2023 Form 5500 filing — Operating Engineers Local 139 Health Benefit 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 20250306151831NAL0010468481001) for Operating Engineers Local 139 Health Benefit Fund, reported by Operating Engineers Local 139 Health Benefit Fund under EIN 23-7166771 and plan number 599. It reports 10,172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250306151831NAL0010468481001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operating Engineers Local 139 Health Benefit Fund
- EIN
- 23-7166771
- Plan number
- 599
- Location
- Pewaukee, WI
- Participants
- 10,172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $487,111,809
- Total liabilities (EOY)
- $91,920,612
- Net assets (EOY)
- $395,191,197
- Employer contributions
- $146,747,704
- Participant contributions
- $17,155,079
- Total income / additions
- $210,263,911
- Benefits paid
- $170,893,676
- Administrative expenses
- $4,745,513
- Total expenses
- $175,639,189
- Net increase / (decrease)
- $34,624,722
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Wisconsin | N/A | $3,457,069 | $0 |
| Benesys | N/A | $1,894,715 | not reported in the loaded dataset |
| Case Management Specialist, Inc. | N/A | $968,675 | not reported in the loaded dataset |
| Optum Rx | N/A | $354,729 | $0 |
| Rreef America L.L.C. | N/A | $287,036 | $0 |
| Zelis Payments Holdings, LLC | N/A | $257,879 | $0 |
| The Segal Company (Midwest), Inc | N/A | $249,746 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | N/A | $242,269 | not reported in the loaded dataset |
| Industry Fund Management Pty Ltd | N/A | $196,145 | not reported in the loaded dataset |
| National Investment Services, Inc | N/A | $142,914 | not reported in the loaded dataset |
| Construction Business Group | AFFILIATED ORGANIZATON | $141,030 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc | N/A | $130,216 | not reported in the loaded dataset |
| Iuoe Local 139 | AFFILIATED LABOR ORGANIZA | $90,974 | not reported in the loaded dataset |
| Sommers And Farhnrenbach | N/A | $90,732 | not reported in the loaded dataset |
| Beach Point Capital Management Lp | N/A | $86,618 | $0 |
| Foundry Partners, LLC | N/A | $81,785 | $0 |
| Us Bank | N/A | $64,510 | $0 |
| Reinhart Boerner Van Deuren | N/A | $62,897 | not reported in the loaded dataset |
| Ccsap | N/A | $57,488 | not reported in the loaded dataset |
| Ontech Systems Inc | N/A | $55,849 | not reported in the loaded dataset |
| Blackstone | N/A | $54,707 | $0 |
| Marquette Associates | N/A | $48,000 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | N/A | $36,075 | not reported in the loaded dataset |
| State Bank Of The Lakes | N/A | $25,737 | not reported in the loaded dataset |
| Smart Data Solutions | N/A | $18,354 | not reported in the loaded dataset |
| Segal Select Ins Services, Inc. | N/A | $0 | $14,030 |
| Burton & Mayer | N/A | $8,132 | not reported in the loaded dataset |