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← OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN

Form 990 for tax year 2024

Filed by OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN.

Totals

Total revenue
$25,369,922
Total expenses
$23,943,238
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$23,382,104
Investment income
$128,640
Other revenue
$1,859,178
Total assets, end of year
$7,783,858
Total liabilities, end of year
$504,076
Net assets or fund balances, end of year
$7,279,782
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $23,335,341 · related or exempt $23,335,341

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $46,763 · related or exempt $46,763

  • 3 · Investment income

    total $128,640 · excluded $128,640

  • 7a · Gross sales of assets other than inventory

    securities $3,200,453

  • 7b · Less cost or other basis and sales expenses

    securities $3,200,453

  • 7c · Gain or loss

    securities $0

  • 11a · Other revenue: STOPLOSS

    total $1,754,299 · related or exempt $1,754,299

  • 11b · Other revenue: REFUNDS

    total $104,879 · related or exempt $104,879

  • 11e · Other revenue, total

    $1,859,178

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $22,642,297

  • 11a · Fees: management

    total $789,858

  • 11b · Fees: legal

    total $49,155

  • 11c · Fees: accounting

    total $27,990

  • 11f · Fees: investment management

    total $7,131

  • 11g · Fees: other

    total $94,314

  • 13 · Office expenses

    total $144,838

  • 23 · Insurance

    total $26,710

  • 24a · Other expenses: PPO NETWORK SERVICES

    total $113,014

  • 24b · Other expenses: MULTI-PLAN SERVICE

    total $36,188

  • 24c · Other expenses: PPO REVIEW SERVICES

    total $11,743

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year -$1

  • 2 · Savings and temporary cash investments

    beginning of year $1,357,219 · end of year $2,398,836

  • 4 · Accounts receivable

    beginning of year $2,909,868 · end of year $3,235,534

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,825 · end of year $10,087

  • 11 · Investments: publicly traded securities

    beginning of year $1,643,063 · end of year $2,139,402

  • 17 · Accounts payable and accrued expenses

    beginning of year $64,183 · end of year $502,593

  • 19 · Deferred revenue

    beginning of year $2,694 · end of year $1,483

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $5,853,098 · end of year $7,279,782

Mission and programs · 2024

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS FOR THE PLAN'S ELIGIBLE PARTICIPANTS.

  • PROVIDE MEDICAL, DISABILITY, DENTAL, VISION AND BURIAL BENEFITS, AND PAY FOR MEDICAL STOP LOSS, LIFE, AD&D, AND BURIAL INSURANCE FOR ELIGIBLE PARTICIPANTS.

As filed on the 2024 return.

Listed in Part VII

  • Bruce Noel

    CHAIRMAN

    Total calculated
    $350,402
    From this org
    $0
    From related orgs
    $350,402
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $274,273 related
    Bonus
    $0
    Other
    $0 + $76,129 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $350,402 related

  • Craig Madole

    CO-CHAIRMAN

    Total calculated
    $301,396
    From this org
    $0
    From related orgs
    $301,396
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $259,400 related
    Bonus
    $0
    Other
    $0 + $41,996 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $301,396 related

  • Kevin Linderman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Chris Burke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nate Tucker

    TRUSTEE

    Total calculated
    $353,040
    From this org
    $0
    From related orgs
    $353,040
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $276,911 related
    Bonus
    $0
    Other
    $0 + $76,129 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $353,040 related

  • Dan Reding

    ALTERNATE

    Total calculated
    $414,954
    From this org
    $0
    From related orgs
    $414,954
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $338,825 related
    Bonus
    $0
    Other
    $0 + $76,129 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $414,954 related

  • Ryan Greenhalgh

    ALTERNATE

    Total calculated
    $0
    Hours/week
    1

  • Dylan Gallagher

    ALTERNATE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
14 July 2026
IRS schema version
2024v5.5
Source object
202641969349302009

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