2023 Form 5500 filing — Operating Engineers Local 112 Health & Welfare Trust
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 20250401120746NAL0003993923001) for Operating Engineers Local 112 Health & Welfare Trust, reported by Trustees Of Operating Engineers Local 112 Health & Welfare Trust under EIN 26-1382332 and plan number 501. It reports 525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401120746NAL0003993923001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Operating Engineers Local 112 Health & Welfare Trust
- EIN
- 26-1382332
- Plan number
- 501
- Location
- Anderson, IN
- Participants
- 525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,207,770
- Total liabilities (EOY)
- $861,078
- Net assets (EOY)
- $57,346,692
- Employer contributions
- $9,007,552
- Total income / additions
- $13,559,367
- Benefits paid
- $8,197,456
- Administrative expenses
- $1,022,455
- Total expenses
- $9,219,911
- Net increase / (decrease)
- $4,339,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Services, Inc. | NONE | $418,185 | not reported in the loaded dataset |
| Iuoe Local 112 | PARTICIPATING EMPLOYER | $245,202 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $74,332 | not reported in the loaded dataset |
| Burr Oak Consulting | NONE | $62,802 | not reported in the loaded dataset |
| The Guardian Life Insurance Company | NONE | $51,060 | not reported in the loaded dataset |
| Johnson Investment Counsel, Inc. | NONE | $40,899 | not reported in the loaded dataset |
| Seix Investment Advisors | NONE | $26,138 | not reported in the loaded dataset |
| Netfidelis, Inc. | NONE | $18,190 | not reported in the loaded dataset |
| Investment Consulting Services, LLC | NONE | $17,750 | not reported in the loaded dataset |
| Hammond & Shinners Pc | NONE | $15,469 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $12,010 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $9,545 | not reported in the loaded dataset |
| Milliman | NONE | $6,000 | not reported in the loaded dataset |