Operating Engineers Local 139 Health Benefit Fund — Form 5500 plan (Operating Engineers Local 139 Health Benefit 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 139 Health Benefit Fund is a benefit plan reported by Operating Engineers Local 139 Health Benefit Fund under EIN 23-7166771 and plan number 599. The latest loaded filing year is 2023. The filing reports 10,172 participants and $487,111,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operating Engineers Local 139 Health Benefit Fund
- EIN
- 23-7166771
- Plan number
- 599
- Plan type
- 1
- Location
- Pewaukee, WI
- Latest filing year
- 2023
- Participants
- 10,172
- End-of-year plan assets
- $487,111,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,172 | H, C | 20250306151831NAL0010468481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $487,111,809
- Total liabilities (EOY)
- $91,920,612
- Net assets (EOY)
- $395,191,197
- Net assets (BOY)
- $360,566,475
Income & contributions
- Employer contributions
- $146,747,704
- Participant contributions
- $17,155,079
- Total contributions
- $163,902,783
- Total income / additions
- $210,263,911
Expenses & distributions
- Benefits paid
- $170,893,676
- Administrative expenses
- $4,745,513
- Total expenses
- $175,639,189
- Net increase / (decrease)
- $34,624,722
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Wisconsin | N/A | $3,457,069 | $0 | 2023 |
| Benesys | N/A | $1,894,715 | not reported in the loaded dataset | 2023 |
| Case Management Specialist, Inc. | N/A | $968,675 | not reported in the loaded dataset | 2023 |
| Optum Rx | N/A | $354,729 | $0 | 2023 |
| Rreef America L.L.C. | N/A | $287,036 | $0 | 2023 |
| Zelis Payments Holdings, LLC | N/A | $257,879 | $0 | 2023 |
| The Segal Company (Midwest), Inc | N/A | $249,746 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | N/A | $242,269 | not reported in the loaded dataset | 2023 |
| Industry Fund Management Pty Ltd | N/A | $196,145 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc | N/A | $142,914 | not reported in the loaded dataset | 2023 |
| Construction Business Group | AFFILIATED ORGANIZATON | $141,030 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc | N/A | $130,216 | not reported in the loaded dataset | 2023 |
| Iuoe Local 139 | AFFILIATED LABOR ORGANIZA | $90,974 | not reported in the loaded dataset | 2023 |
| Sommers And Farhnrenbach | N/A | $90,732 | not reported in the loaded dataset | 2023 |
| Beach Point Capital Management Lp | N/A | $86,618 | $0 | 2023 |
| Foundry Partners, LLC | N/A | $81,785 | $0 | 2023 |
| Us Bank | N/A | $64,510 | $0 | 2023 |
| Reinhart Boerner Van Deuren | N/A | $62,897 | not reported in the loaded dataset | 2023 |
| Ccsap | N/A | $57,488 | not reported in the loaded dataset | 2023 |
| Ontech Systems Inc | N/A | $55,849 | not reported in the loaded dataset | 2023 |
| Blackstone | N/A | $54,707 | $0 | 2023 |
| Marquette Associates | N/A | $48,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | N/A | $36,075 | not reported in the loaded dataset | 2023 |
| State Bank Of The Lakes | N/A | $25,737 | not reported in the loaded dataset | 2023 |
| Smart Data Solutions | N/A | $18,354 | not reported in the loaded dataset | 2023 |
| Segal Select Ins Services, Inc. | N/A | $0 | $14,030 | 2023 |
| Burton & Mayer | N/A | $8,132 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operating Engineers Local 139 Health Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Pewaukee, WI
- Blue Cross Blue Shield Of Wisconsin — Schedule C compensation
- Benesys — Schedule C compensation
- Case Management Specialist, Inc. — Schedule C compensation
- Optum Rx — Schedule C compensation
- Rreef America L.L.C. — Schedule C compensation
- Zelis Payments Holdings, LLC — Schedule C compensation
- The Segal Company (Midwest), Inc — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Industry Fund Management Pty Ltd — Schedule C compensation
- National Investment Services, Inc — Schedule C compensation
- Construction Business Group — Schedule C compensation
- Sierra Investment Partners, Inc — Schedule C compensation
- Iuoe Local 139 — Schedule C compensation
- Sommers And Farhnrenbach — Schedule C compensation
- Beach Point Capital Management Lp — Schedule C compensation
- Foundry Partners, LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Reinhart Boerner Van Deuren — Schedule C compensation
- Ccsap — Schedule C compensation
- Ontech Systems Inc — Schedule C compensation
- Blackstone — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- State Bank Of The Lakes — Schedule C compensation
- Smart Data Solutions — Schedule C compensation
- Segal Select Ins Services, Inc. — Schedule C compensation
- Burton & Mayer — Schedule C compensation