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← OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND

Form 990 for tax year 2023

Filed by OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 10 December 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total expenses
$52,053,765 changed to $51,854,777
Total assets, end of year
$77,261,016 changed to $77,460,004
Net assets or fund balances, end of year
$76,677,782 changed to $76,876,770

Totals

Total revenue
$61,128,855
Total expenses
$52,053,765
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$64,470,661
Investment income
-$3,456,849
Other revenue
$115,043
Total assets, end of year
$77,261,016
Total liabilities, end of year
$583,234
Net assets or fund balances, end of year
$76,677,782
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: CONTRIBUTIONS

    total $64,452,413 · related or exempt $64,452,413

  • 2b · Program service revenue: COLLECTION FEES

    total $18,248 · related or exempt $18,248

  • 3 · Investment income

    total $1,709,352 · excluded $1,709,352

  • 7a · Gross sales of assets other than inventory

    securities $56,140,178

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

    securities $61,306,379

  • 7c · Gain or loss

    securities -$5,166,201

  • 7d · Net gain or loss

    total -$5,166,201 · excluded -$5,166,201

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $115,043 · excluded $115,043

  • 11e · Other revenue, total

    $115,043

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $47,705,683

  • 11a · Fees: management

    total $1,809,614

  • 11b · Fees: legal

    total $200,791

  • 11c · Fees: accounting

    total $86,160

  • 11f · Fees: investment management

    total $90,361

  • 11g · Fees: other

    total $1,544,309

  • 13 · Office expenses

    total $77,045

  • 19 · Conferences, conventions and meetings

    total $1,118

  • 23 · Insurance

    total $7,615

  • 24a · Other expenses: ADMINISTRATION FEE

    total $504,321

  • 24b · Other expenses: PCORI FEE

    total $26,748

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,977,933 · end of year $13,778,909

  • 2 · Savings and temporary cash investments

    beginning of year $80,761 · end of year $25,591

  • 4 · Accounts receivable

    beginning of year $5,059,291 · end of year $12,825,959

  • 6 · Loans and receivables from disqualified persons

    beginning of year $90,665 · end of year $101,088

  • 9 · Prepaid expenses and deferred charges

    beginning of year $188,764 · end of year $13,911

  • 11 · Investments: publicly traded securities

    beginning of year $24,809,919 · end of year $28,786,479

  • 12 · Investments: other securities

    beginning of year $16,850,316 · end of year $20,338,308

  • 15 · Other assets

    beginning of year $1,781,551 · end of year $1,390,771

  • 17 · Accounts payable and accrued expenses

    beginning of year $102,915 · end of year $343,071

  • 25 · Other liabilities

    beginning of year $312,651 · end of year $240,163

  • 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 $59,423,634 · end of year $76,677,782

Mission and programs · 2023

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 4,561 ELIGIBLE PARTICIPANTS.

As filed on the 2023 return.

Listed in Part VII

  • Scott Rettig

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Aaron Brown

    CO-CHAIR TRUSTEE

    Total calculated
    $206,822
    From this org
    $0
    From related orgs
    $181,420
    Other
    $25,402
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,914 related
    Bonus
    $0
    Other
    $0 + $7,506 related
    Deferred
    $0 + $5,746 related
    Nontaxable benefits
    $0 + $19,656 related
    Filer's total
    $0 + $206,822 related

  • Bernard Jacquinot

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Bridgette Williams

    SEE SCHEDULE O

    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
    $171,677
    From this org
    $0
    From related orgs
    $146,275
    Other
    $25,402
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,156 related
    Bonus
    $0
    Other
    $0 + $12,119 related
    Deferred
    $0 + $5,746 related
    Nontaxable benefits
    $0 + $19,656 related
    Filer's total
    $0 + $171,677 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

