2023 Form 5500 filing — Mid Central Operating Engineers Health And 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 20250116075256NAL0046659346002) for Mid Central Operating Engineers Health And Welfare Fund, reported by Board Of Trustees - Mid Central Operating Engineers Health And Welfare under EIN 35-0917610 and plan number 501. It reports 7,597 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250116075256NAL0046659346002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Mid Central Operating Engineers Health And Welfare
- EIN
- 35-0917610
- Plan number
- 501
- Location
- Terre Haute, IN
- Participants
- 7,597
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $219,847,080
- Total liabilities (EOY)
- $2,989,575
- Net assets (EOY)
- $216,857,505
- Employer contributions
- $130,530,663
- Participant contributions
- $6,965,158
- Total income / additions
- $150,434,389
- Benefits paid
- $111,739,162
- Administrative expenses
- $7,751,258
- Total expenses
- $119,490,420
- Net increase / (decrease)
- $30,943,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Benefit Administrator | NONE | $3,151,807 | not reported in the loaded dataset |
| Med-Care Management Inc | NONE | $227,339 | not reported in the loaded dataset |
| Rreef America LLC | NONE | $186,482 | not reported in the loaded dataset |
| Ifm Investors Pty Ltd | NONE | $0 | $185,812 |
| The Segal Company | NONE | $162,913 | not reported in the loaded dataset |
| Cheryl Cottrell | EMPLOYEE | $125,984 | not reported in the loaded dataset |
| Ziegler Capital Management | NONE | $108,088 | not reported in the loaded dataset |
| Dawn Kasemeyer | EMPLOYEE | $94,772 | not reported in the loaded dataset |
| Jacqueline Ellinger | EMPLOYEE | $75,357 | not reported in the loaded dataset |
| Kemper Cpa Group Llp | NONE | $67,234 | not reported in the loaded dataset |
| Pamela Matherly | EMPLOYEE | $63,266 | not reported in the loaded dataset |
| Jamie Bunch | EMPLOYEE | $58,761 | not reported in the loaded dataset |
| Brittany Hay | EMPLOYEE | $57,153 | not reported in the loaded dataset |
| Kathy Mccowen | EMPLOYEE | $57,153 | not reported in the loaded dataset |
| Brittany Karanovich | EMPLOYEE | $57,153 | not reported in the loaded dataset |
| Taylor Ellis | EMPLOYEE | $57,153 | not reported in the loaded dataset |
| Danielle Lowe | EMPLOYEE | $57,153 | not reported in the loaded dataset |
| Christina Elkins | EMPLOYEE | $57,153 | not reported in the loaded dataset |
| Marquette Associates | NONE | $48,500 | not reported in the loaded dataset |
| Sackrider & Company, Inc. | NONE | $47,672 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | NONE | $46,780 | not reported in the loaded dataset |
| Kayla Lee | EMPLOYEE | $46,508 | not reported in the loaded dataset |
| First Financial Bank | NONE | $40,125 | not reported in the loaded dataset |
| Cavanagh & O'Hara Llp | NONE | $25,487 | not reported in the loaded dataset |
| Romolo & Associates | NONE | $24,958 | not reported in the loaded dataset |
| Vlink Law Firm LLC | NONE | $20,590 | not reported in the loaded dataset |
| Wright, Shagley & Lowery | NONE | $15,748 | not reported in the loaded dataset |