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Original filing (PDF)20250408202507NAL0018764497001
BOARD OF TRUSTEES, OPERATING ENGINEERS HEALTH AND
Form 5500
FILING_RECEIVED
OPERATING ENGINEERS HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 3
~1300 bps in Sched C feesNo recordkeeper disclosed19 service providers
Active participants
12,726
Accounts w/ balance
—
Plan assets (EOY)
$147.5M
Net assets (EOY)
-$52.9M
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 1300 bps in Schedule C fees — 12895% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, OPERATING ENGINEERS HEALTH AND.
Plan sponsor
Name
BOARD OF TRUSTEES, OPERATING ENGINEERS HEALTH AND
DBA
WELFARE FUND
EIN
95-6034886
Address
100 CORSON ST STE 100 · PASADENA, CA · 91103
Phone
(626) 356-1000
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-08
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
19 rowsOther
19| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPERATING ENGINEERS FUNDS, INC. | 95-2694167 | — | ADMIN. REIMB. | $14.1M | — |
| ANTHEM BLUE CROSS LIFE & HEALTH INS | 95-4331852 | — | NONE | $2.7M | — |
| LAQUER URBAN CLIFFORD & HODGE LLP | 95-4047729 | — | NONE | $528K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $424K | — |
| CARELON BEHAVIORAL HEALTH, INC. | 54-1414194 | — | NONE | $231K | — |
| VISION SERVICE PLAN | 94-1632821 | — | NONE | $191K | — |
| THE SEGAL COMPANY (WEST ST), INC. | 94-1503999 | — | NONE | $175K | — |
| HEALTH MANAGEMENT SYSTEMS | 13-2770433 | — | NONE | $157K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $149K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $96K | — |
| JACK V. TUNZI DDS INC | 95-4826844 | — | NONE | $68K | — |
| WELLS FARGO BANK | 41-0449260 | — | NONE | $63K | — |
| EDI HEALTH GROUP | 90-0117186 | — | NONE | $60K | — |
| LAW OFFICE OF CARROLL & SCULLY INC | 94-2690827 | — | NONE | $57K | — |
| ACCRETIVE GLOBAL INS SVCS DBA PART | 85-3689655 | — | NONE | $53K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $18K | — |
| HUTCHINSON AND BLOODGOOD LLP | 95-0858589 | — | NONE | $14K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $13K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $5K | — |
Investments
3 pooled funds· $30.5M(21% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NIS PREFERRED STOCK FUND II, LLC NATIONAL INVESTMENT SERVICES, INC. · EIN 16-1626084 / PN 002 | Common Collective Trust | $23.4M | 15.8% |
| NIS SHORT DURATION HIGH YIELD FD LL NATIONAL INVESTMENT SERVICES, INC. · EIN 46-2057809 / PN 001 | Common Collective Trust | $3.7M | 2.5% |
| NIS TOTAL ABSOLUTE RETURN FUND, LLC NATIONAL INVESTMENT SERVICES, INC. · EIN 45-4783986 / PN 001 | Common Collective Trust | $3.4M | 2.3% |