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

  • MONTANA OPERATING ENGINEERS

  • 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 428 H & W

  • O E LOCAL 513

  • O E LOCAL 627

  • O E LOCAL 66

  • O E LOCAL 965

  • O E TENNESSEE VALLEY H&W FUND

  • 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

  • B3 CONTRACTORS LLC

  • BRISON EXCAVATING LLC

  • CAPITAL CRANE LLC

  • CRANE SERVICE INC

  • CUTLER SERVICES LLC

  • DIGGS CONSTRUCTION CO LLC

  • E & S EXCAVATING

  • FIDELIS EXCAVATING LLC

  • FLYNN MIDWEST LP

  • FREEDOM CONCRETE LLC

  • HAYES MECHANICAL

  • HOWCO UTILITIES LLC

  • IDEAL CRANE

  • INFRASTRUCTURE SOLUTIONS LLC

  • J E FOSTER CONSTRUCTION LLC

  • KC STREETCAR CONSTRUCTORS

  • KESSINGER HUNTER

  • KRAEMER NORTH AMERICA

  • MAGNUM BORING LLC

  • MAGNUM MACHINE WORKS LLC

  • MAR-JIM CONTRACTING LLC

  • MASSMAN-CLARKSON A JOINT VENTURE

  • MAXIM CRANE WORKS

  • MCR TRANSPORT LLC

  • MIDWEST CRANE AND RIGGING INC

  • MIDWEST MATERIAL TRUCKING LLC

  • MOUNTAIN CRANE SERVICE

  • MUSSELMAN & HALL CONT

  • PACE CONSTRUCTION CO

  • PRESTIGE CRANE SERVICE LLC

  • RAMPART HYDRO SERVICES LP

  • TC FULLER CONSTRUCTION LLC

  • WAGGONER EQUIPMENT RENTAL

  • WINSLOW CRANE SERVICE COMPANY

Related corporations and trusts

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

  • 247 FIRE PROTECTION LLC

  • 3M CONTRACTING LLC

  • 3P UTILITY SERVICES

  • A W OAKES & SON INC

  • ABAY CONSTRUCTION INC

  • AGRICYCLE INC

  • ALBERICI J S CONSTRUCTION CO

  • ALLEN'S MECHANICAL

  • ALLSTATES PAVEMENT RECYCLING

  • ALPHA ENERGY AND ELECTRIC INC

  • AMERICAN BRIDGE CO

  • AMINO BROTHERS CO INC

  • APAC-CENTRAL INC

  • APAC-CENTRAL INC -MASTERS

  • ARROW DRILLING INC

  • AT ABATEMENT SERVICES INC

  • ATLAS CRANE SERVICE INC

  • ATLAS FOUNDATION COMPANY

  • ATS CONTRACTORS LLC

  • AUTOMATIC SYSTEMS INC

  • AZCO INC

  • BADGER DAYLIGHTING CORP

  • BARCUS L G & SONS INC

  • 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

  • BHI ENERGY SPECIALTY SERVICES

  • BLOOMSDALE EXCAVATING CO INC

  • BLUE MOON HAULING LLC

  • BLUROC LLC

  • BOLLMEIER INC

  • BOMMARITO CONSTRUCTION

  • BRAND SAFWAY SERVICES LLC

  • BRANDENBURG INDUSTRIAL

  • BRANDSAFWAY INDUSTRIES LLC

  • BREIT R K CONSTRUCTION SER

  • BRIGGS TRADITIONAL

  • BROONER & ASSOC

  • BUCKNER HEAVY LIFT CRANES

  • BUDROVICH CONTRACTING

  • BUILDING ERECTION SERVICES CO

  • C L T & E H&W & PENSION

  • CAPITAL ELECTRIC CONST

  • CASPER CONSTRUCTION INC

  • CASTLE CONTRACTING

