Operating Engineers #49 Health And Welfare Fund — Form 5500 plan (Trustees Of Operating Engineers #49 Health And 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 #49 Health And Welfare Fund is a benefit plan reported by Trustees Of Operating Engineers #49 Health And Welfare Fund under EIN 23-7015120 and plan number 501. The latest loaded filing year is 2023. The filing reports 14,055 participants and $273,000,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Operating Engineers #49 Health And Welfare Fund
- EIN
- 23-7015120
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 14,055
- End-of-year plan assets
- $273,000,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,055 | H, C | 20250317100205NAL0001596625002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $273,000,965
- Total liabilities (EOY)
- $26,322,570
- Net assets (EOY)
- $246,678,395
- Net assets (BOY)
- $237,861,349
Income & contributions
- Employer contributions
- $231,440,831
- Participant contributions
- $15,735,222
- Total contributions
- $247,176,053
- Total income / additions
- $287,453,944
Expenses & distributions
- Benefits paid
- $273,854,672
- Administrative expenses
- $4,782,226
- Total expenses
- $278,636,898
- Net increase / (decrease)
- $8,817,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Mn | NONE | $3,782,614 | $379,577 | 2023 |
| Wilson Mcshane Corporation | NONE | $3,619,950 | not reported in the loaded dataset | 2023 |
| Team | NONE | $1,242,700 | not reported in the loaded dataset | 2023 |
| Health Gauge | NONE | $882,015 | not reported in the loaded dataset | 2023 |
| Reinhart | NONE | $323,305 | not reported in the loaded dataset | 2023 |
| Ddmn Aso LLC | NONE | $307,079 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services, Inc. | NONE | $266,587 | $0 | 2023 |
| The Segal Company Inc | NONE | $220,708 | not reported in the loaded dataset | 2023 |
| Andrew, Bransky, & Poole | NONE | $94,235 | not reported in the loaded dataset | 2023 |
| Union First Laser Technologies | NONE | $44,566 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $35,605 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank | NONE | $21,555 | not reported in the loaded dataset | 2023 |
| Honsa-Binder Printing Inc | NONE | $17,526 | not reported in the loaded dataset | 2023 |
| Frsecure LLC | NONE | $14,600 | not reported in the loaded dataset | 2023 |
| Seven Corners Printing | NONE | $8,248 | not reported in the loaded dataset | 2023 |
| The Segerdahl Corporation | NONE | $6,231 | not reported in the loaded dataset | 2023 |
| Whitestar Advisors LLC | NONE | $6,176 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Operating Engineers #49 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Bluecross Blueshield Of Mn — Schedule C compensation
- Wilson Mcshane Corporation — Schedule C compensation
- Team — Schedule C compensation
- Health Gauge — Schedule C compensation
- Reinhart — Schedule C compensation
- Ddmn Aso LLC — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- The Segal Company Inc — Schedule C compensation
- Andrew, Bransky, & Poole — Schedule C compensation
- Union First Laser Technologies — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- Honsa-Binder Printing Inc — Schedule C compensation
- Frsecure LLC — Schedule C compensation
- Seven Corners Printing — Schedule C compensation
- The Segerdahl Corporation — Schedule C compensation
- Whitestar Advisors LLC — Schedule C compensation