International Union Of Operating Engineers Local 98 Health And Welfare Fund — Form 5500 plan (Board Of Trustees Iuoe Local 98 Health & Welfare Fund)
Plain-English plan 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, International Union Of Operating Engineers Local 98 Health And Welfare Fund is a benefit plan reported by Board Of Trustees Iuoe Local 98 Health & Welfare Fund under EIN 04-2123707 and plan number 501. The latest loaded filing year is 2023. The filing reports 800 participants and $20,103,623 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Iuoe Local 98 Health & Welfare Fund
- EIN
- 04-2123707
- Plan number
- 501
- Plan type
- 1
- Location
- Southwick, MA
- Latest filing year
- 2023
- Participants
- 800
- End-of-year plan assets
- $20,103,623
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 800 | H, C | 20240703074847NAL0008944800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,103,623
- Total liabilities (EOY)
- $434,167
- Net assets (EOY)
- $19,669,456
- Net assets (BOY)
- $17,366,299
Income & contributions
- Employer contributions
- $16,173,554
- Participant contributions
- $112,026
- Total contributions
- $16,285,580
- Total income / additions
- $17,215,614
Expenses & distributions
- Benefits paid
- $14,272,965
- Administrative expenses
- $639,492
- Total expenses
- $14,912,457
- Net increase / (decrease)
- $2,303,157
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schultheis & Panettieri, Llp | AUDITOR | $302,665 | not reported in the loaded dataset | 2023 |
| Kara Richotte | NONE | $110,843 | not reported in the loaded dataset | 2023 |
| The Segal Co. (Eastern States), Inc | NONE | $92,909 | not reported in the loaded dataset | 2023 |
| Ruth-Ann Solek | NONE | $61,765 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | ATTORNEY | $59,274 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | COMPUTER CONSULTING | $55,931 | not reported in the loaded dataset | 2023 |
| Patrica O'Connor | NONE | $54,432 | not reported in the loaded dataset | 2023 |
| Debra Griffith | NONE | $47,180 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Ma. Inc. | NONE | $45,167 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group Inc. | NONE | $23,625 | not reported in the loaded dataset | 2023 |
| Paragus Strategic I.T. Inc. | COMPUTER CONSULTANT | $22,824 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Iuoe Local 98 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Southwick, MA
- Schultheis & Panettieri, Llp — Schedule C compensation
- Kara Richotte — Schedule C compensation
- The Segal Co. (Eastern States), Inc — Schedule C compensation
- Ruth-Ann Solek — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Patrica O'Connor — Schedule C compensation
- Debra Griffith — Schedule C compensation
- Blue Cross Blue Shield Of Ma. Inc. — Schedule C compensation
- Meketa Investment Group Inc. — Schedule C compensation
- Paragus Strategic I.T. Inc. — Schedule C compensation