2023 Form 5500 filing — Intl Union Of Operating Engrs Local Unions 181, 320 Welfare Trust 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 20250210173006NAL0009342771001) for Intl Union Of Operating Engrs Local Unions 181, 320 Welfare Trust Fund, reported by Intl Union Of Operating Engrs Local Unions 181 320 Welfare Trust under EIN 23-7003337 and plan number 501. It reports 3,261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210173006NAL0009342771001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Intl Union Of Operating Engrs Local Unions 181 320 Welfare Trust
- EIN
- 23-7003337
- Plan number
- 501
- Location
- Henderson, KY
- Participants
- 3,261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,066,718
- Total liabilities (EOY)
- $4,140,912
- Net assets (EOY)
- $88,925,806
- Employer contributions
- $47,821,661
- Participant contributions
- $3,708,572
- Total income / additions
- $56,474,330
- Benefits paid
- $46,330,865
- Administrative expenses
- $3,327,097
- Total expenses
- $49,657,962
- Net increase / (decrease)
- $6,816,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem | NONE | $1,922,920 | not reported in the loaded dataset |
| National Investment Services | NONE | $172,231 | not reported in the loaded dataset |
| Benesys | NONE | $155,322 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | NONE | $86,176 | not reported in the loaded dataset |
| Stacey Ausenbaugh | EMPLOYEE - ADMIN | $79,399 | not reported in the loaded dataset |
| L. M. Henderson & Company | NONE | $59,132 | not reported in the loaded dataset |
| Linda Eblen | EMPLOYEE - CLERK | $55,713 | not reported in the loaded dataset |
| Mary Randolph | EMPLOYEE - CLERK | $53,594 | not reported in the loaded dataset |
| Laura Wilson | EMPLOYEE - CLERK | $43,948 | not reported in the loaded dataset |
| Strategic Capital Investmnt Advisor | NONE | $42,750 | not reported in the loaded dataset |
| Ledbetter Partners LLC | NONE | $40,281 | not reported in the loaded dataset |
| Frances Majors | EMPLOYEE - CLERK | $36,863 | not reported in the loaded dataset |
| Ares Management Corporation | NONE | $12,444 | not reported in the loaded dataset |
| Burkett Walton | NONE | $9,589 | not reported in the loaded dataset |
| Old National Wealth Management | NONE | $5,000 | not reported in the loaded dataset |