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Original filing (PDF)20251230140558NAL0043658610001
BOARD OF TRUSTEES MIDWEST OPERATING ENGINEERS WELFARE FUND
Form 5500
FILING_RECEIVED
MIDWEST OPERATING ENGINEERS WELFARE FUND
Health & welfare plan
Signals · 5
1 failed disclosure100% in single holding~291 bps in Sched C feesNo recordkeeper disclosed129 service providers
Active participants
15,073
Accounts w/ balance
—
Plan assets (EOY)
$928.2M
Net assets (EOY)
$844.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
80
/ 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
85
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "[DFE: NORTHERN TRUST COMMON SHORT-TERM INVESTMENT FUND (extraction pending)]" is 100% of plan.
- 291 bps in Schedule C fees — 4754% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES MIDWEST OPERATING ENGINEERS WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES MIDWEST OPERATING ENGINEERS WELFARE FUND
EIN
36-6109395
Address
6150 JOLIET ROAD · COUNTRYSIDE, IL · 605253956
Phone
(708) 482-7300
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-30
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
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
129 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVEN CISCO | 36-6109395 | — | TRUSTEE | $121K | — |
Other
128| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF IL | 36-1236610 | — | NONE | $5.6M | — |
| PREMISE HEALTH EMPLOYER SOLUTIONS | 23-3057155 | — | NONE | $4.6M | — |
| MIDWEST COALITION OF LABOR | — | COUNTRYSIDE, IL | RELATED ORGANIZATION | $2.6M | — |
| EVERSIDE HEALTH LLC | — | PORTSMOUTH, NH | NONE | $1.8M | — |
| UCS HOLDINGS, INC. | — | MEMPHIS, TN | NONE | $786K | — |
| MOE NOT-FOR-PROFIT IT SERVICE | — | COUNTRYSIDE, IL | RELATED ORGANIZATION | $534K | — |
| MCGANN, KETTERMAN & RIOUX | — | CHICAGO, IL | NONE | $512K | — |
| VALENZPROTEKHT, LLC | — | PHOENIX, AZ | NONE | $393K | — |
| MARATHON HEALTH PARENT, LLC | — | PORTSMOUTH, NH | NONE | $318K | — |
| DELTA DENTAL OF ILLINOIS | 36-2612058 | — | NONE | $300K | — |
| RED CARD SYSTEMS, LLC | — | SAINT LOUIS, MO | NONE | $300K | — |
| CONIFER VALUE-BASED CARE, LLC | — | DALLAS, TX | NONE | $279K | — |
| THOMAS BERNSTEIN | 36-6109395 | — | EMPLOYEE | $228K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $220K | — |
| ALLONE HEALTH RESOURCES | 36-3867645 | — | NONE | $217K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $211K | — |
| KIMBERLY WEBB | 36-6109395 | — | EMPLOYEE | $206K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | 52-1796473 | — | NONE | $203K | — |
| INSTITUTE FOR WORKER WELFARE | — | COUNTRYSIDE, IL | RELATED ORGANIZATION | $173K | — |
| DAWN NOWAK | 36-6109395 | — | EMPLOYEE | $160K | — |
| ANGELA MCMILLIN | 36-6109395 | — | EMPLOYEE | $152K | — |
| DOMINIC BIONDOLILLO | 36-6109395 | — | EMPLOYEE | $138K | — |
| PBIRX, INC. | — | MILFORD, CT | NONE | $131K | — |
| LEIGH FOX | 36-6109395 | — | EMPLOYEE | $125K | — |
| KELSIE PECENY | 36-6109395 | — | EMPLOYEE | $124K | — |
| TANYA REED | 36-6109395 | — | EMPLOYEE | $120K | — |
| JENNIFER MEISTER | 36-6109395 | — | EMPLOYEE | $117K | — |
| TRACY BIELA | 36-6109395 | — | EMPLOYEE | $113K | — |
