Operating Engineers Health & Welfare Trust Fund For Colorado — Form 5500 plan (Trustees-Operating Engineers Health And Welfare Trust Fund For Colorad)
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 Health & Welfare Trust Fund For Colorado is a benefit plan reported by Trustees-Operating Engineers Health And Welfare Trust Fund For Colorad under EIN 23-7036156 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,299 participants and $23,919,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees-Operating Engineers Health And Welfare Trust Fund For Colorad
- EIN
- 23-7036156
- Plan number
- 502
- Plan type
- 1
- Location
- Arvada, CO
- Latest filing year
- 2023
- Participants
- 1,299
- End-of-year plan assets
- $23,919,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,299 | H, C | 20251022105922NAL0004890738001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,919,306
- Total liabilities (EOY)
- $14,959,031
- Net assets (EOY)
- $8,960,275
- Net assets (BOY)
- $10,673,361
Income & contributions
- Employer contributions
- $21,094,488
- Participant contributions
- $36,073
- Total contributions
- $21,130,561
- Total income / additions
- $23,674,613
Expenses & distributions
- Benefits paid
- $23,830,294
- Administrative expenses
- $1,557,405
- Total expenses
- $25,387,699
- Net increase / (decrease)
- -$1,713,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $562,914 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Com | NONE | $426,867 | $0 | 2023 |
| The Segal Company | NONE | $81,100 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $72,828 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $66,347 | not reported in the loaded dataset | 2023 |
| Spencer Fane Llp | NONE | $49,047 | not reported in the loaded dataset | 2023 |
| Needles & Associates, LLC | NONE | $41,179 | not reported in the loaded dataset | 2023 |
| Optum Rx | NONE | $16,628 | $5,876 | 2023 |
| Vsp | NONE | $16,562 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees-Operating Engineers Health And Welfare Trust Fund For Colorad
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Arvada, CO
- Zenith American Solutions — Schedule C compensation
- Cigna Health And Life Insurance Com — Schedule C compensation
- The Segal Company — Schedule C compensation
- Us Bank — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation
- Needles & Associates, LLC — Schedule C compensation
- Optum Rx — Schedule C compensation
- Vsp — Schedule C compensation