Locals 302 & 612 Intl Union Of Operating Engineers Const. Ind. Health And Security Plan — Form 5500 plan (Board Of Trustees, Lo 302 & 612 Intl Union Of Oper)
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, Locals 302 & 612 Intl Union Of Operating Engineers Const. Ind. Health And Security Plan is a benefit plan reported by Board Of Trustees, Lo 302 & 612 Intl Union Of Oper under EIN 91-6028570 and plan number 501. The latest loaded filing year is 2023. The filing reports 11,375 participants and $327,315,925 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$182MPlan net assets, end of year$181,958,361
Participants11.4KCovered participants reported11,375
Assets / participant$28.8KComputed: assets ÷ participants$28,775 (computed)
Provider compensation$47.4M22 Schedule C provider row(s)$47,372,734
- Plan sponsor
- Board Of Trustees, Lo 302 & 612 Intl Union Of Oper
- EIN
- 91-6028570
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
How to read this plan profile
- Net assets = total assets minus total liabilities, end of year (Schedule H/I).
- Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
- Schedule chips (Sch H / I / C) show which schedules each filing includes.
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$327.3M total assets
Net assets$182MLiabilities$145.4M
Full reported line items
Net assets
- Total assets (EOY)
- $327,315,925
- Total liabilities (EOY)
- $145,357,564
- Net assets (EOY)
- $181,958,361
- Net assets (BOY)
- $187,487,436
Income & contributions
- Employer contributions
- $151,635,909
- Participant contributions
- $17,878,911
- Total contributions
- $169,514,820
- Total income / additions
- $191,240,903
Expenses & distributions
- Benefits paid
- $193,681,643
- Administrative expenses
- $3,088,335
- Total expenses
- $196,769,978
- Net increase / (decrease)
- -$5,529,075
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
89%
Employer 89%Participant 11%
Total expenses ÷ net assets108%Computed ratio
Benefits paid ÷ total income101%Computed ratio
Provider comp. ÷ net assets26%Computed ratio
Schedule C
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
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Frequently asked questions
- Who sponsors the Locals 302 & 612 Intl Union Of Operating Engineers Const. Ind. Health And Security Plan?
- Locals 302 & 612 Intl Union Of Operating Engineers Const. Ind. Health And Security Plan is reported as sponsored by Board Of Trustees, Lo 302 & 612 Intl Union Of Oper (EIN 91-6028570, plan number 501) in public Form 5500 filings.
- What is the most recent Form 5500 filing year for Locals 302 & 612 Intl Union Of Operating Engineers Const. Ind. Health And Security Plan?
- The latest Form 5500 filing year loaded for Locals 302 & 612 Intl Union Of Operating Engineers Const. Ind. Health And Security Plan is 2023.
- How many participants does Locals 302 & 612 Intl Union Of Operating Engineers Const. Ind. Health And Security Plan report?
- Locals 302 & 612 Intl Union Of Operating Engineers Const. Ind. Health And Security Plan reports 11,375 participants in its latest loaded Form 5500 filing.
- What are the reported plan assets for Locals 302 & 612 Intl Union Of Operating Engineers Const. Ind. Health And Security Plan?
- Locals 302 & 612 Intl Union Of Operating Engineers Const. Ind. Health And Security Plan reports $327,315,925 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
- Form 5500
- The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
- Schedule H
- The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
- Schedule I
- The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
- Schedule C
- Reports compensation paid to the plan’s service providers — both direct and indirect.
- Net assets
- Total assets minus total liabilities at the end of the year — what the plan holds for participants.
- Employer / participant contributions
- Money contributed to the plan by the employer and by participants during the year.
Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Lo 302 & 612 Intl Union Of Oper
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
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