  • CBS PILING SOLUTIONS INC

  • CDI INDUSTRIAL & MECHANICAL

  • CENTRAL MECHANICAL CONST CO

  • CENTRAL PLUMBING HTNG

  • CENTRAL STATES CONTRACTING

  • CHAMPION CRANE SERVICE INC

  • CHARP'S LLC

  • CJ INDUSTRIES LLC

  • CJR CONSTRUCTION GROUP

  • CLARKIRON SERVICES LLC

  • CLARKSON CONSTR CO

  • CLEARWATER PLUMBING CO LLC

  • CML INC

  • COFFELL CONSTRUCTION LLC

  • COLLINS & HERMANN INC

  • COMANCHE CONSTR CO INC

  • COMPUSYS OF UTAH INC

  • CONCO QUARRIES INC

  • CONCORP INC

  • CONCRETE CO OF SPRINGFIELD

  • CONCRETE PLACEMENT INC

  • CONCRETE PLACEMENT OF THE OZARKS LLC

  • CONSTRUCTION & TURNAROUND SERVICES LLC

  • CORNELL ROOFING & SHEET METAL

  • CUSHMAN & WAKEFIELD PLC

  • CUSTOM SERVICE CRANE INC

  • D & D MASONRY INC

  • D & S FENCING CO INC

  • DANNY'S CONSTRUCTION

  • DGI-MENARD INC

  • DIRT WORX LAND MANAGEMENT LLC

  • DOHERTY STEEL INC

  • DON SCHNIEDERS EXCAVATING CO INC

  • DREW JAMES H CORPORATION

  • DUNCAN MACHINERY MOVERS INC

  • DUNN J E CONSTR CO

  • DURR INDUSTRIES INC

  • ELLIS W A CONSTR CO

  • ENERFAB POWER & INDUSTRIAL LLC

  • EPIC CONCRETE CONSTRUCTION INC

  • ESI CONTRACTING CORP

  • FAHEY J M CONSTRUCTION

  • FENIX CONSTRUCTION CO OF ST

  • FM SYLVAN INC

  • FORDYCE CONCRETE CO INC

  • FOUNDATION SERVICE CORP

  • FOUR J ENVIRONMENTAL LLC

  • FRATTALONE COMPANIES

  • G H GRADING

  • GANN BACKHOE SERVICE LLC

  • GEEDING CONSTRUCTION INC

  • GENESIS ENVIRONMENTAL SOLUTIONS INC

  • GENESIS PLUMBING ENTERPRISES LLC

  • GENESYS INDUSTRIAL CORP

  • GILMORE CRANE CORPORATION

  • GLOBAL EARTHWORKS AND UNDERGROUND LLC

  • GOODWIN BROS CONSTRUCTION CO

  • GREAT PLAINS DRILLING

  • GREELEY EXCAVATING LLC

  • 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

  • HAYDEN WRECKING CORPORATION

  • HAYES DRILLING INC

  • HERMES COMPANY

  • HOLLIDAY SAND & GRAVELASHGROV

  • HOLTHOUSE CONSTRUCTION CO

  • HOOK AND HEAVY EQUIPMENT SERVICE COMPANY

  • IDEKER CONSTRUCTION CO INC

  • INSITUFORM TECHN USA INC

  • INTERCON CONSTRUCTION INC

  • INTERNATIONAL INDUSTRIAL

  • IRVINBILT CONSTRUCTORS INC

  • J A LILLIG CONSTRUCTION

  • J F BRENNAN CO INC

  • JADWIN CONSTRUCTION & DEVELOPMENT LLC

  • JD BISHOP CONSTRUCTION

  • JK CONCRETE CONSTRUCTION

  • JLA CONSTRUCTION CO INC

  • JLK CONSTRUCTION

  • JONES LANG LASALLE AMERICAS INC

  • JONES LANG LASALLE REO

  • K C INDUSTRIAL CONSTRUCTORS

  • K R EXCAVATING INC

  • KAW VALLEY SAND & GRAVEL INC

  • KAW VALLEY WRECKING INC

  • KC EXCAVATION & DRAINAGE LLC

  • KC READY MIX (85TH STREET)

