# Board Of Trustees Midwest Operating Engineers Retiree Welfare Plan Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-midwest-operating-engineers-retiree-welfare-plan-371752023-502 > Board Of Trustees Midwest Operating Engineers Retiree Welfare Plan's Health & Welfare plan: 8,378 participants, plan year 2024 financials, providers, and ben… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees Midwest Operating Engineers Retiree Welfare Plan - **Sponsor EIN:** 371752023 - **Sponsor Address:** 6150 JOLIET ROAD, COUNTRYSIDE, IL, 60525 - **Plan Type:** Health & Welfare - **Plan Number:** 502 - **Total Participants:** 8,378 - **Total Assets:** $1.3B ## Key Plan Design Features - **Auto-Enrollment:** No - **Auto-Escalation:** No - **Allows Roth Contributions:** No - **Participant Loans:** No - **Participant-Directed Investments:** No - **ERISA Section 404(c) Fiduciary Safe Harbor:** No ## Plan Financials by Year | Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.| | 2024|8,378|$1.3B|$174.5M|$40.3M| | 2023|8,282|$1.2B|$167.0M|$37.9M| | 2022|8,079|$1.0B|$156.5M|$36.2M| ## Service Providers (Schedule C) Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees). | Provider Name| Role| Direct Compensation| Indirect Compensation| Total Fees| | CORPORATE HEALTH DIMENSIONS|Other Service Provider|$1,786,673|—|$1,786,673| | MIDWEST COALITION OF LABOR|Other Service Provider|$1,017,290|—|$1,017,290| | BLUECROSS BLUESHIELD OF ILLINOIS|Other Service Provider|$921,155|—|$921,155| | EVERSIDE HEALTH LLC|Other Service Provider|$791,117|—|$791,117| | RED CARD SYSTEMS, LLC|Other Service Provider|$303,739|—|$303,739| | MOE IT SERVICE CORPORATION|Other Service Provider|$231,387|—|$231,387| | DELTA DENTAL OF ILLINOIS|Other Service Provider|$194,967|—|$194,967| | VALENZ HEALTH|Other Service Provider|$184,822|—|$184,822| | UCS HOLDINGS|Other Service Provider|$151,892|—|$151,892| | LEGACY PROFESSIONALS LLP|Auditor|$107,249|—|$107,249| | THE SEGAL COMPANY|Other Service Provider|$106,817|—|$106,817| | ANNA BOZICH|Recordkeeper|$93,571|—|$93,571| | BRIDGEWAY BENEFIT TECHNOLOGIES, LLC|Other Service Provider|$87,677|—|$87,677| | BOND BROTHERS & CO.|Other Service Provider|$86,404|—|$86,404| | ANGELICA AMADOR|Recordkeeper|$76,545|—|$76,545| | INSTITUTE FOR WORKER WELFARE|Other Service Provider|$76,506|—|$76,506| | KELSIE PECENY|Recordkeeper|$75,716|—|$75,716| | TANYA REED|Recordkeeper|$73,409|—|$73,409| | JENNIFER MEISTER|Recordkeeper|$71,813|$59|$71,872| | ABSOLUTE SOLUTIONS LLC|Other Service Provider|$66,822|—|$66,822| | FRANCES LIMANDRI-BURGOS|Recordkeeper|$66,247|—|$66,247| | MATTHEW MOSQUEDA|Recordkeeper|$65,111|$98|$65,209| | MARY DAVIS|Recordkeeper|$64,056|—|$64,056| | JENNIFER BEEMSTERBOER|Recordkeeper|$63,974|—|$63,974| | BETTY PHILLIPS|Recordkeeper|$58,872|—|$58,872| | JACKIE CALDWELL|Recordkeeper|$58,851|—|$58,851| | CHERYLE PICKETT DENNIS|Recordkeeper|$58,849|—|$58,849| | NANCY MCKINLEY|Recordkeeper|$58,627|—|$58,627| | VATISHA HAMMICK|Recordkeeper|$58,454|—|$58,454| | MARICRUZ CERVANTES|Recordkeeper|$57,958|—|$57,958| | TONI ROWLAND|Recordkeeper|$57,881|—|$57,881| | KAITLYN ODEKIRK|Recordkeeper|$57,508|—|$57,508| | CHRISTINE MOWINSKI|Recordkeeper|$56,583|—|$56,583| | HECTOR TAPIA|Recordkeeper|$56,563|—|$56,563| | ALLISON CIANCI|Recordkeeper|$56,499|—|$56,499| | GENERAL DYNAMICS INFORMATION TECH|Other Service Provider|$55,748|—|$55,748| | JULI KRESGE|Recordkeeper|$55,304|—|$55,304| | MARIE JOERMS|Recordkeeper|$54,257|—|$54,257| | SYLVIA MCAROY|Recordkeeper|$54,203|—|$54,203| | BEATA GARCZEK|Recordkeeper|$54,181|—|$54,181| | LAVERNE PURCHASE|Recordkeeper|$53,707|—|$53,707| | GILBERT PEREZ|Recordkeeper|$53,629|—|$53,629| | WANDA BUSS|Recordkeeper|$53,546|—|$53,546| | JESSIKA PUENTE|Recordkeeper|$53,137|—|$53,137| | MICHELLE PICCOLO|Recordkeeper|$52,813|—|$52,813| | ARLENE ORMISTON|Recordkeeper|$51,438|—|$51,438| | SARAH SMITH|Recordkeeper|$47,795|—|$47,795| | JESSICA LEWNER|Recordkeeper|$46,960|—|$46,960| | LUZ CASTILLO|Recordkeeper|$46,289|—|$46,289| | NINNO SHIELDS|Recordkeeper|$45,712|—|$45,712| | THOMAS BERNSTEIN|Recordkeeper|$45,532|—|$45,532| | CHRISTINA MONTOR|Recordkeeper|$45,407|—|$45,407| | JENNIFER SOMONE|Recordkeeper|$45,101|—|$45,101| | DAWN KENNEDY|Recordkeeper|$44,902|—|$44,902| | MARISA