bauer | EMPLOYEE | $49,259 | not reported in the loaded dataset |
| Laura Sprock | EMPLOYEE | $39,372 | not reported in the loaded dataset |
| Commerce Trust Company | INVESTMENT MANAGER | $36,360 | not reported in the loaded dataset |
| Jayna King | EMPLOYEE | $30,781 | not reported in the loaded dataset |
| Scheffel Boyle | ACCOUNTANT | $29,955 | not reported in the loaded dataset |
| Lynn Kaelin | EMPLOYEE | $28,867 | not reported in the loaded dataset |
| Systems Design Associates | COMPUTER CONSULTING | $28,603 | not reported in the loaded dataset |
| Jodi Diecker | EMPLOYEE | $20,809 | not reported in the loaded dataset |
| Ziegler Capital Mgt | INVESTMENT MANAGER | $17,786 | not reported in the loaded dataset |
| Hammond & Shinners, P.C. | ATTORNEY | $13,675 | not reported in the loaded dataset |
| Amalgamated | MEDICAL CLAIM REVIEW | $7,227 | not reported in the loaded dataset |
| Linda Koderhandt | EMPLOYEE | $6,872 | not reported in the loaded dataset |