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← OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND

Form 990 for tax year 2024

Filed by OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND.

Totals

Total revenue
$68,579,633
Total expenses
$61,521,616
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$66,333,315
Investment income
$2,237,642
Other revenue
$8,676
Total assets, end of year
$88,177,076
Total liabilities, end of year
$864,096
Net assets or fund balances, end of year
$87,312,980
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: CONTRIBUTIONS

    total $66,318,821 · related or exempt $66,318,821

  • 2b · Program service revenue: COLLECTION FEES

    total $14,494 · related or exempt $14,494

  • 3 · Investment income

    total $2,231,830 · excluded $2,231,830

  • 7a · Gross sales of assets other than inventory

    securities $1,287,288

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

    securities $1,281,476

  • 7c · Gain or loss

    securities $5,812

  • 7d · Net gain or loss

    total $5,812 · excluded $5,812

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $8,676 · excluded $8,676

  • 11e · Other revenue, total

    $8,676

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $57,522,466

  • 11a · Fees: management

    total $1,300,070

  • 11b · Fees: legal

    total $232,426

  • 11c · Fees: accounting

    total $61,486

  • 11f · Fees: investment management

    total $112,374

  • 11g · Fees: other

    total $1,579,280

  • 13 · Office expenses

    total $87,737

  • 19 · Conferences, conventions and meetings

    total $5,687

  • 23 · Insurance

    total $32,542

  • 24a · Other expenses: ADMINISTRATION FEE

    total $560,893

  • 24b · Other expenses: PCORI FEE

    total $26,655

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,778,909 · end of year $5,508,076

  • 2 · Savings and temporary cash investments

    beginning of year $25,591 · end of year $27,463

  • 4 · Accounts receivable

    beginning of year $12,825,959 · end of year $23,120,431

  • 6 · Loans and receivables from disqualified persons

    beginning of year $101,088 · end of year $228,832

  • 9 · Prepaid expenses and deferred charges

    beginning of year $212,899 · end of year $703

  • 11 · Investments: publicly traded securities

    beginning of year $28,786,479 · end of year $30,224,264

  • 12 · Investments: other securities

    beginning of year $20,338,308 · end of year $23,558,955

  • 15 · Other assets

    beginning of year $1,390,771 · end of year $5,508,352

  • 17 · Accounts payable and accrued expenses

    beginning of year $343,071 · end of year $479,026

  • 25 · Other liabilities

    beginning of year $240,163 · end of year $385,070

  • 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 $76,876,770 · end of year $87,312,980

Mission and programs · 2024

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES OF PARTICIPATING EMPLOYERS.

  • PROVISION OF HEALTH AND WELFARE BENEFITS FOR QUALIFIED EMPLOYEES OF THE PARTICIPATING EMPLOYERS. THERE ARE APPROXIMATELY 4,671 ELIGIBLE PARTICIPANTS.

As filed on the 2024 return.

Listed in Part VII

  • Scott Rettig

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Aaron Brown

    CO-CHAIR TRUSTEE

    Total calculated
    $217,093
    From this org
    $0
    From related orgs
    $190,286
    Other
    $26,807
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,389 related
    Bonus
    $0
    Other
    $0 + $6,897 related
    Deferred
    $0 + $6,137 related
    Nontaxable benefits
    $0 + $20,670 related
    Filer's total
    $0 + $217,093 related

  • Bridgette Williams

    CO-CHAIR TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Patrick O'Donnell

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Joshua Davis

    UNION TRUSTEE

    Total calculated
    $180,328
    From this org
    $0
    From related orgs
    $153,521
    Other
    $26,807
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,446 related
    Bonus
    $0
    Other
    $0 + $12,075 related
    Deferred
    $0 + $6,137 related
    Nontaxable benefits
    $0 + $20,670 related
    Filer's total
    $0 + $180,328 related

  • Tom Whittaker

    MANAGEMENT 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. 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

The filer's explanations (Part III)

PART I, LINE 3
TRUSTEES ARE NOT COMPENSATED BY THE FUND. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. THE FOLLOWING RELATED ORGANIZATIONS REPORTED COMPENSATION FOR A TRUSTEE LISTED ON THE OPERATING ENGINEERS LOCAL 101 HEALTH FUND: BRIDGETTE WILLIAMS, CO-CHAIR HEAVY CONSTRUCTORS ASSOCIATION OF THE GREATER KANSAS CITY AREA EIN: 44-0563901

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.

