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Original filing (PDF)20251008105813NAL0009606912004
BOARD OF TRUSTEES MIDWEST OPERATING ENGINEERS RETIREE WELFARE PLAN
Form 5500
FILING_RECEIVED
MIDWEST OPERATING ENGINEERS RETIREE WELFARE PLAN
Health & welfare plan
Signals · 3
1 failed disclosure33% in single holding87 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
1 pooled trust
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
83
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "NT COMMON SHORT TERM INVT FD" is 33% of plan.
- 70 bps in Schedule C fees — 1306% above peer band of 5 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES MIDWEST OPERATING ENGINEERS RETIREE WELFARE PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES MIDWEST OPERATING ENGINEERS RETIREE WELFARE PLAN
EIN
37-1752023
Address
6150 JOLIET ROAD · COUNTRYSIDE, IL · 60525
Phone
(708) 482-7300
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
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)
87 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVEN CISCO | 37-1752023 | — | TRUSTEE | $42K | — |
Other
86| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORPORATE HEALTH DIMENSIONS | 23-3057155 | — | NONE | $1.8M | — |
| MIDWEST COALITION OF LABOR | — | COUNTRYSIDE, IL | RELATED ORGANIZATION | $1.0M | — |
| BLUECROSS BLUESHIELD OF ILLINOIS | 36-1236610 | — | NONE | $921K | — |
| EVERSIDE HEALTH LLC | — | PALATINE, IL | NONE | $791K | — |
| RED CARD SYSTEMS, LLC | — | SAINT LOUIS, MO | NONE | $304K | — |
| MOE IT SERVICE CORPORATION | — | COUNTRYSIDE, IL | RELATED ORGANIZATION | $231K | — |
| DELTA DENTAL OF ILLINOIS | 36-2612058 | — | NONE | $195K | — |
| VALENZ HEALTH | — | PHOENIX, AZ | NONE | $185K | — |
| UCS HOLDINGS | — | MEMPHIS, TX | NONE | $152K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $107K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $107K | — |
| ANNA BOZICH | 37-1752023 | — | EMPLOYEE | $94K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | 52-1796473 | — | NONE | $88K | — |
| BOND BROTHERS & CO. | — | LYONS, IL | NONE | $86K | — |
| ANGELICA AMADOR | 37-1752023 | — | EMPLOYEE | $77K | — |
| INSTITUTE FOR WORKER WELFARE | — | COUNTRYSIDE, IL | RELATED ORGANIZATION | $77K | — |
| KELSIE PECENY | 37-1752023 | — | EMPLOYEE | $76K | — |
| TANYA REED | 37-1752023 | — | EMPLOYEE | $73K | — |
| JENNIFER MEISTER | 37-1752023 | — | EMPLOYEE | $72K | — |
| ABSOLUTE SOLUTIONS LLC | — | BLOOMINGTON, IL | NONE | $67K | — |
| FRANCES LIMANDRI-BURGOS | 37-1752023 | — | EMPLOYEE | $66K | — |
| MATTHEW MOSQUEDA | 37-1752023 | — | EMPLOYEE | $65K | — |
| MARY DAVIS | 37-1752023 | — | EMPLOYEE | $64K | — |
| JENNIFER BEEMSTERBOER | 37-1752023 | — | EMPLOYEE | $64K | — |
| BETTY PHILLIPS | 37-1752023 | — | EMPLOYEE | $59K | — |
| JACKIE CALDWELL | 37-1752023 | — | EMPLOYEE | $59K | — |
| CHERYLE PICKETT DENNIS | 37-1752023 | — | EMPLOYEE | $59K | — |
| NANCY MCKINLEY | 37-1752023 | — | EMPLOYEE | $59K | — |
| VATISHA HAMMICK | 37-1752023 | — | EMPLOYEE | $58K | — |
| MARICRUZ CERVANTES | 37-1752023 | — | EMPLOYEE | $58K | — |
| TONI ROWLAND | 37-1752023 | — | EMPLOYEE | $58K | — |
| KAITLYN ODEKIRK | 37-1752023 | — | EMPLOYEE | $58K | — |
| CHRISTINE MOWINSKI | 37-1752023 | — | EMPLOYEE | $57K | — |
| HECTOR TAPIA | 37-1752023 | — | EMPLOYEE | $57K | — |
| ALLISON CIANCI | 37-1752023 | — | EMPLOYEE | $56K | — |
| GENERAL DYNAMICS INFORMATION TECH | — | FALLS CHURCH, VA | NONE | $56K | — |
| JULI KRESGE | 37-1752023 | — | EMPLOYEE | $55K | — |
| MARIE JOERMS | 37-1752023 | — | EMPLOYEE | $54K | — |
| SYLVIA MCAROY | 37-1752023 | — | EMPLOYEE | $54K | — |
