2023 Form 5500 filing — Midwest Operating Engineers Welfare Fund
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 20241204165017NAL0002452579001) for Midwest Operating Engineers Welfare Fund, reported by Board Of Trustees Midwest Operating Engineers Welfare Fund under EIN 36-6109395 and plan number 501. It reports 14,816 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241204165017NAL0002452579001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Midwest Operating Engineers Welfare Fund
- EIN
- 36-6109395
- Plan number
- 501
- Location
- Countryside, IL
- Participants
- 14,816
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $836,261,048
- Total liabilities (EOY)
- $47,416,117
- Net assets (EOY)
- $788,844,931
- Employer contributions
- $357,099,482
- Participant contributions
- $34,122,584
- Total income / additions
- $460,099,502
- Benefits paid
- $334,705,371
- Administrative expenses
- $20,569,649
- Total expenses
- $355,275,020
- Net increase / (decrease)
- $104,824,482
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross Blueshield Of Il | NONE | $5,369,936 | $0 |
| Premise Health Employer Solutions | NONE | $4,627,015 | not reported in the loaded dataset |
| Everside Health LLC | NONE | $1,889,873 | not reported in the loaded dataset |
| Ucs Holdings, Inc. | NONE | $955,717 | not reported in the loaded dataset |
| Midwest Coalition Of Labor | RELATED ORGANIZATION | $853,851 | not reported in the loaded dataset |
| Mcgann, Ketterman & Rioux | NONE | $458,660 | not reported in the loaded dataset |
| Moe Not-For-Profit It Service | RELATED ORGANIZATION | $448,663 | not reported in the loaded dataset |
| Red Card Systems, LLC | NONE | $325,740 | $11,779 |
| The Segal Company | NONE | $309,280 | not reported in the loaded dataset |
| Delta Dental Of Illinois | NONE | $278,390 | not reported in the loaded dataset |
| Thomas Bernstein | EMPLOYEE | $223,248 | not reported in the loaded dataset |
| Employee Resource Systems, Inc. | NONE | $218,168 | not reported in the loaded dataset |
| Kimberly Webb | EMPLOYEE | $191,287 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $176,511 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $170,582 | not reported in the loaded dataset |
| Foundry Partners, LLC | NONE | $166,722 | $0 |
| Institute For Worker Welfare | RELATED ORGANIZATION | $165,884 | not reported in the loaded dataset |
| Health Care Service Corp | NONE | $157,500 | $0 |
| Dawn Nowak | EMPLOYEE | $150,433 | not reported in the loaded dataset |
| Leigh Fox | EMPLOYEE | $113,929 | $2,283 |
| Kelsie Peceny | EMPLOYEE | $113,875 | not reported in the loaded dataset |
| Jennifer Meister | EMPLOYEE | $108,883 | not reported in the loaded dataset |
| Michael Aprile | EMPLOYEE | $107,811 | not reported in the loaded dataset |
| Tanya Reed | EMPLOYEE | $106,679 | not reported in the loaded dataset |
| Mesirow Financial | NONE | $105,323 | not reported in the loaded dataset |
| Mary Davis | EMPLOYEE | $103,375 | not reported in the loaded dataset |
| Martin Turek | EMPLOYEE | $101,368 | not reported in the loaded dataset |
| Robert W. Baird & Co. | NONE | $101,017 | not reported in the loaded dataset |
| Angela Mcmillin | EMPLOYEE | $99,864 | $398 |
| Tracy Biela | EMPLOYEE | $98,026 | not reported in the loaded dataset |
| Jennifer Beemsterboer | EMPLOYEE | $90,820 | not reported in the loaded dataset |
| Kathleen Austin | EMPLOYEE | $90,277 | not reported in the loaded dataset |
| Toni Rowland | EMPLOYEE | $89,233 | not reported in the loaded dataset |
