Trustees of Operating Engineers Local 148 Health's EIN is 43-6058032.
Download the official 2024 Form 5500 (PDF) for Trustees of Operating Engineers Local 148 Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trustees of Operating Engineers Local 148 Health's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUM RX INC. | 33-0441200 | — | NONE | $1.2M | — |
| OPERATING ENGINEERS LOCAL 148 | 37-0447914 | — | UNION HALL | $131K | — |
| MERITAIN HEALTH | 16-1264154 | — | NONE | $46K | — |
| BURR OAK CONSULTING LLC | 82-3420174 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond | Mutual Funds | — | $1.1M | $1.1M | 19.1% | |
| Vanguard Value ETF | Mutual Funds | — | $564K | $637K | 11.0% | |
| Vanguard Short Term | Mutual Funds | — | $613K | $612K | 10.6% | |
| Vanguard Intermediate | Mutual Funds | — | $594K | $595K | 10.3% | |
| Vanguard Short-Term Bond | Mutual Funds | — | $519K | $522K | 9.0% | |
| Vanguard FTSE Developed | Mutual Funds | — | $353K | $360K | 6.3% | |
| Vanguard Growth ETF | Mutual Funds | — | $259K | $331K | 5.7% | |
| Enterprise Checking | Other securities | — | $188K | $188K | 3.3% | |
| Vanguard Small Cap Value | Mutual Funds | — | $164K | $184K | 3.2% | |
| Vanguard FTSE Emerging | Mutual Funds | — | $165K | $183K | 3.2% | |
| Vanguard Mid Cap Value | Mutual Funds | — | $141K | $160K | 2.8% | |
| Vanguard Real Estate | Mutual Funds | — | $141K | $147K | 2.6% | |
| Vanguard Small Cap | Mutual Funds | — | $94K | $110K | 1.9% | |
| Schwab Government Money | Mutual Funds | — | $109K | $109K | 1.9% | |
| Charles Schwab Bank | Mutual Funds | — | $36K | $36K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $39K |
| — |
| ANDERS | 43-0831507 | — | NONE | $33K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $25K | — |
| HAMMOND AND SHINNERS, PC | 43-1164305 | — | NONE | $18K | — |