  • OPERATING ENGINEERS LOCAL 101 PENSION FUND

    401(A) · PROVIDE PENSION BENEFITS · MO

  • OPERATING ENGINEERS LOCAL 101 VACATION FUND

    501(C)(9) · PROVIDE VACATION BENEFITS · MO

  • OPERATING ENGINEERS LOCAL 101 APPRENTICE PROGRAM

    501(C)(3) · APPRENTICE PROGRAM · MO

  • EMPLOYERS & OPERATING ENGINEERS LOCAL 52

  • IUOE CONST INDUSTRY & HEALTH

  • O E & PIPE LINE EMPLOYERS H&W

  • O E H&W LOCAL 9

  • O E LOCAL #49

  • O E LOCAL 04

  • O E LOCAL 101 TRNG

  • O E LOCAL 139

  • O E LOCAL 150

  • O E LOCAL 18 H & W FUND

  • O E LOCAL 181

  • O E LOCAL 234

  • O E LOCAL 324

  • O E LOCAL 513

  • O E LOCAL 627

  • O E LOCAL 66

  • O E LOCAL 825 H&W

  • O E LOCAL 953

  • O E LOCAL 965

  • O E TENNESSEE VALLEY H&W FUND

  • OE LOCAL 953

  • OE3 TRUST FUNDS

  • OPERATING ENGINEERS LOCAL 101

  • OPERATING ENGINEERS LOCAL 147

  • OPERATING ENGINEERS LOCAL 841

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.

