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Original filing (PDF)20240412112344NAL0003689826002
OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND
Form 5500
FILING_RECEIVED
OPERATING ENGINEERS LOCAL 825 RETIREE WELFARE FUND
Health & welfare plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND.
Plan sponsor
Name
OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND
EIN
22-6033381
Address
65 SPRINGFIELD AVENUE, SECOND FLOOR · SPRINGFIELD, NJ · 07081
Phone
(973) 921-1661
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-04-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IUOE LOCAL 825 WELFARE PLAN | 22-6033381 | — | AFFILIATE | $1.1M | — |
| HORIZON HEALTH CARE SERVICES, INC | 22-0999690 | — | NONE | $48K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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