  • KCI CONSTRUCTION COMPANY

  • KELLER CONSTR CO

  • KELPE CONTRACTING INC

  • KG EXCAVATING SERVICE INC

  • KIEWIT POWER CONSTRUCTORS

  • KIRK ERECTORS

  • KISSICK CONSTRUCTION CO

  • KNIGHT TRENCHING CO

  • KOLB GRADING LLC

  • KUESEL EXCAVATING COMPANY

  • L KEELEY CONSTRUCTION INC

  • LAKEHEAD CONSTRUCTORS

  • 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

  • LEVEL IT EXCAVATING INC

  • LICO STEEL INC

  • LOCH SAND & CONSTRUCTION CO

  • LOGAN AND COMPANY

  • LOVE'S ENTERPRISE INC

  • LUEDKE EXCAVATING

  • LUNDA CONSTRUCTION

  • M A MORTENSON CO

  • MALCOLM DRILLING COMPANY INC

  • MAMMOET USA NORTH INC

  • MARTINY J J CONCRETE

  • MAXX HDD LLC

  • MCANANY CONSTRUCTION

  • METRO CRANE INSPECTION LLC

  • MICHELS CONSTRUCTION

  • MICHELS CORPORATION

  • MICK'S EQUIPMENT REPAIR LLC

  • MID AMERICA ENERGY SERVICES

  • MIDLAND STEEL ERECTION LLC

  • MID-STATES EXCAVATING INC

  • MIDWEST CONTRACT SERVICE

  • MIDWEST FOUNDATIONS CO

  • MIDWEST LASER LEVELING

  • MILES EXCAVATING

  • MILLER PIPELINE CORP

  • MISSOURI ROCK INC

  • MMC CONTRACTORS NATIONAL

  • MOAZ CONSTRUCTION

  • MOSBY QUARRY

  • MSE HARDSCAPES

  • MT CARMEL STABILIZATION GROUP

  • N B WEST CONTRACTING CO

  • NATIONAL STEEL CONSTRUCTION

  • NODAWAY CONTRACTING CO

  • NORTHERN PIPELINE CONSTRUCTION

  • NORTHSTAR CRANE RENTAL LLC

  • NORTHWEST CRANE SERVICE LLC

  • P1 CONSTRUCTION LLC

  • P1 GROUP INC -ST LUKES

  • PARRISH AND SONS CONSTRUCTION

  • PATRIOT CRANE AND RIGGING LLC

  • PCI ROADS LLC

  • 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

  • PRESTRESSED CASTING

  • PRICE GREGORY INTERNATIONAL

  • PRIME CONTRACTING INC

  • PRO DESIGN CONST LLC

  • PURSELL DAMON CONSTR

  • PURSELL HOLDINGS LLC

  • PYRAMID CONTRACTORS INC

  • PYRAMID EXCAVATION & CONST

  • R & K EXCAVATION INC

  • RABINE PAVING

  • RADMACHER BROS EXCAVATING

  • RAND CONSTRUCTION COMPANY

  • REALM CONSTRUCTION INC

  • RED CEDAR STEEL ERECTORS INC

  • REDFORD CONST CO INC

  • RIEKE MAX & BROS

  • RISING CONSTRUCTION SERVICES INC

  • RITEWAY MAINTENANCE & SUPPLY

  • RMS CRANES LLC

  • RODRIGUEZ CONSTRUCTION & UNDERGROUND

  • RODRIGUEZ MECHANICAL CONT

  • ROHRER JOHN CONTRACTING

  • ROLL-LIFT USA INC

  • ROSEHILL GARDENS

  • ROSETTA CONSTRUCTION LLC

  • RYLIE EQUIP & CONTRACTING CO

  • SANDERS CONSTRUCTION LLC DBA MACP

  • SANILIFT INC

  • SANLIFT INC

  • SCHMIDTLEIN EXCAVATING

  • SCHREIBER CORPORATION

  • SCHRIMPF LANDSCAPING

  • SCHUETZ CONST LLC

  • SCM CONSTRUCTION LLC

  • SEAL-O-MATIC PAVING CO

  • SEBER'S FIELD SERVICE

  • SEVENSON ENVIRONMENTAL SERVICES INC

  • SHAW (GEORGE J ) CONST CO

  • SHEDIGS IT LLC

  • SIMON CRANE SERVICE

  • SITE RITE CONSTRUCTION CO INC

  • SOIL INSTALLERSHELITECH

  • SOUTHERN LIFTING & HOISTING LLC

  • SOUTHERN OPERATORS HEALTH FUND

  • SPIRITAS WRECKING CO

  • SPRINGFIELD ENGINEERING

  • STERETT CRANE & RIGGING

  • STINNETT STONE & SUPPLY

  • SUBSURFACE CONSTRUCTORS INC

  • SUBTERRANEAN MAGIC LLC

  • SUN CONCRETE PUMPING

  • SUPERIOR BOWEN ASPHALT LLC

  • SUPERIOR RAIL SYSTEM L L C

  • TANK CONNECTION FKA ALLIANCE CONSTRUCTOR

  • TANTYTUM CONTRACTORS LLC

  • TENOCH CONSTRUCTION INC

  • THE BOLDT COMPANY

  • THE STATE GROUP

  • TJ AHRENS EXCAVATING INC

  • TOWER PROPERTIES MAIN STREET

  • TOWER PROPERTIES WALNUT STREET

  • TRI-HULL CRANE RENTAL

  • TRIO MASONRY

  • TRUE STEEL LLC

  • U S ENGINEERING CO

  • UNITED BRIDGE BUILDERS INC

  • UNITED PIPING

  • VEIT & CO INC

  • WALDINGER CORPORATION

  • WALKER DOZING AND EXCAVATING LLC

  • WALTERS EXCAVATING LLC

  • WAY & SONS CONSTRUCTION

  • WCT MIDWEST

  • 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

  • ZEBRA WELDING INC

  • ZENITH AMERICAN SOLUTIONS

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413199349312326

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