  • AA QUARRY LLC

  • ABSOLUTE CRANE

  • AUDRIE SEELEY & CO

  • BRISON EXCAVATING LLC

  • CAPITAL CRANE LLC

  • CRANE SERVICE INC

  • CUTLER SERVICES LLC

  • DIGGS CONSTRUCTION CO LLC

  • E & S EXCAVATING

  • ENERFAB POWER & INDUSTRIAL LLC

  • FIDELIS EXCAVATING LLC

  • FLYNN MIDWEST LP

  • FREEDOM CONCRETE LLC

  • HAYES MECHANICAL

  • HOWCO UTILITIES LLC

  • HOY EXCAVATING LLC

  • IDEAL CRANE

  • INFRASTRUCTURE SOLUTIONS LLC

  • J E FOSTER CONSTRUCTION LLC

  • KC STREETCAR CONSTRUCTORS

  • KESSINGER HUNTER

  • KRAEMER NORTH AMERICA

  • MAGNUM BORING LLC

  • MAR-JIM CONTRACTING LLC

  • MASSMAN-CLARKSON A JOINT VENTURE

  • MAXIM CRANE WORKS

  • MCR TRANSPORT LLC

  • MIDWEST CRANE AND RIGGING INC

  • MOUNTAIN CRANE SERVICE

  • MUSSELMAN & HALL CONT

  • P1 CONSTRUCTION LLC

  • PACE CONSTRUCTION CO

  • SUPERIOR RAIL SYSTEM L L C

  • TC FULLER CONSTRUCTION LLC

  • WINSLOW CRANE SERVICE COMPANY

Related corporations and trusts

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

  • 247 FIRE PROTECTION LLC

  • ABAY CONSTRUCTION INC

  • ACME CONSTRUCTORS

  • ADVANCED EROSION SOLUTIONS LLC

  • AGRICYCLE INC

  • ALBERICI J S CONSTRUCTION CO

  • ALEXANDER MECHANICAL

  • ALLEN'S MECHANICAL

  • AMERICAN BRIDGE CO

  • AMINO BROTHERS CO INC

  • APAC-CENTRAL INC

  • APAC-CENTRAL INC -MASTERS

  • ARC UNION SERVICE LLC

  • AT ABATEMENT SERVICES INC

  • ATLAS CRANE SERVICE INC

  • ATLAS FOUNDATION COMPANY

  • ATS CONTRACTORS LLC

  • AUTOMATIC SYSTEMS INC

  • AZCO INC

  • B&B WRECKING

  • BADGER DAYLIGHTING CORP

  • BARNHART CRANE & RIGGING CO

  • BARNHART CRANECRANE SALES

  • BEEMER CONST CO

  • BELGER CARTAGE SERVICE

  • BEN HUR CONSTRUCTION COMPANY

  • BENNETT STEEL ERECTORS

  • BERKEL & CO CONTRACTORS INC

  • BETTIS CONTRACTORS INC

  • BEYER CRUSHED ROCK CO

  • BLOOMSDALE EXCAVATING CO INC

  • BLUE MOON HAULING LLC

  • BOMMARITO CONSTRUCTION

  • BPM SERVICES INC

  • BRANDENBURG INDUSTRIAL

  • BRANDSAFWAY INDUSTRIES LLC

  • BREIT R K CONSTRUCTION SER

  • BRIGGS TRADITIONAL

  • BROONER & ASSOC

  • BUDROVICH CONTRACTING

  • BUILDING ERECTION SERVICES CO

  • C L T & E H&W & PENSION

  • CAPITAL ELECTRIC CONST

  • CASTLE CONTRACTING

  • CBS PILING SOLUTIONS LLC

  • CENTRAL MECHANICAL CONST CO

  • CENTRAL PLUMBING HTNG

  • CENTRAL STATES CONTRACTING

  • CHARP'S LLC

  • CHRIS KIDWELL CONSTRUCTION INC

