2023 Form 5500 filing — Operating Engineers #49 Health And 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 20250317100205NAL0001596625002) for Operating Engineers #49 Health And Welfare Fund, reported by Trustees Of Operating Engineers #49 Health And Welfare Fund under EIN 23-7015120 and plan number 501. It reports 14,055 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317100205NAL0001596625002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Operating Engineers #49 Health And Welfare Fund
- EIN
- 23-7015120
- Plan number
- 501
- Location
- Bloomington, MN
- Participants
- 14,055
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $273,000,965
- Total liabilities (EOY)
- $26,322,570
- Net assets (EOY)
- $246,678,395
- Employer contributions
- $231,440,831
- Participant contributions
- $15,735,222
- Total income / additions
- $287,453,944
- Benefits paid
- $273,854,672
- Administrative expenses
- $4,782,226
- Total expenses
- $278,636,898
- Net increase / (decrease)
- $8,817,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross Blueshield Of Mn | NONE | $3,782,614 | $379,577 |
| Wilson Mcshane Corporation | NONE | $3,619,950 | not reported in the loaded dataset |
| Team | NONE | $1,242,700 | not reported in the loaded dataset |
| Health Gauge | NONE | $882,015 | not reported in the loaded dataset |
| Reinhart | NONE | $323,305 | not reported in the loaded dataset |
| Ddmn Aso LLC | NONE | $307,079 | not reported in the loaded dataset |
| Ubs Financial Services, Inc. | NONE | $266,587 | $0 |
| The Segal Company Inc | NONE | $220,708 | not reported in the loaded dataset |
| Andrew, Bransky, & Poole | NONE | $94,235 | not reported in the loaded dataset |
| Union First Laser Technologies | NONE | $44,566 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $35,605 | not reported in the loaded dataset |
| Bmo Harris Bank | NONE | $21,555 | not reported in the loaded dataset |
| Honsa-Binder Printing Inc | NONE | $17,526 | not reported in the loaded dataset |
| Frsecure LLC | NONE | $14,600 | not reported in the loaded dataset |
| Seven Corners Printing | NONE | $8,248 | not reported in the loaded dataset |
| The Segerdahl Corporation | NONE | $6,231 | not reported in the loaded dataset |
| Whitestar Advisors LLC | NONE | $6,176 | not reported in the loaded dataset |