Operating Engineers' Local No. 428 Health And Welfare Trust Fund — Form 5500 plan (Operating Engineers' Local No. 428 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 No. 428 Health And Welfare Trust Fund is a benefit plan reported by Operating Engineers' Local No. 428 Health And Welfare Trust Fund under EIN 86-6025730 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,558 participants and $62,647,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operating Engineers' Local No. 428 Health And Welfare Trust Fund
- EIN
- 86-6025730
- Plan number
- 501
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 1,558
- End-of-year plan assets
- $62,647,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,558 | H, C | 20250714190354NAL0001087923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,647,528
- Total liabilities (EOY)
- $13,002,849
- Net assets (EOY)
- $49,644,679
- Net assets (BOY)
- $36,533,649
Income & contributions
- Employer contributions
- $23,914,476
- Participant contributions
- $70,448
- Total contributions
- $23,984,924
- Total income / additions
- $33,306,893
Expenses & distributions
- Benefits paid
- $18,644,211
- Administrative expenses
- $1,551,652
- Total expenses
- $20,195,863
- Net increase / (decrease)
- $13,111,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE OTHER THAN CONTRACT | $863,030 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $290,631 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE OTHER THAN CONTRACT | $106,412 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE OTHER THAN CONTRACT | $76,915 | not reported in the loaded dataset | 2023 |
| Spencer Fane | NONE OTHER THAN CONTRACT | $37,855 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE OTHER THAN CONTRACT | $34,900 | not reported in the loaded dataset | 2023 |
| Verus | NONE OTHER THAN CONTRACT | $33,480 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Brokerage | NONE OTHER THAN CONTRACT | $22,690 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $17,623 | not reported in the loaded dataset | 2023 |
| Letterstream | NONE OTHER THAN CONTRACT | $12,538 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operating Engineers' Local No. 428 Health And Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Blue Cross Blue Shield — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- The Segal Company — Schedule C compensation
- Delta Dental — Schedule C compensation
- Spencer Fane — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Verus — Schedule C compensation
- Segal Select Insurance Brokerage — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Letterstream — Schedule C compensation