| FRANCES LIMANDRI-BURGOS | 36-6109395 | — | EMPLOYEE | $111K | — |
| MARY DAVIS | 36-6109395 | — | EMPLOYEE | $104K | — |
| ILIANA BAEZ | 36-6109395 | — | EMPLOYEE | $99K | — |
| JENNIFER BEEMSTERBOER | 36-6109395 | — | EMPLOYEE | $98K | — |
| NANCY MCKINLEY | 36-6109395 | — | EMPLOYEE | $98K | — |
| CHERYLE PICKETT DENNIS | 36-6109395 | — | EMPLOYEE | $97K | — |
| BETTY PHILLIPS | 36-6109395 | — | EMPLOYEE | $97K | — |
| VATISHA HAMMICK | 36-6109395 | — | EMPLOYEE | $97K | — |
| JACKIE CALDWELL | 36-6109395 | — | EMPLOYEE | $96K | — |
| KAITLYN ODEKIRK | 36-6109395 | — | EMPLOYEE | $96K | — |
| MATTHEW MOSQUEDA | 36-6109395 | — | EMPLOYEE | $95K | — |
| ANNA BOZICH | 36-6109395 | — | EMPLOYEE | $95K | — |
| TONI ROWLAND | 36-6109395 | — | EMPLOYEE | $94K | — |
| MARICRUZ CERVANTES | 36-6109395 | — | EMPLOYEE | $94K | — |
| JULI KRESGE | 36-6109395 | — | EMPLOYEE | $94K | — |
| ALLISON CIANCI | 36-6109395 | — | EMPLOYEE | $93K | — |
| CHRISTINE MOWINSKI | 36-6109395 | — | EMPLOYEE | $93K | — |
| HECTOR TAPIA | 36-6109395 | — | EMPLOYEE | $91K | — |
| NANCY AMABILE | 36-6109395 | — | EMPLOYEE | $91K | — |
| SYLVIA MCAROY | 36-6109395 | — | EMPLOYEE | $90K | — |
| MARIE JOERMS | 36-6109395 | — | EMPLOYEE | $88K | — |
| BEATA GARCZEK | 36-6109395 | — | EMPLOYEE | $88K | — |
| GILBERT PEREZ | 36-6109395 | — | EMPLOYEE | $88K | — |
| WANDA BUSS | 36-6109395 | — | EMPLOYEE | $88K | — |
| LAVERNE PURCHASE | 36-6109395 | — | EMPLOYEE | $87K | — |
| JESSIKA PUENTE | 36-6109395 | — | EMPLOYEE | $86K | — |
| MICHELLE PICCOLO | 36-6109395 | — | EMPLOYEE | $85K | — |
| ARLENE ORMISTON | 36-6109395 | — | EMPLOYEE | $85K | — |
| KEVIN BOTWINSKI | 36-6109395 | — | EMPLOYEE | $82K | — |
| KERI BJELKE | 36-6109395 | — | EMPLOYEE | $82K | — |
| SARAH SMITH | 36-6109395 | — | EMPLOYEE | $81K | — |
| MICHELLE SPENCER | 36-6109395 | — | EMPLOYEE | $81K | — |
| ANGELICA AMADOR | 36-6109395 | — | EMPLOYEE | $80K | — |
| TRUDY MARES | 36-6109395 | — | EMPLOYEE | $79K | — |
| JESSICA LEWNER | 36-6109395 | — | EMPLOYEE | $79K | — |
| NINNO SHIELDS | 36-6109395 | — | EMPLOYEE | $77K | — |
| MULTIPLAN, INC. | — | NAPERVILLE, IL | NONE | $77K | — |
| CHRISTINA MONTOR | 36-6109395 | — | EMPLOYEE | $76K | — |
| JESSICA LOZA | 36-6109395 | — | EMPLOYEE | $76K | — |
| DAWN KENNEDY | 36-6109395 | — | EMPLOYEE | $74K | — |
| JENIE BROWN | 36-6109395 | — | EMPLOYEE | $74K | — |
| MARISA MARQUEZ | 36-6109395 | — | EMPLOYEE | $74K | — |
| ELIZABETH MIRANDA | 36-6109395 | — | EMPLOYEE | $73K | — |
| BOND BROTHERS COMPANY | — | LYONS, IL | NONE | $71K | — |
| LAURA GODBOUT | 36-6109395 | — | EMPLOYEE | $70K | — |
| NANCY BARRON | 36-6109395 | — | EMPLOYEE | $68K | — |
| TONGELA RICE-MCAROY | 36-6109395 | — | EMPLOYEE | $68K | — |
| KELLY HAYES | 36-6109395 | — | EMPLOYEE | $67K | — |
| LUZ CASTILLO | 36-6109395 | — | EMPLOYEE | $67K | — |
| LAURA ADRIEANSEN | 36-6109395 | — | EMPLOYEE | $67K | — |
| KEVIN BUDINGER | 36-6109395 | — | EMPLOYEE | $67K | — |
| JENNIFER SOMONE | 36-6109395 | — | EMPLOYEE | $65K | — |
| KYLA HODGE | 36-6109395 | — | EMPLOYEE | $65K | — |
| TIFFANY VANDYKE | 36-6109395 | — | EMPLOYEE | $61K | — |
| MARIA CORRAL | 36-6109395 | — | EMPLOYEE | $59K | — |
