Midwest Operating Engineers Retiree Welfare Plan — Form 5500 plan (Board Of Trustees Midwest Operating Engineers Retiree Welfare Plan)

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, Midwest Operating Engineers Retiree Welfare Plan is a benefit plan reported by Board Of Trustees Midwest Operating Engineers Retiree Welfare Plan under EIN 37-1752023 and plan number 502. The latest loaded filing year is 2023. The filing reports 8,282 participants and $1,165,395,208 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Midwest Operating Engineers Retiree Welfare Plan
EIN
37-1752023
Plan number
502
Plan type
1
Location
Countryside, IL
Latest filing year
2023
Participants
8,282
End-of-year plan assets
$1,165,395,208

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,282H, C20241014160456NAL0046739360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,165,395,208
Total liabilities (EOY)
$21,320,840
Net assets (EOY)
$1,144,074,368
Net assets (BOY)
$981,035,650

Income & contributions

Employer contributions
$167,019,842
Participant contributions
$37,882,177
Total contributions
$204,902,019
Total income / additions
$319,252,629

Expenses & distributions

Benefits paid
$169,108,014
Administrative expenses
$5,775,777
Total expenses
$174,883,791
Net increase / (decrease)
$144,368,838

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Corporate Health DimensionsNONE$1,629,190not reported in the loaded dataset2023
Bluecross Blueshield Of IllinoisNONE$936,849$02023
Everside Health LLCNONE$627,919not reported in the loaded dataset2023
Red Card Systems, LLCNONE$263,346not reported in the loaded dataset2023
Moe It Service CorporationRELATED ORGANIZATION$251,172not reported in the loaded dataset2023
Robert W. Baird & Co.NONE$201,409not reported in the loaded dataset2023
Delta Dental Of IllinoisNONE$179,119not reported in the loaded dataset2023
Foundry PartnersNONE$158,163$02023
Change Healthcare SolutionsNONE$133,250$02023
Ucs HoldingsNONE$130,172not reported in the loaded dataset2023
Accretive Global Insurance ServicesNONE$97,857not reported in the loaded dataset2023
Tracy BielaEMPLOYEE$94,840not reported in the loaded dataset2023
The Segal CompanyNONE$94,422not reported in the loaded dataset2023
Legacy Professionals LlpNONE$87,013not reported in the loaded dataset2023
Anna BozichEMPLOYEE$83,412not reported in the loaded dataset2023
Institute For Worker WelfareRELATED ORGANIZATION$75,467not reported in the loaded dataset2023
Kelsie PecenyEMPLOYEE$69,471not reported in the loaded dataset2023
Kathleen AustinEMPLOYEE$68,980not reported in the loaded dataset2023
Jennifer MeisterEMPLOYEE$64,818not reported in the loaded dataset2023
Tanya ReedEMPLOYEE$64,360not reported in the loaded dataset2023
Diane PiersonEMPLOYEE$64,266not reported in the loaded dataset2023
Marion McinturffEMPLOYEE$63,529not reported in the loaded dataset2023
Mary DavisEMPLOYEE$62,905not reported in the loaded dataset2023
Absolute Solutions LLCNONE$62,591not reported in the loaded dataset2023
Matthew MosquedaEMPLOYEE$60,778not reported in the loaded dataset2023
Angelica AmadorEMPLOYEE$56,048not reported in the loaded dataset2023
Toni RowlandEMPLOYEE$53,932not reported in the loaded dataset2023
Cheryle Pickett DennisEMPLOYEE$53,881not reported in the loaded dataset2023
Jackie CaldwellEMPLOYEE$53,827not reported in the loaded dataset2023
Frances Limandri-BurgosEMPLOYEE$53,536not reported in the loaded dataset2023
Hector TapiaEMPLOYEE$53,293not reported in the loaded dataset2023
Marie JoermsEMPLOYEE$52,910not reported in the loaded dataset2023
