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← MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA

Form 990 for tax year 2024

Filed by MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA.

Totals

Total revenue
$10,090,120
Total expenses
$10,899,377
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$9,800,482
Investment income
$289,602
Other revenue
$36
Total assets, end of year
$14,462,075
Total liabilities, end of year
$7,678,308
Net assets or fund balances, end of year
$6,783,767
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 $9,606,563 · related or exempt $9,606,563

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $193,919 · related or exempt $193,919

  • 3 · Investment income

    total $420,592 · excluded $420,592

  • 7a · Gross sales of assets other than inventory

    securities $6,945,042

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

    securities $7,076,032

  • 7c · Gain or loss

    securities -$130,990

  • 7d · Net gain or loss

    total -$130,990 · excluded -$130,990

  • 11a · Other revenue: OTHER INCOME

    total $36 · related or exempt $36

  • 11e · Other revenue, total

    $36

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $10,560,622

  • 11a · Fees: management

    total $117,761

  • 11b · Fees: legal

    total $23,172

  • 11c · Fees: accounting

    total $28,857

  • 11f · Fees: investment management

    total $56,416

  • 11g · Fees: other

    total $67,000

  • 13 · Office expenses

    total $22,265

  • 17 · Travel

    total $11,714

  • 23 · Insurance

    total $7,403

  • 24a · Other expenses: PCORI FEES

    total $4,167

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,572,001 · end of year $278,473

  • 2 · Savings and temporary cash investments

    beginning of year $1,587,520 · end of year $2,100,854

  • 4 · Accounts receivable

    beginning of year $847,007 · end of year $1,308,075

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,404 · end of year $7,404

  • 11 · Investments: publicly traded securities

    beginning of year $10,395,261 · end of year $10,767,269

  • 17 · Accounts payable and accrued expenses

    beginning of year $71,442 · end of year $67,923

  • 19 · Deferred revenue

    beginning of year $6,992 · end of year $6,992

  • 25 · Other liabilities

    beginning of year $7,161,595 · end of year $7,603,393

  • 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 $7,169,164 · end of year $6,783,767

Mission and programs · 2024

Mission

TO PROVIDE MEDICAL, SURGICAL, HOSPITAL, PRESCRIPTION, DENTAL, VISION, ACCIDENT, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, LONG-TERM DISABILITY, AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES.

Activities or mission (Part I)

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES

  • TO PROVIDE MEDICAL, SURGICAL, HOSPITAL, PRESCRIPTION, DENTAL, VISION, ACCIDENT, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, LONG-TERM DISABILITY, AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES.

As filed on the 2024 return.

Listed in Part VII

  • Kyle Schellinger

    CHAIRMAN, EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Steve Gross

    SECRETARY, EMPLOYEE TRUSTEE

    Total calculated
    $89,140
    From this org
    $0
    From related orgs
    $89,140
    Other
    $0
    Hours/week
    1 + 40 related

  • Mike Johnson

    EMPLOYEE TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jim Keane

    EMPLOYEE TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kevin Murphy

    EMPLOYEE TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Shawn Coffin

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Michelle Cohens

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Ken Wooley

    EMPLOYER TRUSTEE (OUTGOING)

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Garth Wes Sessions

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

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.

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.

  • BUTTE SCHOOL DISTRICT #1

    CONTRIBUTING EMPLOYER

  • CONTRACTORSLABORERSTEAMSTERS

    CONTRIBUTING EMPLOYER

  • H&W WELFARE TRUST CO LOCAL # 9

    CONTRIBUTING EMPLOYER

  • I U O E -A G C JOINT

    CONTRIBUTING EMPLOYER

  • IUOE LOCAL #627

    CONTRIBUTING EMPLOYER

  • IUOE LOCAL #917

    CONTRIBUTING EMPLOYER

  • IUOE LOCAL UNION #101

    CONTRIBUTING EMPLOYER

  • IUOE LOCAL UNION #139

    CONTRIBUTING EMPLOYER

  • IUOE LOCAL UNION #181

    CONTRIBUTING EMPLOYER

  • IUOE LOCAL UNION #3

    CONTRIBUTING EMPLOYER

  • IUOE LOCAL UNION #302612

    CONTRIBUTING EMPLOYER

  • IUOE LOCAL UNION #478

    CONTRIBUTING EMPLOYER

  • IUOE LOCAL UNION #49

    CONTRIBUTING EMPLOYER

  • IUOE PIPELINE HEALTH & WELFARE

    CONTRIBUTING EMPLOYER

  • OHIO OPERATING ENGINEERS

    CONTRIBUTING EMPLOYER

  • INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL #400

    501(C)(5) · CONTRIBUTING EMPLOYER · MT

  • SOUTHERN OPERATORS HEALTH FUND

    CONTRIBUTING EMPLOYER

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ALL AMERICAN UNDERGROUND LLC

