Intl Union Of Operating Engrs Local Unions 181, 320 Welfare Trust Fund — Form 5500 plan (Intl Union Of Operating Engrs Local Unions 181 320 Welfare Trust)
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, Intl Union Of Operating Engrs Local Unions 181, 320 Welfare Trust Fund is a benefit plan reported by Intl Union Of Operating Engrs Local Unions 181 320 Welfare Trust under EIN 23-7003337 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,261 participants and $93,066,718 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intl Union Of Operating Engrs Local Unions 181 320 Welfare Trust
- EIN
- 23-7003337
- Plan number
- 501
- Plan type
- 1
- Location
- Henderson, KY
- Latest filing year
- 2023
- Participants
- 3,261
- End-of-year plan assets
- $93,066,718
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,261 | H, C | 20250210173006NAL0009342771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,066,718
- Total liabilities (EOY)
- $4,140,912
- Net assets (EOY)
- $88,925,806
- Net assets (BOY)
- $82,109,438
Income & contributions
- Employer contributions
- $47,821,661
- Participant contributions
- $3,708,572
- Total contributions
- $51,530,233
- Total income / additions
- $56,474,330
Expenses & distributions
- Benefits paid
- $46,330,865
- Administrative expenses
- $3,327,097
- Total expenses
- $49,657,962
- Net increase / (decrease)
- $6,816,368
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem | NONE | $1,922,920 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $172,231 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $155,322 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $86,176 | not reported in the loaded dataset | 2023 |
| Stacey Ausenbaugh | EMPLOYEE - ADMIN | $79,399 | not reported in the loaded dataset | 2023 |
| L. M. Henderson & Company | NONE | $59,132 | not reported in the loaded dataset | 2023 |
| Linda Eblen | EMPLOYEE - CLERK | $55,713 | not reported in the loaded dataset | 2023 |
| Mary Randolph | EMPLOYEE - CLERK | $53,594 | not reported in the loaded dataset | 2023 |
| Laura Wilson | EMPLOYEE - CLERK | $43,948 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investmnt Advisor | NONE | $42,750 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | NONE | $40,281 | not reported in the loaded dataset | 2023 |
| Frances Majors | EMPLOYEE - CLERK | $36,863 | not reported in the loaded dataset | 2023 |
| Ares Management Corporation | NONE | $12,444 | not reported in the loaded dataset | 2023 |
| Burkett Walton | NONE | $9,589 | not reported in the loaded dataset | 2023 |
| Old National Wealth Management | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intl Union Of Operating Engrs Local Unions 181 320 Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Henderson, KY
- Anthem — Schedule C compensation
- National Investment Services — Schedule C compensation
- Benesys — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Stacey Ausenbaugh — Schedule C compensation
- L. M. Henderson & Company — Schedule C compensation
- Linda Eblen — Schedule C compensation
- Mary Randolph — Schedule C compensation
- Laura Wilson — Schedule C compensation
- Strategic Capital Investmnt Advisor — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- Frances Majors — Schedule C compensation
- Ares Management Corporation — Schedule C compensation
- Burkett Walton — Schedule C compensation
- Old National Wealth Management — Schedule C compensation