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← MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA

Form 990 for tax year 2023

Filed by MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA.

Totals

Total revenue
$12,159,816
Total expenses
$13,086,821
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$12,027,138
Investment income
$132,426
Other revenue
$252
Total assets, end of year
$14,409,193
Total liabilities, end of year
$7,240,029
Net assets or fund balances, end of year
$7,169,164
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 $11,726,912 · related or exempt $11,726,912

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $300,226 · related or exempt $300,226

  • 3 · Investment income

    total $385,731 · excluded $385,731

  • 7a · Gross sales of assets other than inventory

    securities $7,955,686

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

    securities $8,208,991

  • 7c · Gain or loss

    securities -$253,305

  • 7d · Net gain or loss

    total -$253,305 · excluded -$253,305

  • 11a · Other revenue: OTHER INCOME

    total $252 · related or exempt $252

  • 11e · Other revenue, total

    $252

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $12,751,635

  • 11a · Fees: management

    total $130,649

  • 11b · Fees: legal

    total $25,658

  • 11c · Fees: accounting

    total $27,814

  • 11f · Fees: investment management

    total $50,106

  • 11g · Fees: other

    total $61,500

  • 13 · Office expenses

    total $20,676

  • 17 · Travel

    total $7,467

  • 23 · Insurance

    total $7,403

  • 24a · Other expenses: PCORI FEES

    total $3,913

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,018,729 · end of year $1,572,001

  • 2 · Savings and temporary cash investments

    beginning of year $1,559,041 · end of year $1,587,520

  • 4 · Accounts receivable

    beginning of year $1,267,042 · end of year $847,007

  • 9 · Prepaid expenses and deferred charges

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

  • 11 · Investments: publicly traded securities

    beginning of year $9,784,744 · end of year $10,395,261

  • 17 · Accounts payable and accrued expenses

    beginning of year $69,283 · end of year $71,442

  • 19 · Deferred revenue

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

  • 25 · Other liabilities

    beginning of year $6,475,609 · end of year $7,161,595

  • 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 $8,085,076 · end of year $7,169,164

Mission and programs · 2023

Mission

TO PROVIDE ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DISABILITY, DENTAL, VISION, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBEREMENT BENEFITS.

  • PROVIDED PARTICIPANTS WITH ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DISABILITY, DENTAL, VISION, LIFE INSURANCE AND ACCIDENTAL DEATH & DISMEMBEREMENT BENEFITS.

As filed on the 2023 return.

Listed in Part VII

  • Kyle Schellinger

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Steve Gross

    SECRETARY

    Total calculated
    $78,648
    From this org
    $0
    From related orgs
    $78,648
    Other
    $0
    Hours/week
    1 + 40 related

  • Mike Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jim Keane

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kevin Murphy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Shawn Coffin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Michelle Cohens

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Ken Wooley

    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

  • IUOE-AGC JOINT

    CONTRIBUTING EMPLOYER

  • IUOE LOCAL #624

    CONTRIBUTING EMPLOYER

  • IUOE LOCAL #627

    CONTRIBUTING EMPLOYER

  • IUOE LOCAL #917

    CONTRIBUTING EMPLOYER

  • IUOE LOCAL 324 FRINGE BENEFIT

    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 49

    CONTRIBUTING EMPLOYER

  • IUOE PIPELINE HEALTH & WELFARE

    CONTRIBUTING EMPLOYER

  • MONTANA LABOR-MNGMT ALLIANCE

    CONTRIBUTING EMPLOYER

  • OPERATING ENGINEERS LOCAL #400

    CONTRIBUTING EMPLOYER

  • 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

  • AVS SERVICES

    CONTRIBUTING EMPLOYER

  • BARIN GROUP LLC

    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

  • INFRA SOURCE CONSTRUCTION LLC

    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

  • MOUNTAIN CRANE SERVICES

    CONTRIBUTING EMPLOYER

  • NAES POWER CONTRACTORS PMPI

    CONTRIBUTING EMPLOYER

  • NORTH COUNTRY DIRECTIONAL DRIL

    CONTRIBUTING EMPLOYER

  • OTIS MINNESOTA SERVICE LLC

    CONTRIBUTING EMPLOYER

  • PULLMAN POWER LLC

    CONTRIBUTING EMPLOYER

  • Q & D CONSTRUCTION

    CONTRIBUTING EMPLOYER

  • RACHEL CONTRACTING

    CONTRIBUTING EMPLOYER

  • RMS CRANES LLC

    CONTRIBUTING EMPLOYER

  • SARENS PROJECTS USA

    CONTRIBUTING EMPLOYER

  • SWANK BUILDERS

    CONTRIBUTING EMPLOYER

  • TRENCHLESS CONSTRUCTION

    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.

