Operating Engineers Local 474 Health & Welfare Fund — Form 5500 plan (Operating Engineers Local 474 Health & Welfare 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 474 Health & Welfare Fund is a benefit plan reported by Operating Engineers Local 474 Health & Welfare Fund under EIN 58-6066594 and plan number 501. The latest loaded filing year is 2023. The filing reports 289 participants and $12,424,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operating Engineers Local 474 Health & Welfare Fund
- EIN
- 58-6066594
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 289
- End-of-year plan assets
- $12,424,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20250413174507NAL0000346883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,424,955
- Total liabilities (EOY)
- $510,703
- Net assets (EOY)
- $11,914,252
- Net assets (BOY)
- $12,133,654
Income & contributions
- Employer contributions
- $3,391,147
- Participant contributions
- $42,120
- Total contributions
- $3,433,267
- Total income / additions
- $4,149,009
Expenses & distributions
- Benefits paid
- $4,063,074
- Administrative expenses
- $305,337
- Total expenses
- $4,368,411
- Net increase / (decrease)
- -$219,402
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $124,000 | not reported in the loaded dataset | 2023 |
| Anthem Bluecross Blueshield Of Ga | NONE | $113,728 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $18,286 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $11,150 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Stranch, Jennings & Garvey Pllc | NONE | $1,730 | not reported in the loaded dataset | 2023 |
| Mutual Fund | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operating Engineers Local 474 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Anthem Bluecross Blueshield Of Ga — Schedule C compensation
- National Investment Services — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Stranch, Jennings & Garvey Pllc — Schedule C compensation
- Mutual Fund — Schedule C compensation