| Jackie Caldwell | EMPLOYEE | $88,964 | not reported in the loaded dataset |
| Cheryle Pickett Dennis | EMPLOYEE | $88,734 | not reported in the loaded dataset |
| Frances Limandri-Burgos | EMPLOYEE | $88,388 | not reported in the loaded dataset |
| Hector Tapia | EMPLOYEE | $87,873 | not reported in the loaded dataset |
| Matthew Mosqueda | EMPLOYEE | $87,599 | not reported in the loaded dataset |
| Juli Kresge | EMPLOYEE | $87,474 | not reported in the loaded dataset |
| Christine Mowinski | EMPLOYEE | $87,054 | not reported in the loaded dataset |
| Maricruz Cervantes | EMPLOYEE | $87,026 | not reported in the loaded dataset |
| Nancy Amabile | EMPLOYEE | $86,883 | not reported in the loaded dataset |
| Marie Joerms | EMPLOYEE | $86,784 | not reported in the loaded dataset |
| Pamela Kowalski | EMPLOYEE | $86,728 | not reported in the loaded dataset |
| Anna Bozich | EMPLOYEE | $86,420 | not reported in the loaded dataset |
| Betty Phillips | EMPLOYEE | $86,073 | not reported in the loaded dataset |
| Laverne Purchase | EMPLOYEE | $86,073 | not reported in the loaded dataset |
| Arlene Ormiston | EMPLOYEE | $86,050 | not reported in the loaded dataset |
| Sylvia Mcaroy | EMPLOYEE | $85,942 | not reported in the loaded dataset |
| Wanda Buss | EMPLOYEE | $84,928 | not reported in the loaded dataset |
| Jessika Puente | EMPLOYEE | $84,829 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $83,120 | not reported in the loaded dataset |
| Kaitlyn Odekirk | EMPLOYEE | $82,009 | not reported in the loaded dataset |
| Vatisha Hammick | EMPLOYEE | $80,865 | not reported in the loaded dataset |
| Diane Pierson | EMPLOYEE | $80,599 | not reported in the loaded dataset |
| Nancy Mckinley | EMPLOYEE | $79,948 | not reported in the loaded dataset |
| Gilbert Perez | EMPLOYEE | $79,891 | not reported in the loaded dataset |
| Allison Cianci | EMPLOYEE | $79,769 | not reported in the loaded dataset |
| Michelle Spencer | EMPLOYEE | $77,830 | $398 |
| Marion Mcinturff | EMPLOYEE | $77,451 | not reported in the loaded dataset |
| Beata Garczek | EMPLOYEE | $76,731 | not reported in the loaded dataset |
| Trudy Mares | EMPLOYEE | $73,672 | $83 |
| Michelle Piccolo | EMPLOYEE | $73,616 | not reported in the loaded dataset |
| Keri Bjelke | EMPLOYEE | $73,133 | $285 |
| Sarah Smith | EMPLOYEE | $72,747 | not reported in the loaded dataset |
| Jessica Loza | EMPLOYEE | $72,696 | not reported in the loaded dataset |
| Dawn Kennedy | EMPLOYEE | $72,684 | not reported in the loaded dataset |
| Jessica Lewner | EMPLOYEE | $71,552 | not reported in the loaded dataset |
| Christina Montor | EMPLOYEE | $70,617 | not reported in the loaded dataset |
| Nancy Barron | EMPLOYEE | $68,673 | not reported in the loaded dataset |
| Jenie Brown | EMPLOYEE | $67,726 | not reported in the loaded dataset |
| Laura Godbout | EMPLOYEE | $66,533 | not reported in the loaded dataset |
| Luz Castillo | EMPLOYEE | $63,748 | not reported in the loaded dataset |
| Ninno Shields | EMPLOYEE | $63,702 | not reported in the loaded dataset |
| Kevin Budinger | EMPLOYEE | $62,352 | not reported in the loaded dataset |
| Jennifer Somone | EMPLOYEE | $62,124 | not reported in the loaded dataset |
| Kelly Hayes | EMPLOYEE | $60,879 | $285 |
| Angelica Amador | EMPLOYEE | $59,343 | not reported in the loaded dataset |
| Tiffany Vandyke | EMPLOYEE | $58,823 | not reported in the loaded dataset |
| Life Line Screening Holdings | NONE | $58,608 | not reported in the loaded dataset |