| KARYN JOHNSON | 36-6109395 | — | EMPLOYEE | $58K | — |
| GLORIA FARIAS | 36-6109395 | — | EMPLOYEE | $57K | — |
| COURTNEY CARLOCK | 36-6109395 | — | EMPLOYEE | $57K | — |
| CRYSTAL MOORE | 36-6109395 | — | EMPLOYEE | $57K | — |
| KATHY SAVAGE | 36-6109395 | — | EMPLOYEE | $56K | — |
| AARON VAN OSTRAND | 36-6109395 | — | EMPLOYEE | $55K | — |
| JAMIE SCUMACI | 36-6109395 | — | EMPLOYEE | $54K | — |
| KIMBERLY SUCHORABSKI | 36-6109395 | — | EMPLOYEE | $52K | — |
| EDITH BURNETT | 36-6109395 | — | EMPLOYEE | $52K | — |
| JESSICA MEZERA | 36-6109395 | — | EMPLOYEE | $51K | — |
| MARQUETTE ASSOCIATES, INC. | 36-3485298 | — | NONE | $50K | — |
| ABM INDUSTRIES, INC. | — | SUGARLAND, TX | NONE | $47K | — |
| AMANDA LINDAU | 36-6109395 | — | EMPLOYEE | $46K | — |
| DESTINY RICHARDSON | 36-6109395 | — | EMPLOYEE | $46K | — |
| ELIZABETH SANDOVAL | 36-6109395 | — | EMPLOYEE | $45K | — |
| PAIGE MUILENBURG | 36-6109395 | — | EMPLOYEE | $44K | — |
| SHERI CISCO | 36-6109395 | — | EMPLOYEE | $43K | — |
| KAILEY CANEDO | 36-6109395 | — | EMPLOYEE | $43K | — |
| HALLE SCHAAFSMA | 36-6109395 | — | EMPLOYEE | $43K | — |
| LUCIA URQUIZO | 36-6109395 | — | EMPLOYEE | $41K | — |
| EMILY CERVANTES | 36-6109395 | — | EMPLOYEE | $38K | — |
| FIRST AMERICAN ADMINISTRATORS, INC. | — | CHICAGO, IL | NONE | $38K | — |
| ANNETTE WINSTON | 36-6109395 | — | EMPLOYEE | $36K | — |
| ADP | — | CHICAGO, IL | NONE | $35K | — |
| JESSICA HUIZAR SOLIS | 36-6109395 | — | EMPLOYEE | $34K | — |
| DEBRA MCLAUGHLIN | 36-6109395 | — | EMPLOYEE | $34K | — |
| CINDY GARCIA | 36-6109395 | — | EMPLOYEE | $32K | — |
| CYNTHIA ALVAREZ | 36-6109395 | — | EMPLOYEE | $31K | — |
| MMUSA ACQUISITION II CORP | — | CHICAGO, IL | NONE | $30K | — |
| JACQUELINE BENLINE | 36-6109395 | — | EMPLOYEE | $30K | — |
| JOHN GRZYMSKI | 36-6109395 | — | EMPLOYEE | $30K | — |
| KATHLEEN GRIMM | — | COUNTRYSIDE, IL | FORMER EMPLOYEE | $29K | — |
| COLLEEN ZAREMBSKI | 36-6109395 | — | EMPLOYEE | $28K | — |
| KALLISTA TAYLOR | 36-6109395 | — | EMPLOYEE | $26K | — |
| DEJA HORN | 36-6109395 | — | EMPLOYEE | $25K | — |
| ACCURATE DOCUMENT DESTRUCTION | — | ELK GROVE VILLAGE, IL | NONE | $25K | — |
| FAIR HEALTH, INC. | — | NEW YORK, NY | NONE | $23K | — |
| DR. ALEXIS JAMES ARGUELLO | — | MOLINE, IL | NONE | $18K | — |
| THOMPSON COBURN LLP | — | SAINT LOUIS, MO | NONE | $18K | — |
| STROKE DETECTION PLUS INC. | — | DES MOINES, IA | NONE | $16K | — |
| MEBFC, INC. | — | COUNTRYSIDE, IL | RELATED ORGANIZATION | $15K | — |
| SECURITAS TECHNOLOGY CORPORATION | — | NAPERVILLE, IL | NONE | $11K | — |
| FILES.COM | — | TEMPE, AZ | NONE | $7K | — |
| MESIROW FINANCIAL | 36-3429599 | — | NONE | $6K | — |
| THE NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $5K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| ABM INDUSTRIES, INC. | SERVICE PROVIDER DID NOT RESPOND TO THE PLAN'S MULTIPLE REQUESTS FOR INFORMATION REGARDING INDIRECT COMPENSATION RECEIVED. |
Investments
1 pooled fund· $292.8M(32% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COMMON SHORT-TERM INVESTMENT FUN NORTHERN TRUST INVESTMENTS, INC. · EIN 36-6452394 / PN 001 | Common Collective Trust | — | — | $292.8M | 31.5% |