    CONTRIBUTING EMPLOYER

  • APPALACHIAN PIPELINE CONT LLP

    CONTRIBUTING EMPLOYER

  • BEK CONSULTING LLC

    CONTRIBUTING EMPLOYER

  • BORSHEIM CRANE SERVICES

    CONTRIBUTING EMPLOYER

  • CHARPS LLC

    CONTRIBUTING EMPLOYER

  • COP CONSTRUCTION LLC

    CONTRIBUTING EMPLOYER

  • DAVIS EXCAVATION LLC

    CONTRIBUTING EMPLOYER

  • ENERFAB

    CONTRIBUTING EMPLOYER

  • HOFFMAN EXCAVATING

    CONTRIBUTING EMPLOYER

  • JH KELLY LLC

    CONTRIBUTING EMPLOYER

  • JOHNSON CONSTRUCTION

    CONTRIBUTING EMPLOYER

  • JUST DIGGING IT LLC

    CONTRIBUTING EMPLOYER

  • MAXIM CRANE WORKS LP

    CONTRIBUTING EMPLOYER

  • MILE HIGH EXCAVATING LLC

    CONTRIBUTING EMPLOYER

  • MINNESOTA HYDRO VAC

    CONTRIBUTING EMPLOYER

  • MOUNTAIN CRANE SERVICES

    CONTRIBUTING EMPLOYER

  • NAES POWER CONTRACTORS PMPI

    CONTRIBUTING EMPLOYER

  • PULLMAN POWER LLC

    CONTRIBUTING EMPLOYER

  • Q & D CONSTRUCTION

    CONTRIBUTING EMPLOYER

  • RMS CRANES LLC

    CONTRIBUTING EMPLOYER

  • SARENS PROJECTS USA

    CONTRIBUTING EMPLOYER

  • SWANK BUILDERS

    CONTRIBUTING EMPLOYER

  • WASLEY EXCAVATING LLC

    CONTRIBUTING EMPLOYER

  • WESTMORELAND ROSEBUD MINING

    CONTRIBUTING EMPLOYER

  • WESTMORELAND SAVAGE MINING

    CONTRIBUTING EMPLOYER

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ABBOTT ARNE SCHWINDT INC

    CONTRIBUTING EMPLOYER

  • ACME CONCRETE PAVING

    CONTRIBUTING EMPLOYER

  • BARNHART CRANE & RIGGING

    CONTRIBUTING EMPLOYER

  • CONDON-JOHNSON & ASSOCIATES

    CONTRIBUTING EMPLOYER

  • CORAL CONSTRUCTION COMPANY

    CONTRIBUTING EMPLOYER

  • CRANE SERVICE INC

    CONTRIBUTING EMPLOYER

  • ED BOLAND CONSTRUCTION

    CONTRIBUTING EMPLOYER

  • GRANITE CONSTRUCTION CO INC

    CONTRIBUTING EMPLOYER

  • GRAYMONT WESTERN US INC

    CONTRIBUTING EMPLOYER

  • HANGING H COMPANIES

    CONTRIBUTING EMPLOYER

  • HUNTER BROTHERS INC

    CONTRIBUTING EMPLOYER

  • OFTEDAL CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • PIPING & EQUIPMENT COMPANY INC

    CONTRIBUTING EMPLOYER

  • PROSPECT CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • SAGEBRUSH INDUSTRIES INC

    CONTRIBUTING EMPLOYER

  • SCHELLINGER CONSTRUCTION CO

    CONTRIBUTING EMPLOYER

  • VEOLIA WATER NORTH AMERICA

    CONTRIBUTING EMPLOYER

  • WALSH CONSTRUCTION COMPANY

    CONTRIBUTING EMPLOYER

  • WESTMORELAND ABSALOKA MINING

    CONTRIBUTING EMPLOYER

  • WINSLOW CRANE

    CONTRIBUTING EMPLOYER

  • D & G CRANE SERVICE

    CONTRIBUTING EMPLOYER

  • HOGAN CORPORATION SERVICES

    CONTRIBUTING EMPLOYER

  • HOLLOW CONTRACTING

    CONTRIBUTING EMPLOYER

  • JEFFERY CONTRACTING

    CONTRIBUTING EMPLOYER

  • M A MORTENSON COMPANY

    CONTRIBUTING EMPLOYER

  • MICHELS CORPORATION

    CONTRIBUTING EMPLOYER

  • OPERATING ENGINEERS JOB CORP

    CONTRIBUTING EMPLOYER

  • SLETTEN CONSTRUCTION CO

    CONTRIBUTING EMPLOYER

  • SOWLES CO

    CONTRIBUTING EMPLOYER

  • WELDTECH

    CONTRIBUTING EMPLOYER

  • WICKENS CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2024
Filed
25 March 2026
IRS schema version
2024v5.5
Source object
202610869349300231

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