2023 Form 5500 filing — Internat'L Union Of Operating Engineers And Pipeline Employers 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 20241015104527NAL0014425523001) for Internat'L Union Of Operating Engineers And Pipeline Employers Health & Welfare Fund, reported by International Union Of Operating Engineers & Pipe Line Employers H&W F under EIN 23-7134462 and plan number 501. It reports 2,747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104527NAL0014425523001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Union Of Operating Engineers & Pipe Line Employers H&W F
- EIN
- 23-7134462
- Plan number
- 501
- Location
- Columbia, MD
- Participants
- 2,747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $419,307,149
- Total liabilities (EOY)
- $12,395,878
- Net assets (EOY)
- $406,911,271
- Employer contributions
- $46,296,802
- Participant contributions
- $1,199,043
- Total income / additions
- $90,328,627
- Benefits paid
- $40,404,008
- Administrative expenses
- $3,077,207
- Total expenses
- $43,481,215
- Net increase / (decrease)
- $46,847,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carefirst | NONE | $1,590,073 | $0 |
| Zenith American Solutions | NONE | $495,959 | not reported in the loaded dataset |
| Wageworks | NONE | $240,584 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $200,325 | $0 |
| Sage Advisory Service Ltd. | NONE | $122,248 | not reported in the loaded dataset |
| Delta Dental | NONE | $85,029 | not reported in the loaded dataset |
| The Segal Company | NONE | $65,950 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $49,173 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $43,000 | not reported in the loaded dataset |
| Optum Rx, Inc. | NONE | $42,868 | $0 |
| Central Pension Fund Of The Iuoe | NONE | $19,156 | not reported in the loaded dataset |
| Doyle Printing & Offset Co. | NONE | $8,963 | not reported in the loaded dataset |