2023 Form 5500 filing — Midwest Operating Engineers Retiree Welfare Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014160456NAL0046739360001) for Midwest Operating Engineers Retiree Welfare Plan, reported by Board Of Trustees Midwest Operating Engineers Retiree Welfare Plan under EIN 37-1752023 and plan number 502. It reports 8,282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160456NAL0046739360001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Midwest Operating Engineers Retiree Welfare Plan
- EIN
- 37-1752023
- Plan number
- 502
- Location
- Countryside, IL
- Participants
- 8,282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,165,395,208
- Total liabilities (EOY)
- $21,320,840
- Net assets (EOY)
- $1,144,074,368
- Employer contributions
- $167,019,842
- Participant contributions
- $37,882,177
- Total income / additions
- $319,252,629
- Benefits paid
- $169,108,014
- Administrative expenses
- $5,775,777
- Total expenses
- $174,883,791
- Net increase / (decrease)
- $144,368,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Corporate Health Dimensions | NONE | $1,629,190 | not reported in the loaded dataset |
| Bluecross Blueshield Of Illinois | NONE | $936,849 | $0 |
| Everside Health LLC | NONE | $627,919 | not reported in the loaded dataset |
| Red Card Systems, LLC | NONE | $263,346 | not reported in the loaded dataset |
| Moe It Service Corporation | RELATED ORGANIZATION | $251,172 | not reported in the loaded dataset |
| Robert W. Baird & Co. | NONE | $201,409 | not reported in the loaded dataset |
| Delta Dental Of Illinois | NONE | $179,119 | not reported in the loaded dataset |
| Foundry Partners | NONE | $158,163 | $0 |
| Change Healthcare Solutions | NONE | $133,250 | $0 |
| Ucs Holdings | NONE | $130,172 | not reported in the loaded dataset |
| Accretive Global Insurance Services | NONE | $97,857 | not reported in the loaded dataset |
| Tracy Biela | EMPLOYEE | $94,840 | not reported in the loaded dataset |
| The Segal Company | NONE | $94,422 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $87,013 | not reported in the loaded dataset |
| Anna Bozich | EMPLOYEE | $83,412 | not reported in the loaded dataset |
| Institute For Worker Welfare | RELATED ORGANIZATION | $75,467 | not reported in the loaded dataset |
| Kelsie Peceny | EMPLOYEE | $69,471 | not reported in the loaded dataset |
| Kathleen Austin | EMPLOYEE | $68,980 | not reported in the loaded dataset |
| Jennifer Meister | EMPLOYEE | $64,818 | not reported in the loaded dataset |
| Tanya Reed | EMPLOYEE | $64,360 | not reported in the loaded dataset |
| Diane Pierson | EMPLOYEE | $64,266 | not reported in the loaded dataset |
| Marion Mcinturff | EMPLOYEE | $63,529 | not reported in the loaded dataset |
| Mary Davis | EMPLOYEE | $62,905 | not reported in the loaded dataset |
| Absolute Solutions LLC | NONE | $62,591 | not reported in the loaded dataset |
| Matthew Mosqueda | EMPLOYEE | $60,778 | not reported in the loaded dataset |
| Angelica Amador | EMPLOYEE | $56,048 | not reported in the loaded dataset |
| Toni Rowland | EMPLOYEE | $53,932 | not reported in the loaded dataset |
| Cheryle Pickett Dennis | EMPLOYEE | $53,881 | not reported in the loaded dataset |
| Jackie Caldwell | EMPLOYEE | $53,827 | not reported in the loaded dataset |
| Frances Limandri-Burgos | EMPLOYEE | $53,536 | not reported in the loaded dataset |
| Hector Tapia | EMPLOYEE | $53,293 | not reported in the loaded dataset |
| Marie Joerms | EMPLOYEE | $52,910 | not reported in the loaded dataset |
| Arlene Ormiston | EMPLOYEE | $52,878 | not reported in the loaded dataset |
| Maricruz Cervantes | EMPLOYEE | $52,875 | not reported in the loaded dataset |
