2023 Form 5500 filing — Operating Engineers Local 825 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 20250410075550NAL0035218528001) for Operating Engineers Local 825 Welfare Fund, reported by Operating Engineers Local No. 825 Welfare Fund under EIN 22-6033381 and plan number 501. It reports 5,624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410075550NAL0035218528001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Operating Engineers Local No. 825 Welfare Fund
- EIN
- 22-6033381
- Plan number
- 501
- Location
- Springfield, NJ
- Participants
- 5,624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $320,894,991
- Total liabilities (EOY)
- $53,730,259
- Net assets (EOY)
- $267,164,732
- Employer contributions
- $188,740,504
- Participant contributions
- $5,837,343
- Total income / additions
- $209,607,238
- Benefits paid
- $183,636,520
- Administrative expenses
- $11,295,105
- Total expenses
- $194,931,625
- Net increase / (decrease)
- $14,675,613
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Healthcare Services, Inc | NONE | $3,020,955 | $0 |
| Decotiis, Fitzpatrick, Cole & Gibli | NONE | $850,816 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $385,006 | not reported in the loaded dataset |
| Computer Management And Marketing | NONE | $301,889 | not reported in the loaded dataset |
| Christine Medich | EMPLOYEE | $253,509 | not reported in the loaded dataset |
| Operating Engr 825 Union Hall | AFFILIATE | $237,898 | not reported in the loaded dataset |
| The Lindenberger Group, LLC | NONE | $195,775 | not reported in the loaded dataset |
| Telemedicine Management, Inc. | NONE | $191,006 | not reported in the loaded dataset |
| Susan Sonntag | EMPLOYEE | $187,227 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $179,262 | not reported in the loaded dataset |
| The Segal Company | NONE | $158,863 | not reported in the loaded dataset |
| Michael Daleo | EMPLOYEE | $151,516 | not reported in the loaded dataset |
| Eric Torbic | EMPLOYEE | $147,282 | not reported in the loaded dataset |
| Patrice Clarke | EMPLOYEE | $135,404 | not reported in the loaded dataset |
| Sherry Viso | EMPLOYEE | $135,342 | not reported in the loaded dataset |
| Michael Leonetti | EMPLOYEE | $131,848 | not reported in the loaded dataset |
| Christopher Schiavino | EMPLOYEE | $128,902 | not reported in the loaded dataset |
| Rachel Grodsky | EMPLOYEE | $120,402 | not reported in the loaded dataset |
| Therese Edwards | EMPLOYEE | $120,154 | not reported in the loaded dataset |
| Drew & Rogers | NONE | $118,909 | not reported in the loaded dataset |
| Thomas Edwards | EMPLOYEE | $118,694 | not reported in the loaded dataset |
| Susanin, Widman And Brennan | COUNSEL FOR TRUSTEE ER | $100,021 | not reported in the loaded dataset |
| Miriam Schulz | EMPLOYEE | $97,738 | not reported in the loaded dataset |
| Celeste Bahia | EMPLOYEE | $96,809 | not reported in the loaded dataset |
| Alexander Jaca | EMPLOYEE | $93,979 | not reported in the loaded dataset |
| Mariana Rodriguez | EMPLOYEE | $88,183 | not reported in the loaded dataset |
| Mccarter + English Llp | NONE | $85,477 | not reported in the loaded dataset |
| Tykel Jackson | EMPLOYEE | $85,323 | not reported in the loaded dataset |
| Jaclyn Kinley | EMPLOYEE | $84,081 | not reported in the loaded dataset |
| Patricia Mollan | EMPLOYEE | $81,273 | not reported in the loaded dataset |
| Carol Detore | EMPLOYEE | $81,028 | not reported in the loaded dataset |
| Tira Davis | EMPLOYEE | $79,724 | not reported in the loaded dataset |
| Rosemarie Oliveri | EMPLOYEE | $78,405 | not reported in the loaded dataset |
| Patrick Burns | EMPLOYEE | $76,881 | not reported in the loaded dataset |
| Sandra Hock | EMPLOYEE | $74,724 | not reported in the loaded dataset |
| Ifraj Behlin | EMPLOYEE | $73,561 | not reported in the loaded dataset |
| Susan Mcbride | EMPLOYEE | $73,561 | not reported in the loaded dataset |
| Kathy Mosejchuk | EMPLOYEE | $72,564 | not reported in the loaded dataset |
| Ester Troianello | EMPLOYEE | $69,927 | not reported in the loaded dataset |
| Derek Kelly | EMPLOYEE | $69,669 | not reported in the loaded dataset |
| Lauren Mcmillan | EMPLOYEE | $67,890 | not reported in the loaded dataset |
| Marybeth Buonopane | EMPLOYEE | $66,451 | not reported in the loaded dataset |
| Cecilia Livingston | EMPLOYEE | $65,617 | not reported in the loaded dataset |
| Marcus Bailey | EMPLOYEE | $62,804 | not reported in the loaded dataset |
| Diane Rodriguez | EMPLOYEE | $59,059 | not reported in the loaded dataset |
| Esthefany Fulgencio | EMPLOYEE | $57,380 | not reported in the loaded dataset |
| Maria Resende | EMPLOYEE | $54,849 | not reported in the loaded dataset |
| Thomas Sapio | EMPLOYEE | $53,969 | not reported in the loaded dataset |
| Dataprise, Inc. | NONE | $52,068 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $52,000 | $0 |
| Ludivina Go | EMPLOYEE | $51,295 | not reported in the loaded dataset |
| Keating Accounting, LLC | NONE | $49,164 | not reported in the loaded dataset |
| Deborah Kelly | EMPLOYEE | $48,786 | not reported in the loaded dataset |
| Esther Guevarez | EMPLOYEE | $48,189 | not reported in the loaded dataset |
| Timothy Rife | EMPLOYEE | $48,043 | not reported in the loaded dataset |
| Jackie Dravis | EMPLOYEE | $45,545 | not reported in the loaded dataset |
| Mary Ann Harmon | EMPLOYEE | $43,926 | not reported in the loaded dataset |
| Robert Half International Inc. | NONE | $43,838 | not reported in the loaded dataset |
| Joanna Primamore | EMPLOYEE | $43,657 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $39,039 | not reported in the loaded dataset |
| Express Press Printing | NONE | $37,780 | not reported in the loaded dataset |
| Wells Fargo Institutional Retiremen | NONE | $7,794 | not reported in the loaded dataset |
| O'Sullivan Associates | not reported in the loaded dataset | $5,925 | not reported in the loaded dataset |