Internat'L Union Of Operating Engineers And Pipeline Employers Health & Welfare Fund — Form 5500 plan (International Union Of Operating Engineers & Pipe Line Employers H&W F)
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, Internat'L Union Of Operating Engineers And Pipeline Employers Health & Welfare Fund is a benefit plan reported by International Union Of Operating Engineers & Pipe Line Employers H&W F under EIN 23-7134462 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,747 participants and $419,307,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Union Of Operating Engineers & Pipe Line Employers H&W F
- EIN
- 23-7134462
- Plan number
- 501
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 2,747
- End-of-year plan assets
- $419,307,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,747 | H, C | 20241015104527NAL0014425523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $419,307,149
- Total liabilities (EOY)
- $12,395,878
- Net assets (EOY)
- $406,911,271
- Net assets (BOY)
- $360,063,859
Income & contributions
- Employer contributions
- $46,296,802
- Participant contributions
- $1,199,043
- Total contributions
- $47,495,845
- Total income / additions
- $90,328,627
Expenses & distributions
- Benefits paid
- $40,404,008
- Administrative expenses
- $3,077,207
- Total expenses
- $43,481,215
- Net increase / (decrease)
- $46,847,412
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carefirst | NONE | $1,590,073 | $0 | 2023 |
| Zenith American Solutions | NONE | $495,959 | not reported in the loaded dataset | 2023 |
| Wageworks | NONE | $240,584 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $200,325 | $0 | 2023 |
| Sage Advisory Service Ltd. | NONE | $122,248 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $85,029 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $65,950 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $49,173 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $43,000 | not reported in the loaded dataset | 2023 |
| Optum Rx, Inc. | NONE | $42,868 | $0 | 2023 |
| Central Pension Fund Of The Iuoe | NONE | $19,156 | not reported in the loaded dataset | 2023 |
| Doyle Printing & Offset Co. | NONE | $8,963 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Union Of Operating Engineers & Pipe Line Employers H&W F
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Carefirst — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Wageworks — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Sage Advisory Service Ltd. — Schedule C compensation
- Delta Dental — Schedule C compensation
- The Segal Company — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Optum Rx, Inc. — Schedule C compensation
- Central Pension Fund Of The Iuoe — Schedule C compensation
- Doyle Printing & Offset Co. — Schedule C compensation