Operating Engineers Local #234 Health And Welfare Trust Fund — Form 5500 plan (Operating Engineers Local #234 Health And Welfare Trust 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 #234 Health And Welfare Trust Fund is a benefit plan reported by Operating Engineers Local #234 Health And Welfare Trust Fund under EIN 51-0141783 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,112 participants and $64,278,227 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operating Engineers Local #234 Health And Welfare Trust Fund
- EIN
- 51-0141783
- Plan number
- 501
- Plan type
- 1
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- 2,112
- End-of-year plan assets
- $64,278,227
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,112 | H, C | 20250213143454NAL0012624451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,278,227
- Total liabilities (EOY)
- $23,320,008
- Net assets (EOY)
- $40,958,219
- Net assets (BOY)
- $39,595,649
Income & contributions
- Employer contributions
- $23,589,893
- Participant contributions
- $1,656,206
- Total contributions
- $25,246,099
- Total income / additions
- $28,971,209
Expenses & distributions
- Benefits paid
- $25,705,016
- Administrative expenses
- $1,903,623
- Total expenses
- $27,608,639
- Net increase / (decrease)
- $1,362,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellmark, Inc. | NONE | $995,261 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $375,179 | not reported in the loaded dataset | 2023 |
| Employee Fringes Audit Company | NONE | $193,100 | not reported in the loaded dataset | 2023 |
| Dickinson, Mackaman, Tyler & Hagen | NONE | $121,527 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $63,970 | not reported in the loaded dataset | 2023 |
| Fiducient | NONE | $62,330 | not reported in the loaded dataset | 2023 |
| Uhy, Llp | NONE | $35,750 | not reported in the loaded dataset | 2023 |
| Community State Bank | NONE | $21,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operating Engineers Local #234 Health And Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- Wellmark, Inc. — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Employee Fringes Audit Company — Schedule C compensation
- Dickinson, Mackaman, Tyler & Hagen — Schedule C compensation
- The Segal Company — Schedule C compensation
- Fiducient — Schedule C compensation
- Uhy, Llp — Schedule C compensation
- Community State Bank — Schedule C compensation