| Tongela Rice-Mcaroy | EMPLOYEE | $56,893 | not reported in the loaded dataset |
| Maria Corral | EMPLOYEE | $56,886 | not reported in the loaded dataset |
| Courtney Carlock | EMPLOYEE | $54,671 | not reported in the loaded dataset |
| Gloria Farias | EMPLOYEE | $54,526 | not reported in the loaded dataset |
| Aaron Van Ostrand | EMPLOYEE | $53,158 | not reported in the loaded dataset |
| Crystal Moore | EMPLOYEE | $50,660 | not reported in the loaded dataset |
| Kimberly Suchorabski | EMPLOYEE | $50,646 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $50,000 | not reported in the loaded dataset |
| Dominic Biondolillo | EMPLOYEE | $48,892 | not reported in the loaded dataset |
| Jamie Scumaci | EMPLOYEE | $47,014 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $45,402 | not reported in the loaded dataset |
| Edith Burnett | EMPLOYEE | $45,319 | not reported in the loaded dataset |
| The Rdi Corporation | NONE | $44,678 | not reported in the loaded dataset |
| Jessica Mezera | EMPLOYEE | $44,447 | not reported in the loaded dataset |
| Amanda Lindau | EMPLOYEE | $44,276 | not reported in the loaded dataset |
| Lucia Urquizo | EMPLOYEE | $43,115 | not reported in the loaded dataset |
| Bond Brothers Company | NONE | $42,079 | not reported in the loaded dataset |
| Sheri Cisco | EMPLOYEE | $41,979 | not reported in the loaded dataset |
| Emily Cervantes | EMPLOYEE | $41,725 | not reported in the loaded dataset |
| Paige Muilenburg | EMPLOYEE | $41,578 | not reported in the loaded dataset |
| Annette Winston | EMPLOYEE | $41,056 | not reported in the loaded dataset |
| Halle Schaafsma | EMPLOYEE | $40,590 | not reported in the loaded dataset |
| Abm Industries, Inc. | NONE | $40,567 | $0 |
| Marisa Marquez | EMPLOYEE | $37,611 | not reported in the loaded dataset |
| First American Administrators, Inc. | NONE | $37,474 | not reported in the loaded dataset |
| Paycom | NONE | $37,366 | not reported in the loaded dataset |
| Mmusa Acquisition Ii Corp | NONE | $37,123 | not reported in the loaded dataset |
| Destiny Richardson | EMPLOYEE | $35,962 | not reported in the loaded dataset |
| Multiplan, Inc. | NONE | $34,081 | not reported in the loaded dataset |
| Kailey Canedo | EMPLOYEE | $34,033 | not reported in the loaded dataset |
| Debra Mclaughlin | EMPLOYEE | $33,010 | not reported in the loaded dataset |
| Hufford Associates, Inc. | NONE | $32,500 | not reported in the loaded dataset |
| Hstechnology Solutions, Inc. | NONE | $31,894 | not reported in the loaded dataset |
| Accurate Document Destruction | NONE | $31,470 | not reported in the loaded dataset |
| Elizabeth Miranda | EMPLOYEE | $30,899 | not reported in the loaded dataset |
| Julie Thamm | EMPLOYEE | $29,656 | not reported in the loaded dataset |
| Kathleen Grimm | FORMER EMPLOYEE | $29,020 | not reported in the loaded dataset |
| Joy Ray | EMPLOYEE | $28,172 | not reported in the loaded dataset |
| Force Enterprises, Inc. | NONE | $19,225 | not reported in the loaded dataset |
| Stars & Stripes Silk Screening | NONE | $18,804 | not reported in the loaded dataset |
| Thompson Coburn Llp | NONE | $17,707 | not reported in the loaded dataset |
| The Northern Trust Corporation | NONE | $16,525 | $0 |
| Fair Health, Inc. | NONE | $14,961 | not reported in the loaded dataset |
| Dr. Alexis James Arguello | NONE | $9,050 | $0 |
| Scalambrino & Arnoff Llp | NONE | $7,274 | not reported in the loaded dataset |
| Skinio, Inc. | NONE | $7,260 | $0 |