2023 Form 5500 filing — Operating Engineers Local 101 Health And Welfare Plan
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 20250310143226NAL0008463139001) for Operating Engineers Local 101 Health And Welfare Plan, reported by Board Of Trustees Of Operating Engineers Local 101 Health And Welfare under EIN 44-0663379 and plan number 501. It reports 4,344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310143226NAL0008463139001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Operating Engineers Local 101 Health And Welfare
- EIN
- 44-0663379
- Plan number
- 501
- Location
- Kansas City, MO
- Participants
- 4,344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,460,004
- Total liabilities (EOY)
- $6,050,234
- Net assets (EOY)
- $71,409,770
- Employer contributions
- $58,957,934
- Participant contributions
- $5,494,479
- Total income / additions
- $69,307,913
- Benefits paid
- $48,291,695
- Administrative expenses
- $4,348,082
- Total expenses
- $52,639,777
- Net increase / (decrease)
- $16,668,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marathon Health | NONE | $1,437,252 | not reported in the loaded dataset |
| Blue Cross Blue Shield | NONE | $1,114,082 | not reported in the loaded dataset |
| Umr Inc | NONE | $488,449 | $17,886 |
| Compusys Inc. Of Utah | NONE | $418,763 | not reported in the loaded dataset |
| Labor First LLC | NONE | $0 | $249,657 |
| Blake & Uhlig | NONE | $200,791 | not reported in the loaded dataset |
| Zenith American Solutions, Inc | NONE | $154,631 | not reported in the loaded dataset |
| Delta Dental Of Missouri | NONE | $149,267 | not reported in the loaded dataset |
| Cliftonlarsonallen | NONE | $86,160 | not reported in the loaded dataset |
| United Actuarial Services Inc | NONE | $64,187 | not reported in the loaded dataset |
| United Healthcare Insurance Company | NONE | $57,817 | not reported in the loaded dataset |
| Redstone | NONE | $43,178 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $42,367 | $0 |
| Staywell Company | NONE | $24,645 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $10,981 | $0 |
| Parametric Portfolio Associates | NONE | $9,485 | not reported in the loaded dataset |
| Usps | NONE | $6,000 | not reported in the loaded dataset |