Operating Engineers Local Union No. 147 Health Fund — Form 5500 plan (Bd Of Trustees-Operating Engineers Local Union No. 147 Health 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 Union No. 147 Health Fund is a benefit plan reported by Bd Of Trustees-Operating Engineers Local Union No. 147 Health Fund under EIN 54-6079967 and plan number 501. The latest loaded filing year is 2023. The filing reports 622 participants and $10,545,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees-Operating Engineers Local Union No. 147 Health Fund
- EIN
- 54-6079967
- Plan number
- 501
- Plan type
- 1
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 622
- End-of-year plan assets
- $10,545,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 622 | H, C | 20250515131508NAL0044634674002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,545,610
- Total liabilities (EOY)
- $1,278,518
- Net assets (EOY)
- $9,267,092
- Net assets (BOY)
- $7,780,024
Income & contributions
- Employer contributions
- $8,661,400
- Participant contributions
- $314,740
- Total contributions
- $8,976,140
- Total income / additions
- $10,379,013
Expenses & distributions
- Benefits paid
- $8,290,897
- Administrative expenses
- $601,048
- Total expenses
- $8,891,945
- Net increase / (decrease)
- $1,487,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem | NONE | $351,393 | $0 | 2023 |
| Southern Benefit Administrators | NONE | $153,943 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $15,925 | not reported in the loaded dataset | 2023 |
| Richmond Capital Management | NONE | $15,697 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $7,090 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees-Operating Engineers Local Union No. 147 Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Anthem — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Richmond Capital Management — Schedule C compensation
- Regions Bank — Schedule C compensation