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← OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN

Form 990 for tax year 2023

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

Totals

Total revenue
$20,331,137
Total expenses
$23,868,705
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$17,344,942
Investment income
$377,739
Other revenue
$2,608,456
Total assets, end of year
$5,919,975
Total liabilities, end of year
$66,877
Net assets or fund balances, end of year
$5,853,098
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 $17,292,593 · related or exempt $17,292,593

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $52,349 · related or exempt $52,349

  • 3 · Investment income

    total $194,466 · excluded $194,466

  • 7a · Gross sales of assets other than inventory

    securities $21,904,495

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

    securities $21,721,222

  • 7c · Gain or loss

    securities $183,273

  • 7d · Net gain or loss

    total $183,273 · excluded $183,273

  • 11a · Other revenue: STOPLOSS

    total $2,438,366 · related or exempt $2,438,366

  • 11b · Other revenue: REFUNDS

    total $170,090 · related or exempt $170,090

  • 11e · Other revenue, total

    $2,608,456

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $22,539,983

  • 11a · Fees: management

    total $822,853

  • 11b · Fees: legal

    total $76,303

  • 11c · Fees: accounting

    total $32,200

  • 11f · Fees: investment management

    total $8,945

  • 11g · Fees: other

    total $117,549

  • 13 · Office expenses

    total $87,660

  • 23 · Insurance

    total $27,810

  • 24a · Other expenses: MULTI-PLAN SERVICE

    total $71,600

  • 24b · Other expenses: PPO NETWORK SERVICES

    total $69,834

  • 24c · Other expenses: PPO REVIEW SERVICES

    total $13,968

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,664,344 · end of year $1,357,219

  • 4 · Accounts receivable

    beginning of year $2,648,960 · end of year $2,909,868

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,182 · end of year $9,825

  • 11 · Investments: publicly traded securities

    beginning of year $5,134,567 · end of year $1,643,063

  • 17 · Accounts payable and accrued expenses

    beginning of year $52,984 · end of year $64,183

  • 19 · Deferred revenue

    beginning of year $1,242 · end of year $2,694

  • 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 $9,402,827 · end of year $5,853,098

Mission and programs · 2023

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 2023 return.

Listed in Part VII

  • Bruce Noel

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Craig Madole

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Fred Reeder

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kevin Linderman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Chris Burke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nate Tucker

    TRUSTEE

    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.

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
2023
Filed
15 July 2025
IRS schema version
2023v6.0
Source object
202541969349303029

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