Mid Central Operating Engineers Health And Welfare Fund — Form 5500 plan (Board Of Trustees - Mid Central Operating Engineers Health And Welfare)
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, Mid Central Operating Engineers Health And Welfare Fund is a benefit plan reported by Board Of Trustees - Mid Central Operating Engineers Health And Welfare under EIN 35-0917610 and plan number 501. The latest loaded filing year is 2023. The filing reports 7,597 participants and $219,847,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Mid Central Operating Engineers Health And Welfare
- EIN
- 35-0917610
- Plan number
- 501
- Plan type
- 1
- Location
- Terre Haute, IN
- Latest filing year
- 2023
- Participants
- 7,597
- End-of-year plan assets
- $219,847,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,597 | H, C | 20250116075256NAL0046659346002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $219,847,080
- Total liabilities (EOY)
- $2,989,575
- Net assets (EOY)
- $216,857,505
- Net assets (BOY)
- $185,913,536
Income & contributions
- Employer contributions
- $130,530,663
- Participant contributions
- $6,965,158
- Total contributions
- $137,495,821
- Total income / additions
- $150,434,389
Expenses & distributions
- Benefits paid
- $111,739,162
- Administrative expenses
- $7,751,258
- Total expenses
- $119,490,420
- Net increase / (decrease)
- $30,943,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Benefit Administrator | NONE | $3,151,807 | not reported in the loaded dataset | 2023 |
| Med-Care Management Inc | NONE | $227,339 | not reported in the loaded dataset | 2023 |
| Rreef America LLC | NONE | $186,482 | not reported in the loaded dataset | 2023 |
| Ifm Investors Pty Ltd | NONE | $0 | $185,812 | 2023 |
| The Segal Company | NONE | $162,913 | not reported in the loaded dataset | 2023 |
| Cheryl Cottrell | EMPLOYEE | $125,984 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management | NONE | $108,088 | not reported in the loaded dataset | 2023 |
| Dawn Kasemeyer | EMPLOYEE | $94,772 | not reported in the loaded dataset | 2023 |
| Jacqueline Ellinger | EMPLOYEE | $75,357 | not reported in the loaded dataset | 2023 |
| Kemper Cpa Group Llp | NONE | $67,234 | not reported in the loaded dataset | 2023 |
| Pamela Matherly | EMPLOYEE | $63,266 | not reported in the loaded dataset | 2023 |
| Jamie Bunch | EMPLOYEE | $58,761 | not reported in the loaded dataset | 2023 |
| Brittany Hay | EMPLOYEE | $57,153 | not reported in the loaded dataset | 2023 |
| Kathy Mccowen | EMPLOYEE | $57,153 | not reported in the loaded dataset | 2023 |
| Brittany Karanovich | EMPLOYEE | $57,153 | not reported in the loaded dataset | 2023 |
| Taylor Ellis | EMPLOYEE | $57,153 | not reported in the loaded dataset | 2023 |
| Danielle Lowe | EMPLOYEE | $57,153 | not reported in the loaded dataset | 2023 |
| Christina Elkins | EMPLOYEE | $57,153 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $48,500 | not reported in the loaded dataset | 2023 |
| Sackrider & Company, Inc. | NONE | $47,672 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $46,780 | not reported in the loaded dataset | 2023 |
| Kayla Lee | EMPLOYEE | $46,508 | not reported in the loaded dataset | 2023 |
| First Financial Bank | NONE | $40,125 | not reported in the loaded dataset | 2023 |
| Cavanagh & O'Hara Llp | NONE | $25,487 | not reported in the loaded dataset | 2023 |
| Romolo & Associates | NONE | $24,958 | not reported in the loaded dataset | 2023 |
| Vlink Law Firm LLC | NONE | $20,590 | not reported in the loaded dataset | 2023 |
| Wright, Shagley & Lowery | NONE | $15,748 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Mid Central Operating Engineers Health And Welfare
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Terre Haute, IN
- Anthem Benefit Administrator — Schedule C compensation
- Med-Care Management Inc — Schedule C compensation
- Rreef America LLC — Schedule C compensation
- Ifm Investors Pty Ltd — Schedule C compensation
- The Segal Company — Schedule C compensation
- Cheryl Cottrell — Schedule C compensation
- Ziegler Capital Management — Schedule C compensation
- Dawn Kasemeyer — Schedule C compensation
- Jacqueline Ellinger — Schedule C compensation
- Kemper Cpa Group Llp — Schedule C compensation
- Pamela Matherly — Schedule C compensation
- Jamie Bunch — Schedule C compensation
- Brittany Hay — Schedule C compensation
- Kathy Mccowen — Schedule C compensation
- Brittany Karanovich — Schedule C compensation
- Taylor Ellis — Schedule C compensation
- Danielle Lowe — Schedule C compensation
- Christina Elkins — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Sackrider & Company, Inc. — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- Kayla Lee — Schedule C compensation
- First Financial Bank — Schedule C compensation
- Cavanagh & O'Hara Llp — Schedule C compensation
- Romolo & Associates — Schedule C compensation
- Vlink Law Firm LLC — Schedule C compensation
- Wright, Shagley & Lowery — Schedule C compensation