  • ACME CONCRETE PAVING

    CONTRIBUTING EMPLOYER

  • AMERICAN IRONWORKS & ERECTORS

    CONTRIBUTING EMPLOYER

  • AZCO INC

    CONTRIBUTING EMPLOYER

  • BADGER DAYLIGHTING

    CONTRIBUTING EMPLOYER

  • BARNHART CRANE & RIGGING

    CONTRIBUTING EMPLOYER

  • BRAGG CRANE SERVICES

    CONTRIBUTING EMPLOYER

  • BRANDENBURG INDUSTRIAL SERVICE

    CONTRIBUTING EMPLOYER

  • BROTHERS PIPLINE

    CONTRIBUTING EMPLOYER

  • CBS PILING SOLUTIONS

    CONTRIBUTING EMPLOYER

  • CECCANTI INC

    CONTRIBUTING EMPLOYER

  • CONDON-JOHNSON & ASSOCIATES

    CONTRIBUTING EMPLOYER

  • CORAL CONSTRUCTION COMPANY

    CONTRIBUTING EMPLOYER

  • D & G CRANE SERVICE

    CONTRIBUTING EMPLOYER

  • DELHUR INDUSTRIES

    CONTRIBUTING EMPLOYER

  • DYER ALL TERRAIN EXCAVATION

    CONTRIBUTING EMPLOYER

  • ED BOLAND CONSTRUCTION

    CONTRIBUTING EMPLOYER

  • GRANITE CONSTRUCTION CO INC

    CONTRIBUTING EMPLOYER

  • H & H CONTRACTING INC

    CONTRIBUTING EMPLOYER

  • HANGING H COMPANIES

    CONTRIBUTING EMPLOYER

  • HOGAN CORPORATION SERVICES

    CONTRIBUTING EMPLOYER

  • HOLLOW CONTRACTING

    CONTRIBUTING EMPLOYER

  • HUNTER BROTHERS INC

    CONTRIBUTING EMPLOYER

  • JEFFERY CONTRACTING

    CONTRIBUTING EMPLOYER

  • JIM GILMAN EXCAVATING

    CONTRIBUTING EMPLOYER

  • LANDFILL DRILLING & PIPING

    CONTRIBUTING EMPLOYER

  • M A MORTENSON COMPANY

    CONTRIBUTING EMPLOYER

  • MALCOLM DRILLING COMPANY INC

    CONTRIBUTING EMPLOYER

  • MAMMOET USA NORTH

    CONTRIBUTING EMPLOYER

  • MEYER CONTRACTING INC

    CONTRIBUTING EMPLOYER

  • MICHELS CORPORATION

    CONTRIBUTING EMPLOYER

  • MOUNTAIN WEST HOLDING COMPANY

    CONTRIBUTING EMPLOYER

  • MYLES LORENTZ INC

    CONTRIBUTING EMPLOYER

  • NORTHERN IMPROVEMENT COMPANY

    CONTRIBUTING EMPLOYER

  • OFTEDAL CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • OPERATING ENGINEERS JOB CORP

    CONTRIBUTING EMPLOYER

  • PIPING & EQUIPMENT COMPANY INC

    CONTRIBUTING EMPLOYER

  • POTEET CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • PROSPECT CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • PUMCO

    CONTRIBUTING EMPLOYER

  • SAGEBRUSH INDUSTRIES INC

    CONTRIBUTING EMPLOYER

  • SARENS USA INC

    CONTRIBUTING EMPLOYER

  • SCHELLINGER CONSTRUCTION CO

    CONTRIBUTING EMPLOYER

  • SLETTEN CONSTRUCTION CO

    CONTRIBUTING EMPLOYER

  • SOWLES CO

    CONTRIBUTING EMPLOYER

  • STAR SERVICE INC

    CONTRIBUTING EMPLOYER

  • US SITE WORK

    CONTRIBUTING EMPLOYER

  • VEOLIA WATER NORTH AMERICA

    CONTRIBUTING EMPLOYER

  • VIC'S CRANE & HEAVY HAUL INC

    CONTRIBUTING EMPLOYER

  • WALSH CONSTRUCTION COMPANY

    CONTRIBUTING EMPLOYER

  • WELDTECH

    CONTRIBUTING EMPLOYER

  • WEST COAST CONTRACTORS

    CONTRIBUTING EMPLOYER

  • WESTMORELAND ABSALOKA MINING

    CONTRIBUTING EMPLOYER

  • WICKENS CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • WINSLOW CRANE

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2023
Filed
10 April 2025
IRS schema version
2023v6.0
Source object
202541049349301419

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