| BEATA GARCZEK | 37-1752023 | — | EMPLOYEE | $54K | — |
| LAVERNE PURCHASE | 37-1752023 | — | EMPLOYEE | $54K | — |
| GILBERT PEREZ | 37-1752023 | — | EMPLOYEE | $54K | — |
| WANDA BUSS | 37-1752023 | — | EMPLOYEE | $54K | — |
| JESSIKA PUENTE | 37-1752023 | — | EMPLOYEE | $53K | — |
| MICHELLE PICCOLO | 37-1752023 | — | EMPLOYEE | $53K | — |
| ARLENE ORMISTON | 37-1752023 | — | EMPLOYEE | $51K | — |
| SARAH SMITH | 37-1752023 | — | EMPLOYEE | $48K | — |
| JESSICA LEWNER | 37-1752023 | — | EMPLOYEE | $47K | — |
| LUZ CASTILLO | 37-1752023 | — | EMPLOYEE | $46K | — |
| NINNO SHIELDS | 37-1752023 | — | EMPLOYEE | $46K | — |
| THOMAS BERNSTEIN | 37-1752023 | — | EMPLOYEE | $46K | — |
| CHRISTINA MONTOR | 37-1752023 | — | EMPLOYEE | $45K | — |
| JENNIFER SOMONE | 37-1752023 | — | EMPLOYEE | $45K | — |
| DAWN KENNEDY | 37-1752023 | — | EMPLOYEE | $45K | — |
| MARISA MARQUEZ | 37-1752023 | — | EMPLOYEE | $44K | — |
| ELIZABETH MIRANDA | 37-1752023 | — | EMPLOYEE | $44K | — |
| JESSICA LOZA | 37-1752023 | — | EMPLOYEE | $44K | — |
| LAURA GODBOUT | 37-1752023 | — | EMPLOYEE | $43K | — |
| TIFFANY VANDYKE | 37-1752023 | — | EMPLOYEE | $43K | — |
| MARIA CORRAL | 37-1752023 | — | EMPLOYEE | $41K | — |
| MARQUETTE ASSOCIATES | — | CHICAGO, IL | NONE | $40K | — |
| GLORIA FARIAS | 37-1752023 | — | EMPLOYEE | $39K | — |
| NANCY BARRON | 37-1752023 | — | EMPLOYEE | $39K | — |
| COURTNEY CARLOCK | 37-1752023 | — | EMPLOYEE | $38K | — |
| AARON VAN OSTRAND | 37-1752023 | — | EMPLOYEE | $38K | — |
| MCGANN, KETTERMAN & RIOUX | — | CHICAGO, IL | NONE | $37K | — |
| KERI BJELKE | 37-1752023 | — | EMPLOYEE | $36K | — |
| KIMBERLY SUCHORABSKI | 37-1752023 | — | EMPLOYEE | $36K | — |
| ANNETTE WINSTON | 37-1752023 | — | EMPLOYEE | $35K | — |
| JENIE BROWN | 37-1752023 | — | EMPLOYEE | $33K | — |
| TONGELA RICE-MCAROY | 37-1752023 | — | EMPLOYEE | $30K | — |
| KELLY HAYES | 37-1752023 | — | EMPLOYEE | $30K | — |
| ANGELA MCMILLIN | 37-1752023 | — | EMPLOYEE | $30K | — |
| LAURA ADRIEANSEN | 37-1752023 | — | EMPLOYEE | $28K | — |
| PBRIX, INC. | — | MILFORD, CT | NONE | $27K | — |
| KYLA HODGE | 37-1752023 | — | EMPLOYEE | $27K | — |
| TRUDY MARES | 37-1752023 | — | EMPLOYEE | $26K | — |
| FIRST AMERICAN ADMINISTRATORS INC | — | CHICAGO, IL | NONE | $21K | — |
| CHANGE HEALTHCARE SOLUTIONS | — | MURRAY, UT | NONE | $18K | — |
| MMUSA ACQUISITION II CORP | — | CHICAGO, IL | NONE | $15K | — |
| ALLONE HEALTH | 36-3867645 | — | NONE | $14K | — |
| THE NORTHERN TRUST CORPORATION | 36-2723087 | — | NONE | $12K | — |
| FAIR HEALTH INC. | — | NEW YORK, NY | NONE | $7K | — |
| THOMPSON COBURN LLP | — | ST. LOUIS, MO | NONE | $7K | — |
| ACCRETIVE GLOBAL INSURANCE SERVICES | — | LIVONIA, MI | NONE | $6K | — |
| STROKE DETECTION PLUS INC. | — | DES MOINES, IA | NONE | $6K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| CHANGE HEALTHCARE SOLUTIONS | DID NOT RESPOND TO MULTIPLE REQUESTS FOR INFORMATION REGARDING INDIRECT COMPENSATION. |
Investments
3 direct securities · 1 pooled fund· $1.3B(98% 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.
Uncategorized
$865.3M
3 holdings
Common Collective Trust
$433.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COMMON SHORT-TERM INVESTMENT FUN NORTHERN TRUST COMPANY · EIN 36-6452394 / PN 001 | Common Collective Trust | 433,427,905.29 | $433.4M | $433.4M | 32.6% | |
| MFO BAIRD FDS INC ULTRA SHORT BD FD INSTL CL | — | 39,804,654.47 | $401.5M | $402.0M | 30.3% | |
| MFO VANGUARD ULTRA-SHORT-TERM BOND FUND ADM | — | 19,915,287.6 | $398.0M | $398.9M | 30.0% | |
| BLACKSTONE INFRASTRUCTURE PARTNERS F.2 L.P. | — | 50,000,000 | $54.7M | $64.4M | 4.8% |
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