| Betty Phillips | EMPLOYEE | $52,867 | not reported in the loaded dataset |
| Christine Mowinski | EMPLOYEE | $52,853 | not reported in the loaded dataset |
| Laverne Purchase | EMPLOYEE | $52,482 | not reported in the loaded dataset |
| Sylvia Mcaroy | EMPLOYEE | $52,292 | not reported in the loaded dataset |
| Wanda Buss | EMPLOYEE | $52,012 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $52,006 | $0 |
| Jennifer Beemsterboer | EMPLOYEE | $51,651 | not reported in the loaded dataset |
| Jessika Puente | EMPLOYEE | $51,331 | not reported in the loaded dataset |
| Juli Kresge | EMPLOYEE | $50,876 | not reported in the loaded dataset |
| Kaitlyn Odekirk | EMPLOYEE | $48,931 | not reported in the loaded dataset |
| Martin Turek | EMPLOYEE | $48,434 | not reported in the loaded dataset |
| Michael Aprile | EMPLOYEE | $48,430 | not reported in the loaded dataset |
| Midwest Coalition Of Labor | NONE | $48,308 | not reported in the loaded dataset |
| Gilbert Perez | EMPLOYEE | $48,061 | not reported in the loaded dataset |
| Vatisha Hammick | EMPLOYEE | $47,542 | not reported in the loaded dataset |
| Nancy Mckinley | EMPLOYEE | $47,169 | not reported in the loaded dataset |
| Allison Cianci | EMPLOYEE | $46,709 | not reported in the loaded dataset |
| Thomas Bernstein | EMPLOYEE | $44,796 | not reported in the loaded dataset |
| Beata Garczek | EMPLOYEE | $43,857 | not reported in the loaded dataset |
| Jessica Loza | EMPLOYEE | $43,645 | not reported in the loaded dataset |
| Sarah Smith | EMPLOYEE | $43,540 | not reported in the loaded dataset |
| Luz Castillo | EMPLOYEE | $43,415 | not reported in the loaded dataset |
| Dawn Kennedy | EMPLOYEE | $43,109 | not reported in the loaded dataset |
| Christina Montor | EMPLOYEE | $42,889 | not reported in the loaded dataset |
| Jessica Lewner | EMPLOYEE | $42,825 | not reported in the loaded dataset |
| Jennifer Somone | EMPLOYEE | $42,323 | not reported in the loaded dataset |
| Nancy Barron | EMPLOYEE | $42,090 | not reported in the loaded dataset |
| Michelle Piccolo | EMPLOYEE | $41,456 | not reported in the loaded dataset |
| Laura Godbout | EMPLOYEE | $40,566 | not reported in the loaded dataset |
| Marquette Associates | NONE | $40,000 | not reported in the loaded dataset |
| Tiffany Vandyke | EMPLOYEE | $39,812 | not reported in the loaded dataset |
| Maria Corral | EMPLOYEE | $38,927 | not reported in the loaded dataset |
| Courtney Carlock | EMPLOYEE | $37,706 | not reported in the loaded dataset |
| Ninno Shields | EMPLOYEE | $37,508 | not reported in the loaded dataset |
| Gloria Farias | EMPLOYEE | $37,115 | not reported in the loaded dataset |
| Aaron Van Ostrand | EMPLOYEE | $36,391 | not reported in the loaded dataset |
| Kimberly Suchorabski | EMPLOYEE | $34,858 | not reported in the loaded dataset |
| Keri Bjelke | EMPLOYEE | $32,645 | $129 |
| Jenie Brown | EMPLOYEE | $30,162 | not reported in the loaded dataset |
| The Northern Trust Corporation | NONE | $28,505 | $0 |
| Julie Thamm | EMPLOYEE | $27,160 | not reported in the loaded dataset |
| Kelly Hayes | EMPLOYEE | $27,014 | $129 |
| Alex Harrison | EMPLOYEE | $25,412 | not reported in the loaded dataset |
| Mcgann, Ketterman & Rioux | NONE | $21,910 | not reported in the loaded dataset |
| First American Administrators Inc | NONE | $21,120 | not reported in the loaded dataset |
| Bond Brothers Company, Inc. | NONE | $14,205 | not reported in the loaded dataset |
| Employee Resource Systems | NONE | $14,014 | not reported in the loaded dataset |
| Mmusa Acquisition Ii Corp | NONE | $13,272 | not reported in the loaded dataset |
| Fair Health Inc. | NONE | $8,049 | not reported in the loaded dataset |
| Thompson Coburn Llp | NONE | $5,709 | not reported in the loaded dataset |