Operating Engineers Health And Welfare Trust Fund — Form 5500 plan (Board Of Trustees, Operating Engineers Health)
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 Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees, Operating Engineers Health under EIN 94-2784001 and plan number 501. The latest loaded filing year is 2023. The filing reports 17,878 participants and $805,216,624 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Operating Engineers Health
- EIN
- 94-2784001
- Plan number
- 501
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 17,878
- End-of-year plan assets
- $805,216,624
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,878 | H, C | 20241014112505NAL0013198099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $805,216,624
- Total liabilities (EOY)
- $253,322,063
- Net assets (EOY)
- $551,894,561
- Net assets (BOY)
- $485,336,245
Income & contributions
- Employer contributions
- $304,606,196
- Participant contributions
- $1,383,775
- Total contributions
- $305,989,971
- Total income / additions
- $356,710,131
Expenses & distributions
- Benefits paid
- $278,116,675
- Administrative expenses
- $12,035,140
- Total expenses
- $290,151,815
- Net increase / (decrease)
- $66,558,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $5,454,054 | not reported in the loaded dataset | 2023 |
| Multi-Plan Services Agency, Inc. | NONE | $2,301,670 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $712,621 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc. | NONE | $466,584 | $0 | 2023 |
| Medexpert International Inc. | NONE | $464,770 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $440,514 | not reported in the loaded dataset | 2023 |
| Boehm & Associates | NONE | $0 | $261,635 | 2023 |
| Income Research & Management | NONE | $251,930 | not reported in the loaded dataset | 2023 |
| Assistance Recovery Program | NONE | $227,207 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company | NONE | $225,228 | not reported in the loaded dataset | 2023 |
| Saltzman And Johnson | NONE | $130,441 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $95,700 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $74,321 | $9,709 | 2023 |
| Mailrite Print & Mail, Inc. | NONE | $74,775 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $73,517 | $0 | 2023 |
| Anthem Blue Cross Life | NONE | $72,029 | not reported in the loaded dataset | 2023 |
| Engineers Publishing | NONE | $34,884 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Svcs | NONE | $0 | $10,984 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Operating Engineers Health
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Zenith American Solutions — Schedule C compensation
- Multi-Plan Services Agency, Inc. — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Optumrx, Inc. — Schedule C compensation
- Medexpert International Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Boehm & Associates — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Assistance Recovery Program — Schedule C compensation
- Mcmorgan & Company — Schedule C compensation
- Saltzman And Johnson — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Mailrite Print & Mail, Inc. — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Anthem Blue Cross Life — Schedule C compensation
- Engineers Publishing — Schedule C compensation
- Stephen Horn Insurance Svcs — Schedule C compensation