Agc - International Union Of Operating Engineers Local 701 Health & Welfare Trust Fund — Form 5500 plan (Board Of Trustees, Agc-Iuoe Local 701 Health & 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, Agc - International Union Of Operating Engineers Local 701 Health & Welfare Trust Fund is a benefit plan reported by Board Of Trustees, Agc-Iuoe Local 701 Health & Welfare Trust Fund under EIN 93-6022485 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,249 participants and $78,671,413 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Agc-Iuoe Local 701 Health & Welfare Trust Fund
- EIN
- 93-6022485
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 2,249
- End-of-year plan assets
- $78,671,413
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,249 | H, C | 20241015183008NAL0030632465002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,671,413
- Total liabilities (EOY)
- $12,268,322
- Net assets (EOY)
- $66,403,091
- Net assets (BOY)
- $64,176,468
Income & contributions
- Employer contributions
- $33,150,315
- Participant contributions
- $107,294
- Total contributions
- $33,257,609
- Total income / additions
- $37,057,972
Expenses & distributions
- Benefits paid
- $32,686,880
- Administrative expenses
- $2,144,469
- Total expenses
- $34,831,349
- Net increase / (decrease)
- $2,226,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin Services | THIRD PARTY ADMIN | $907,972 | not reported in the loaded dataset | 2023 |
| Premera | CLAIMS PROCESSING | $606,226 | not reported in the loaded dataset | 2023 |
| Brwn& Brwn Of Wa Dba Dimartino Assc | PLAN CONSULTANT | $120,000 | not reported in the loaded dataset | 2023 |
| Quest Investments Mgmt Inc | INVESTMENT MANAGER | $87,920 | not reported in the loaded dataset | 2023 |
| Agc-Iuoe Local 701 Training Trust | PAYROLL AUDIT/DELINQUENCY | $75,671 | not reported in the loaded dataset | 2023 |
| Medical Rehabilitation Consultants | CASE MANAGEMENT | $52,734 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morles & Josphson | LEGAL COUNSEL | $47,303 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | CLAIMS ADMINISTRATOR | $31,532 | not reported in the loaded dataset | 2023 |
| Bjorklund & Montplaisir | AUDITOR | $18,180 | not reported in the loaded dataset | 2023 |
| Bank Of America | BANKING SERVICES | $12,888 | not reported in the loaded dataset | 2023 |
| Change Healthcare | CLAIMS SERVICES | $12,112 | not reported in the loaded dataset | 2023 |
| Penn Capital Management | INVESTMENT MANAGER | $7,709 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | INVESTMENT MONITOR | $7,546 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | INVESTMENT CUSTODIAN | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Agc-Iuoe Local 701 Health & Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare & Pension Admin Services — Schedule C compensation
- Premera — Schedule C compensation
- Brwn& Brwn Of Wa Dba Dimartino Assc — Schedule C compensation
- Quest Investments Mgmt Inc — Schedule C compensation
- Agc-Iuoe Local 701 Training Trust — Schedule C compensation
- Medical Rehabilitation Consultants — Schedule C compensation
- Barlow Coughran Morles & Josphson — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- Bank Of America — Schedule C compensation
- Change Healthcare — Schedule C compensation
- Penn Capital Management — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Amalgamated Bank — Schedule C compensation