Operating Engineers Public And Miscellaneous Employees Health And Welfare Trust Fund — Form 5500 plan (Operating Engineers Public And Misc Employees Health & Welfare Trust F)
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 Public And Miscellaneous Employees Health And Welfare Trust Fund is a benefit plan reported by Operating Engineers Public And Misc Employees Health & Welfare Trust F under EIN 94-2567865 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,063 participants and $23,450,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Operating Engineers Public And Misc Employees Health & Welfare Trust F
- EIN
- 94-2567865
- Plan number
- 501
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 1,063
- End-of-year plan assets
- $23,450,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,063 | H, C | 20241015203550NAL0015380611005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,450,253
- Total liabilities (EOY)
- $6,276,466
- Net assets (EOY)
- $17,173,787
- Net assets (BOY)
- $15,596,447
Income & contributions
- Employer contributions
- $17,123,705
- Participant contributions
- $710,639
- Total contributions
- $17,834,344
- Total income / additions
- $18,560,245
Expenses & distributions
- Benefits paid
- $15,443,798
- Administrative expenses
- $1,539,107
- Total expenses
- $16,982,905
- Net increase / (decrease)
- $1,577,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $360,691 | not reported in the loaded dataset | 2023 |
| Anthem - Prudent Buyer | NONE | $167,712 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $119,596 | $37,187 | 2023 |
| Mike Mccall | EMPLOYEE | $148,286 | not reported in the loaded dataset | 2023 |
| Zelis | NONE | $103,183 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $80,225 | not reported in the loaded dataset | 2023 |
| Delta Dental Of California | NONE | $69,249 | not reported in the loaded dataset | 2023 |
| Boehm And Associates | NONE | $21,847 | $22,851 | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $43,708 | not reported in the loaded dataset | 2023 |
| Eide Bailly, Llp | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Optum Rx | PHARMACY BENEFIT MGMT. | $29,170 | $0 | 2023 |
| Anthem Blue Cross Of Ca | NONE | $25,602 | not reported in the loaded dataset | 2023 |
| Denver Management Advisors Inc | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $16,657 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $15,000 | $0 | 2023 |
| Vision Service Plan | NONE | $14,181 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $11,404 | not reported in the loaded dataset | 2023 |
| Operating Engineers Local 3 | PARTY IN INTEREST | $9,858 | not reported in the loaded dataset | 2023 |
| Austris Rungis | TRUSTEE | $8,339 | not reported in the loaded dataset | 2023 |
| Tim Neep | TRUSTEE | $6,058 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance | NONE | $0 | $5,859 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Operating Engineers Public And Misc Employees Health & Welfare Trust F
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Zenith American Solutions — Schedule C compensation
- Anthem - Prudent Buyer — Schedule C compensation
- Segal Company — Schedule C compensation
- Mike Mccall — Schedule C compensation
- Zelis — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Delta Dental Of California — Schedule C compensation
- Boehm And Associates — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Eide Bailly, Llp — Schedule C compensation
- Optum Rx — Schedule C compensation
- Anthem Blue Cross Of Ca — Schedule C compensation
- Denver Management Advisors Inc — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Operating Engineers Local 3 — Schedule C compensation
- Austris Rungis — Schedule C compensation
- Tim Neep — Schedule C compensation
- Stephen Horn Insurance — Schedule C compensation