Laborers & Operating Engineers Utility Agreement Health & Welfare Trust Fund — Form 5500 plan (Board Of Trustees Laborers And Op Engineers Agreement H&W 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, Laborers & Operating Engineers Utility Agreement Health & Welfare Trust Fund is a benefit plan reported by Board Of Trustees Laborers And Op Engineers Agreement H&W Trust Fund under EIN 86-0576428 and plan number 501. The latest loaded filing year is 2023. The filing reports 911 participants and $7,817,668 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Laborers And Op Engineers Agreement H&W Trust Fund
- EIN
- 86-0576428
- Plan number
- 501
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 911
- End-of-year plan assets
- $7,817,668
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 911 | H, C | 20241015152026NAL0030142769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,817,668
- Total liabilities (EOY)
- $2,425,985
- Net assets (EOY)
- $5,391,683
- Net assets (BOY)
- $3,936,499
Income & contributions
- Employer contributions
- $5,566,360
- Participant contributions
- $9,561
- Total contributions
- $5,575,921
- Total income / additions
- $5,870,170
Expenses & distributions
- Benefits paid
- $4,062,226
- Administrative expenses
- $352,760
- Total expenses
- $4,414,986
- Net increase / (decrease)
- $1,455,184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health & Life | NONE | $275,671 | $0 | 2023 |
| Southwest Service Admin | NONE | $169,281 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $98,181 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Brokerage | NONE | $18,831 | not reported in the loaded dataset | 2023 |
| Weinberg Roger & Rosenfeld | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| J & R Graphics | NONE | $11,725 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE | $8,500 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $8,404 | not reported in the loaded dataset | 2023 |
| Letterstream | NONE | $6,230 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Laborers And Op Engineers Agreement H&W Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Cigna Health & Life — Schedule C compensation
- Southwest Service Admin — Schedule C compensation
- The Segal Company — Schedule C compensation
- Segal Select Insurance Brokerage — Schedule C compensation
- Weinberg Roger & Rosenfeld — Schedule C compensation
- J & R Graphics — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Letterstream — Schedule C compensation