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Original filing (PDF)20251212145245NAL0007549043002
BOARD OF TRUSTEES - MID CENTRAL OPERATING ENGINEERS HEALTH AND WELFARE
Form 5500
FILING_RECEIVED
MID CENTRAL OPERATING ENGINEERS HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 3
~217 bps in Sched C feesNo recordkeeper disclosed28 service providers
Active participants
5,737
Accounts w/ balance
—
Plan assets (EOY)
$252.6M
Net assets (EOY)
$249.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 217 bps in Schedule C fees — 2075% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES - MID CENTRAL OPERATING ENGINEERS HEALTH AND WELFARE.
Plan sponsor
Name
BOARD OF TRUSTEES - MID CENTRAL OPERATING ENGINEERS HEALTH AND WELFARE
EIN
35-0917610
Address
1100 POPLAR STREET · TERRE HAUTE, IN · 47807
Phone
(812) 232-4384
Industry
Finance & Insurancesee all
Plan administrator
Name
BOARD OF TRUSTEES - MID CENTRAL WELFARE FUND
EIN
35-0917610
City
TERRE HAUTE, IN
Phone
(812) 232-4384
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2025-12-12
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
SACKRIDER & COMPANY, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
28 rowsOther
28| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BENEFIT ADMINISTRATOR | 35-0781558 | INDIANAPOLIS, IN | NONE | $3.5M | — |
| RREEF AMERICA LLC | 58-2364506 | CHICAGO, IL | NONE | $184K | — |
| MED-CARE MANAGEMENT INC | 88-0429522 | WEST PALM BEACH, FL | NONE | $158K | — |
| THE SEGAL COMPANY | 13-1975125 | CHICAGO, IL | NONE | $144K | — |
| ZIEGLER CAPITAL MANAGEMENT | 27-2347077 | ST. LOUIS, MO | NONE | $139K | — |
| CHERYL COTTRELL | 35-0917610 | TERRE HAUTE, IN | EMPLOYEE | $130K | — |
| DAWN KASEMEYER | 35-0917610 | TERRE HAUTE, IN | EMPLOYEE | $97K | — |
| CAVANAGH & O'HARA LLP | 37-1259635 | SPRINGFIELD, IL | NONE | $94K | — |
| JACQUELINE ELLINGER | 35-0917610 | TERRE HAUTE, IN | EMPLOYEE | $76K | — |
| CLIFTON LARSON ALLEN LLP | 37-0802863 | INDIANAPOLIS, IN | NONE | $69K | — |
| BOWMAN LEGAL SERVICES LLC | 85-3096657 | INDIANAPOLIS, IN | NONE | $69K | — |
| PAMELA MATHERLY | 35-0917610 | TERRE HAUTE, IN | EMPLOYEE | $66K | — |
| SACKRIDER & COMPANY, INC. | 35-1327464 | TERRE HAUTE, IN | NONE | $63K | — |
| JAMIE BUNCH | 35-0917610 | TERRE HAUTE, IN | EMPLOYEE | $62K | — |
| BRITTANY HAY | 35-0917610 | TERRE HAUTE, IN | EMPLOYEE | $59K | — |
| KATHY MCCOWEN | 35-0917610 | TERRE HAUTE, IN | EMPLOYEE | $59K | — |
| BRITTANY KARANOVICH | 35-0917610 | TERRE HAUTE, IN | EMPLOYEE | $59K | — |
| TAYLOR ELLIS | 35-0917610 | TERRE HAUTE, IN | EMPLOYEE | $59K | — |
| DANIELLE LOWE | 35-0917610 | TERRE HAUTE, IN | EMPLOYEE | $59K | — |
| CHRISTINA ELKINS | 35-0917610 | TERRE HAUTE, IN | EMPLOYEE | $59K | — |
| MELISSA LILLY | 35-0917610 | TERRE HAUTE, IN | EMPLOYEE | $58K | — |
| KAYLA LEE | 35-0917610 | TERRE HAUTE, IN | EMPLOYEE | $49K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | CHICAGO, IL | NONE | $49K | — |
| FIRST FINANCIAL BANK | 35-0704860 | TERRE HAUTE, IN | NONE | $46K | — |
| ROMOLO & ASSOCIATES | 37-1077733 | PEORIA, IL | NONE | $41K | — |
| KEMPER CPA GROUP LLP | 37-0818432 | MARION, IL | NONE | $28K | — |
| WRIGHT, SHAGLEY & LOWERY | 35-1388024 | TERRE HAUTE, IN | NONE | $7K | — |
| IFM INVESTORS PTY LTD | 98-0569684 | NEW YORK, NY | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.