Operating Engineers' Local 324 Health Care Plan — Form 5500 plan (Joint Board Of Trustees, Operating Engineers Local 324)
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 324 Health Care Plan is a benefit plan reported by Joint Board Of Trustees, Operating Engineers Local 324 under EIN 38-1940673 and plan number 501. The latest loaded filing year is 2023. The filing reports 10,917 participants and $136,633,680 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees, Operating Engineers Local 324
- EIN
- 38-1940673
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 10,917
- End-of-year plan assets
- $136,633,680
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,917 | H, C | 20250217151642NAL0001715265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $136,633,680
- Total liabilities (EOY)
- $104,508,004
- Net assets (EOY)
- $32,125,676
- Net assets (BOY)
- $33,406,090
Income & contributions
- Employer contributions
- $135,438,940
- Participant contributions
- $20,040,037
- Total contributions
- $155,478,977
- Total income / additions
- $161,488,636
Expenses & distributions
- Benefits paid
- $156,506,554
- Administrative expenses
- $6,262,496
- Total expenses
- $162,769,050
- Net increase / (decrease)
- -$1,280,414
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE KNOWN | $2,610,100 | $0 | 2023 |
| Delta Dental Of Michigan | NONE KNOWN | $448,752 | not reported in the loaded dataset | 2023 |
| Optum Rx Inc. | NONE KNOWN | $347,071 | $83,286 | 2023 |
| Solxsys Administrative Solutions | NONE KNOWN | $296,895 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $168,525 | not reported in the loaded dataset | 2023 |
| Stefansky, Holloway & Nichols, Inc. | NONE KNOWN | $139,208 | not reported in the loaded dataset | 2023 |
| Weisman, Young & Ruemenapp, P.C. | NONE KNOWN | $133,545 | not reported in the loaded dataset | 2023 |
| Benefits Partner LLC Dba Salus Grp | NONE KNOWN | $111,000 | $0 | 2023 |
| Diane E Pizzo | EMPLOYEE | $90,240 | not reported in the loaded dataset | 2023 |
| National Invstmnt Services Of Amer | NONE KNOWN | $74,903 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co. | NONE KNOWN | $71,713 | not reported in the loaded dataset | 2023 |
| Vandi Christie | EMPLOYEE | $65,663 | not reported in the loaded dataset | 2023 |
| Stephanie Lupa | EMPLOYEE | $62,195 | not reported in the loaded dataset | 2023 |
| Dominique Policicchio | EMPLOYEE | $53,453 | not reported in the loaded dataset | 2023 |
| Construction Industry Resources Inc | NONE KNOWN | $47,500 | not reported in the loaded dataset | 2023 |
| Morgan Ottenbacher | EMPLOYEE | $46,501 | not reported in the loaded dataset | 2023 |
| Emily M Weeks | EMPLOYEE | $44,297 | not reported in the loaded dataset | 2023 |
| Timothy Lalonde | EMPLOYEE | $38,698 | not reported in the loaded dataset | 2023 |
| Asher Kelly | NONE KNOWN | $36,795 | not reported in the loaded dataset | 2023 |
| Melanie Ann Mc Laren-Garcia | EMPLOYEE | $36,175 | not reported in the loaded dataset | 2023 |
| Patricia K Devaney | EMPLOYEE | $35,972 | not reported in the loaded dataset | 2023 |
| Novara Tesija Catenacci Mcdonald & | NONE KNOWN | $35,321 | not reported in the loaded dataset | 2023 |
| Chadwick Capanda | EMPLOYEE | $31,498 | not reported in the loaded dataset | 2023 |
| Brian Ganton | EMPLOYEE | $31,029 | not reported in the loaded dataset | 2023 |
| Shayveon Gissendanner | EMPLOYEE | $29,310 | not reported in the loaded dataset | 2023 |
| Brian Tatman | EMPLOYEE | $29,176 | not reported in the loaded dataset | 2023 |
| Zenwork, Inc. | NONE KNOWN | $24,334 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE KNOWN | $21,834 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE KNOWN | $21,622 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE KNOWN | $19,814 | $0 | 2023 |
| Ebix Inc. | NONE KNOWN | $18,199 | not reported in the loaded dataset | 2023 |
| Quadient, Inc. | NONE KNOWN | $16,180 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE KNOWN | $9,500 | not reported in the loaded dataset | 2023 |
| Corrigan Record Storage, LLC | NONE KNOWN | $8,895 | not reported in the loaded dataset | 2023 |
| Paychex Of New York LLC | NONE KNOWN | $6,241 | not reported in the loaded dataset | 2023 |
| Victory Capital Management Inc. | NONE KNOWN | $5,614 | $0 | 2023 |
| Applied Innovation | NONE KNOWN | $5,268 | not reported in the loaded dataset | 2023 |
| Maddin, Hauser, Roth & Heller | NONE KNOWN | $5,213 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees, Operating Engineers Local 324
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Delta Dental Of Michigan — Schedule C compensation
- Optum Rx Inc. — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Stefansky, Holloway & Nichols, Inc. — Schedule C compensation
- Weisman, Young & Ruemenapp, P.C. — Schedule C compensation
- Benefits Partner LLC Dba Salus Grp — Schedule C compensation
- Diane E Pizzo — Schedule C compensation
- National Invstmnt Services Of Amer — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation
- Vandi Christie — Schedule C compensation
- Stephanie Lupa — Schedule C compensation
- Dominique Policicchio — Schedule C compensation
- Construction Industry Resources Inc — Schedule C compensation
- Morgan Ottenbacher — Schedule C compensation
- Emily M Weeks — Schedule C compensation
- Timothy Lalonde — Schedule C compensation
- Asher Kelly — Schedule C compensation
- Melanie Ann Mc Laren-Garcia — Schedule C compensation
- Patricia K Devaney — Schedule C compensation
- Novara Tesija Catenacci Mcdonald & — Schedule C compensation
- Chadwick Capanda — Schedule C compensation
- Brian Ganton — Schedule C compensation
- Shayveon Gissendanner — Schedule C compensation
- Brian Tatman — Schedule C compensation
- Zenwork, Inc. — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Ebix Inc. — Schedule C compensation
- Quadient, Inc. — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Corrigan Record Storage, LLC — Schedule C compensation
- Paychex Of New York LLC — Schedule C compensation
- Victory Capital Management Inc. — Schedule C compensation
- Applied Innovation — Schedule C compensation
- Maddin, Hauser, Roth & Heller — Schedule C compensation