  • CJ INDUSTRIES LLC

  • CLARKIRON SERVICES LLC

  • CLARKSON CONSTR CO

  • CML INC

  • COFFELL CONSTRUCTION LLC

  • COLLINS & HERMANN INC

  • COMANCHE CONSTR CO INC

  • CONCO QUARRIES INC

  • CONCORP INC

  • CONCRETE CO OF SPRINGFIELD

  • CONCRETE PLACEMENT INC

  • CONCRETE PLACEMENT OF THE OZARKS LLC

  • CORNELL ROOFING & SHEET METAL

  • CORNERSTONE DETENTION PRODUCTS

  • CUSHMAN & WAKEFIELD PLC

  • CUSTOM SERVICE CRANE INC

  • D & D MASONRY INC

  • DAMON PURSELL CONST

  • DANNY'S CONSTRUCTION

  • DELTA RAILROAD CONST INC DBA DELTA RAILR

  • DIRT WORX LAND MANAGEMENT LLC

  • DN TANKS

  • DOHERTY STEEL INC

  • DON SCHNIEDERS EXCAVATING CO INC

  • DRILL TECH INC

  • ELLINGSON TRENCHLESS LLC

  • ELLIS W A CONSTR CO

  • EPIC CONCRETE CONSTRUCTION INC

  • ESI CONTRACTING CORP

  • FAHEY J M CONSTRUCTION

  • FOLTZ WELDING

  • FORDYCE CONCRETE CO INC

  • FOUNDATION SERVICE CORP

  • FOUR J ENVIRONMENTAL LLC

  • FRATTALONE COMPANIES

  • GANN BACKHOE SERVICE LLC

  • GEEDING CONSTRUCTION INC

  • GENESIS ENVIRONMENTAL SOLUTIONS INC

  • GENESIS PLUMBING ENTERPRISES LLC

  • GENESYS INDUSTRIAL CORP

  • GEORGE J SHAW CONST CO

  • GIFFIN INC

  • GILMORE CRANE CORPORATION

  • GLOBAL EARTHWORKS AND UNDERGROUND LLC

  • GOODWIN BROS CONSTRUCTION CO

  • GREAT PLAINS DRILLING

  • GRIFFIN DEWATERING

  • HAGGARD HAULING & RIGGING INC

  • HAINES & ASSOCIATES CONST

  • HAMM N R CONTRACTOR INC

  • HANRAHAN ASPHALT PAVING CO

  • HARTLINE CONSTRUCTION LLC

  • HARVEY BROS TRUCKING

  • HAUPT CONSTRUCTION COMPANY

  • HAWKINS CONSTRUCTION AND FLATWORK

  • HAYES DRILLING INC

  • HELMKAMP CONSTRUCTION COMPANY

  • HOLLIDAY SAND & GRAVELASHGROV

  • HOLTHOUSE CONSTRUCTION CO

  • HOOK AND HEAVY EQUIPMENT SERVICE COMPANY

  • IDEKER CONSTRUCTION CO INC

  • INDUSTRIAL SALVAGE AND WRECKING CO

  • INSITUFORM TECHN USA INC

  • INTERCON CONSTRUCTION INC

  • IRVINBILT CONSTRUCTORS INC

  • J A LILLIG CONSTRUCTION

  • J F BRENNAN CO INC

  • JADWIN CONSTRUCTION & DEVELOPMENT LLC

  • JAMES H DREW CORP

  • JBOESSEN CRANE AND RIGGING

  • JD BISHOP CONSTRUCTION

  • JE DUNN CONSTRUCTION CO

  • JJ MARTINY CONCRETE CO INC

  • JK CONCRETE CONSTRUCTION

  • JLA CONSTRUCTION CO INC

  • JLK CONSTRUCTION

  • JONES LANG LASALLE AMERICAS INC

  • JONES LANG LASALLE REO

  • KAW VALLEY SAND & GRAVEL INC

  • KAW VALLEY WRECKING INC

  • KC READY MIX (85TH STREET)