Arlene OrmistonEMPLOYEE$52,878not reported in the loaded dataset2023
Maricruz CervantesEMPLOYEE$52,875not reported in the loaded dataset2023
Betty PhillipsEMPLOYEE$52,867not reported in the loaded dataset2023
Christine MowinskiEMPLOYEE$52,853not reported in the loaded dataset2023
Laverne PurchaseEMPLOYEE$52,482not reported in the loaded dataset2023
Sylvia McaroyEMPLOYEE$52,292not reported in the loaded dataset2023
Wanda BussEMPLOYEE$52,012not reported in the loaded dataset2023
Bridgeway Benefit Technologies, LLCNONE$52,006$02023
Jennifer BeemsterboerEMPLOYEE$51,651not reported in the loaded dataset2023
Jessika PuenteEMPLOYEE$51,331not reported in the loaded dataset2023
Juli KresgeEMPLOYEE$50,876not reported in the loaded dataset2023
Kaitlyn OdekirkEMPLOYEE$48,931not reported in the loaded dataset2023
Martin TurekEMPLOYEE$48,434not reported in the loaded dataset2023
Michael AprileEMPLOYEE$48,430not reported in the loaded dataset2023
Midwest Coalition Of LaborNONE$48,308not reported in the loaded dataset2023
Gilbert PerezEMPLOYEE$48,061not reported in the loaded dataset2023
Vatisha HammickEMPLOYEE$47,542not reported in the loaded dataset2023
Nancy MckinleyEMPLOYEE$47,169not reported in the loaded dataset2023
Allison CianciEMPLOYEE$46,709not reported in the loaded dataset2023
Thomas BernsteinEMPLOYEE$44,796not reported in the loaded dataset2023
Beata GarczekEMPLOYEE$43,857not reported in the loaded dataset2023
Jessica LozaEMPLOYEE$43,645not reported in the loaded dataset2023
Sarah SmithEMPLOYEE$43,540not reported in the loaded dataset2023
Luz CastilloEMPLOYEE$43,415not reported in the loaded dataset2023
Dawn KennedyEMPLOYEE$43,109not reported in the loaded dataset2023
Christina MontorEMPLOYEE$42,889not reported in the loaded dataset2023
Jessica LewnerEMPLOYEE$42,825not reported in the loaded dataset2023
Jennifer SomoneEMPLOYEE$42,323not reported in the loaded dataset2023
Nancy BarronEMPLOYEE$42,090not reported in the loaded dataset2023
Michelle PiccoloEMPLOYEE$41,456not reported in the loaded dataset2023
Laura GodboutEMPLOYEE$40,566not reported in the loaded dataset2023
Marquette AssociatesNONE$40,000not reported in the loaded dataset2023
Tiffany VandykeEMPLOYEE$39,812not reported in the loaded dataset2023
Maria CorralEMPLOYEE$38,927not reported in the loaded dataset2023
Courtney CarlockEMPLOYEE$37,706not reported in the loaded dataset2023
Ninno ShieldsEMPLOYEE$37,508not reported in the loaded dataset2023
Gloria FariasEMPLOYEE$37,115not reported in the loaded dataset2023
Aaron Van OstrandEMPLOYEE$36,391not reported in the loaded dataset2023
Kimberly SuchorabskiEMPLOYEE$34,858not reported in the loaded dataset2023
Keri BjelkeEMPLOYEE$32,645$1292023
Jenie BrownEMPLOYEE$30,162not reported in the loaded dataset2023
The Northern Trust CorporationNONE$28,505$02023
Julie ThammEMPLOYEE$27,160not reported in the loaded dataset2023
Kelly HayesEMPLOYEE$27,014$1292023
Alex HarrisonEMPLOYEE$25,412not reported in the loaded dataset2023
Mcgann, Ketterman & RiouxNONE$21,910not reported in the loaded dataset2023
First American Administrators IncNONE$21,120not reported in the loaded dataset2023
Bond Brothers Company, Inc.NONE$14,205not reported in the loaded dataset2023
Employee Resource SystemsNONE$14,014not reported in the loaded dataset2023
Mmusa Acquisition Ii CorpNONE$13,272not reported in the loaded dataset2023
Fair Health Inc.NONE$8,049not reported in the loaded dataset2023
Thompson Coburn LlpNONE$5,709not reported in the loaded dataset2023

Related Form 5500 pages