2023 Form 5500 filing — Operating Engineers Local 312 Health & Welfare
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 20250220111607NAL0004162083001) for Operating Engineers Local 312 Health & Welfare, reported by Operating Engineers Local 312 Health & Welfare under EIN 23-7102671 and plan number 501. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220111607NAL0004162083001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operating Engineers Local 312 Health & Welfare
- EIN
- 23-7102671
- Plan number
- 501
- Location
- Tucker, GA
- Participants
- 342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,967,879
- Total liabilities (EOY)
- $3,926,411
- Net assets (EOY)
- $16,041,468
- Employer contributions
- $3,557,360
- Participant contributions
- $195,244
- Total income / additions
- $5,312,195
- Benefits paid
- $5,471,987
- Administrative expenses
- $240,910
- Total expenses
- $5,712,897
- Net increase / (decrease)
- -$400,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Alabama | INSURANCE PROVIDER | $266,237 | not reported in the loaded dataset |
| Zenith American Solutions | CONTRACT ADMINISTRATOR | $93,834 | not reported in the loaded dataset |
| Highland Capital Management | INVESTMENT MANAGER | $44,524 | not reported in the loaded dataset |
| Bha Consulting LLC | CONSULTING | $22,985 | not reported in the loaded dataset |
| Reynolds Consulting Services LLC | INVESTMENT ADVISORY | $15,000 | not reported in the loaded dataset |
| Steven D. Eisenberg Cpa, Pa | AUDITOR | $13,126 | not reported in the loaded dataset |
| Quinn, Conner, Weaver Davies Rucco | ATTORNEY | $6,300 | not reported in the loaded dataset |