  • KCI CONSTRUCTION COMPANY

  • KCI INCORPORATED

  • KELLER CONSTR CO

  • KG EXCAVATING SERVICE INC

  • KIEWIT POWER CONSTRUCTORS

  • KISSICK CONSTRUCTION CO

  • KNIGHT TRENCHING CO

  • KOLB GRADING LLC

  • L G BARCUS & SONS

  • L KEELEY CONSTRUCTION INC

  • LANE CONSTRUCTION CORP

  • LANTEL

  • LARRY BROWN EXCAVATING INC

  • LAVERDIERE CONSTRUCTION

  • LEATH & SONS

  • LEAVCON II INC

  • LEAVENWORTH EXCAV & EQUIP CO

  • LEE MACHINERY MOVERS INC

  • LEGACY UNDERGROUND CONSTRUCTION INC

  • LIBERTY ERECTION INC

  • LICO STEEL INC

  • LOCH SAND & CONSTRUCTION CO

  • LOGAN AND COMPANY

  • LUEDKE EXCAVATING

  • LUNDA CONSTRUCTION

  • M A MORTENSON CO

  • MAGNUM MACHINE WORKS LLC

  • MASSMAN CONSTR CO

  • MAX RIEKE & BROTHERS INC

  • MAXX HDD LLC

  • MCANANY CONSTRUCTION

  • ME&I CONSTRUCTION SERVICES

  • METRO CRANE INSPECTION LLC

  • MICHELS CONSTRUCTION INC

  • MICHELS CORPORATION

  • MICK'S EQUIPMENT REPAIR LLC

  • MID-STATES EXCAVATING INC

  • MIDWEST FOUNDATIONS CO

  • MIDWEST MATERIAL TRUCKING LLC

  • MILES EXCAVATING

  • MILLER PIPELINE CORP

  • MISSOURI ROCK INC

  • MMC CONTRACTORS NATIONAL

  • MOAZ CONSTRUCTION

  • MOSBY QUARRY

  • MT CARMEL STABILIZATION GROUP

  • N B WEST CONTRACTING CO

  • NASHCO CRANE SERVICE

  • NICHOLSON CONSTRUCTION CO

  • NODAWAY CONTRACTING CO

  • NORTHERN PIPELINE CONSTRUCTION

  • NORTHSTAR CRANE RENTAL LLC

  • NORTHWEST CRANE SERVICE LLC

  • P1 GROUP INC -ST LUKES

  • PARRISH AND SONS CONSTRUCTION

  • PATRIOT CRANE AND RIGGING LLC

  • PCI ENERGY SERVICES LLC

  • PCI ROADS LLC

  • PERFORMANCE CONTRACTING INC

  • PETTIT R C EXCAVATING INC

  • PHILLIPS HARDY INC

  • PHILLIPS SITE WORK INC

  • PINK HILL PARTNERS

  • PIPING & EQUIPMENT CO

  • POWERS TAYLOR MILLS ENG FOUND

  • PRECAST ERECTORS LLC

  • PRECISION CUTTING & CORING

  • PREMIER DEMOLITION INC

  • PRESTIGE CRANE SERVICE LLC

  • PRESTRESSED CASTING

  • PRIME CONTRACTING INC

  • PRO DESIGN CONST LLC

  • PURSELL HOLDINGS LLC

  • PYRAMID CONTRACTORS INC

  • R & K EXCAVATION INC

  • RADMACHER BROS EXCAVATING

  • RAND CONSTRUCTION COMPANY

  • REALM CONSTRUCTION INC

  • RED CEDAR STEEL ERECTORS INC

  • REDFORD CONST CO INC

  • RITEWAY MAINTENANCE & SUPPLY

  • RMS CRANES LLC

  • ROCK SOLID STABILIZATION & RECLAMATION I

  • RODRIGUEZ CONSTRUCTION & UNDERGROUND

  • RODRIGUEZ MECHANICAL CONT

  • ROHRER JOHN CONTRACTING

  • ROSETTA CONSTRUCTION LLC

  • RYLIE EQUIP & CONTRACTING CO

  • SANDERS CONSTRUCTION LLC DBA MACP

  • SANILIFT INC

  • SCHMIDTLEIN EXCAVATING

  • SCHREIBER CORPORATION

  • SCHRIMPF LANDSCAPING

  • SCHUETZ CONST LLC

  • SEAL-O-MATIC PAVING CO

  • SEBER'S FIELD SERVICE

  • SEIDWORX EXCAVATION LLC

  • SELBY EXCAVATING LLC

  • SHEDIGS IT LLC

  • SITE RITE CONSTRUCTION CO INC

  • SOIL INSTALLERSHELITECH

  • SOUTHERN LIFTING & HOISTING LLC

  • SOUTHERN OPERATORS HEALTH FUND

  • SPIRITAS WRECKING CO

  • SPRINGFIELD ENGINEERING

  • STACO ELECTRIC CONST CO

  • STARK BORING CO INC

  • STERETT CRANE & RIGGING

  • STINNETT STONE & SUPPLY

  • SUBSURFACE CONSTRUCTORS INC

  • SUN CONCRETE PUMPING

  • SUPERIOR BOWEN ASPHALT LLC

  • TANTYTUM CONTRACTORS LLC

  • TENOCH CONSTRUCTION INC

  • THE BOLDT COMPANY

  • TITAN STEEL ERECTORS

  • TOWER PROPERTIES MAIN STREET

  • TOWER PROPERTIES WALNUT STREET

  • TRI-HULL CRANE RENTAL

  • TRIO MASONRY

  • TRUE STEEL LLC

  • TYROLT INCORPORATED DBA DUNN COMPANY

  • U S ENGINEERING CO

  • UNION TANK ERECTION INC

  • UNITED PIPING

  • VEIT & CO INC

  • WAGGONER EQUIPMENT RENTAL

  • WALDINGER CORPORATION

  • WALKER DOZING AND EXCAVATING LLC

  • WALTERS EXCAVATING LLC

  • WAY & SONS CONSTRUCTION

  • WEBCTAS INC

  • WELKER YUILLE LLC

  • WESTERN CONSTRUCTION OF KS LLC

  • WHATEVER IT TAKES ELECTRICAL CONTRACTORS

  • WHITE CONSTRUCTION INC

  • WIEDENMANN INC

  • WILKERSON CRANE RENTAL INC

  • WOLF CONSTRUCTION INC

  • ZENITH AMERICAN SOLUTIONS

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202533109349304138

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