2023 Form 5500 filing — Operating Engineers Local 501 Security 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 20250709092646NAL0003219843001) for Operating Engineers Local 501 Security Fund, reported by Board Of Trustees Of Operating Engineers under EIN 95-6049026 and plan number 501. It reports 3,564 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709092646NAL0003219843001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Operating Engineers
- EIN
- 95-6049026
- Plan number
- 501
- Location
- West Covina, CA
- Participants
- 3,564
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,281,600
- Total liabilities (EOY)
- $9,064,318
- Net assets (EOY)
- $121,217,282
- Employer contributions
- $53,242,240
- Participant contributions
- $2,164,762
- Total income / additions
- $74,365,700
- Benefits paid
- $56,413,135
- Administrative expenses
- $3,013,355
- Total expenses
- $59,426,490
- Net increase / (decrease)
- $14,939,210
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $1,182,652 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $638,728 | not reported in the loaded dataset |
| Delta Dental Of Califormia | NONE | $482,573 | not reported in the loaded dataset |
| Anthem Blue Cross Of California | NONE | $400,699 | not reported in the loaded dataset |
| Ubs Financial Services, Inc. | NONE | $250,697 | not reported in the loaded dataset |
| Rael & Letson | NONE | $107,204 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $105,431 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $102,660 | not reported in the loaded dataset |
| Swiftmd Telemedicine | NONE | $46,895 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $32,044 | not reported in the loaded dataset |
| Optum Rx, Inc. | NONE | $11,176 | $15,537 |
| Behavioral Health Care | NONE | $6,069 | not reported in the loaded dataset |
| Vital Records Control -Formerly Urm | NONE | $5,649 | not reported in the loaded dataset |