Operating Engineers Local 835 Welfare Fund — Form 5500 plan (Operating Engineers Local 835 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, Operating Engineers Local 835 Welfare Fund is a benefit plan reported by Operating Engineers Local 835 Welfare Fund under EIN 23-2079619 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,350 participants and $9,652,647 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Operating Engineers Local 835 Welfare Fund
EIN
23-2079619
Plan number
501
Plan type
1
Location
Wayne, PA
Latest filing year
2023
Participants
1,350
End-of-year plan assets
$9,652,647

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,350H, C20241015144455NAL0016658563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,652,647
Total liabilities (EOY)
$334,362
Net assets (EOY)
$9,318,285
Net assets (BOY)
$6,757,727

Income & contributions

Employer contributions
$7,592,653
Participant contributions
$36,853
Total contributions
$7,629,506
Total income / additions
$8,180,433

Expenses & distributions

Benefits paid
$5,552,488
Administrative expenses
$67,387
Total expenses
$5,619,875
Net increase / (decrease)
$2,560,558

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anthony Pontarelli Cpa, LLCNONE$7,000not reported in the loaded dataset2023
Spear WildermanNONE$5,000not reported in the loaded dataset2023

Related Form 5500 pages