MARQUEZ|Recordkeeper|$44,202|—|$44,202| | ELIZABETH MIRANDA|Recordkeeper|$43,958|—|$43,958| | JESSICA LOZA|Recordkeeper|$43,858|—|$43,858| | LAURA GODBOUT|Recordkeeper|$43,318|—|$43,318| | TIFFANY VANDYKE|Recordkeeper|$42,570|—|$42,570| | STEVEN CISCO|Custodian / Trustee|$41,994|—|$41,994| | MARIA CORRAL|Recordkeeper|$40,916|—|$40,916| | MARQUETTE ASSOCIATES|Other Service Provider|$40,000|—|$40,000| | GLORIA FARIAS|Recordkeeper|$39,229|—|$39,229| | NANCY BARRON|Recordkeeper|$38,890|—|$38,890| | COURTNEY CARLOCK|Recordkeeper|$38,366|—|$38,366| | AARON VAN OSTRAND|Recordkeeper|$37,930|—|$37,930| | MCGANN, KETTERMAN & RIOUX|Other Service Provider|$36,955|—|$36,955| | KERI BJELKE|Recordkeeper|$36,478|—|$36,478| | KIMBERLY SUCHORABSKI|Recordkeeper|$35,999|—|$35,999| | ANNETTE WINSTON|Recordkeeper|$35,239|—|$35,239| | JENIE BROWN|Recordkeeper|$33,191|—|$33,191| | TONGELA RICE-MCAROY|Recordkeeper|$30,467|—|$30,467| | KELLY HAYES|Recordkeeper|$30,208|—|$30,208| | ANGELA MCMILLIN|Recordkeeper|$29,827|—|$29,827| | LAURA ADRIEANSEN|Recordkeeper|$27,881|—|$27,881| | PBRIX, INC.|Other Service Provider|$27,288|—|$27,288| | KYLA HODGE|Recordkeeper|$26,577|—|$26,577| | TRUDY MARES|Recordkeeper|$26,292|—|$26,292| | FIRST AMERICAN ADMINISTRATORS INC|Other Service Provider|$21,479|—|$21,479| | CHANGE HEALTHCARE SOLUTIONS|Other Service Provider|$18,278|—|$18,278| | MMUSA ACQUISITION II CORP|Other Service Provider|$14,753|—|$14,753| | ALLONE HEALTH|Recordkeeper|$13,759|—|$13,759| | THE NORTHERN TRUST CORPORATION|Other Service Provider|$11,904|—|$11,904| | FAIR HEALTH INC.|Other Service Provider|$7,490|—|$7,490| | THOMPSON COBURN LLP|ERISA Attorney|$7,153|—|$7,153| | ACCRETIVE GLOBAL INSURANCE SERVICES|Other Service Provider|$6,495|—|$6,495| | STROKE DETECTION PLUS INC.|Other Service Provider|$6,081|—|$6,081| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor - [ANNA BOZICH](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ANGELICA AMADOR](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [KELSIE PECENY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [TANYA REED](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JENNIFER MEISTER](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [FRANCES LIMANDRI-BURGOS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MATTHEW MOSQUEDA](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MARY DAVIS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JENNIFER BEEMSTERBOER](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [BETTY PHILLIPS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JACKIE CALDWELL](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [CHERYLE PICKETT DENNIS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [NANCY MCKINLEY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [VATISHA HAMMICK](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MARICRUZ CERVANTES](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [TONI ROWLAND](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [KAITLYN ODEKIRK](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [CHRISTINE MOWINSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [HECTOR TAPIA](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ALLISON CIANCI](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JULI KRESGE](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MARIE JOERMS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [SYLVIA MCAROY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [BEATA GARCZEK](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [LAVERNE PURCHASE](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [GILBERT PEREZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [WANDA BUSS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JESSIKA PUENTE](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MICHELLE PICCOLO](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ARLENE ORMISTON](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [SARAH SMITH](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JESSICA LEWNER](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [LUZ CASTILLO](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [NINNO SHIELDS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [THOMAS BERNSTEIN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [CHRISTINA MONTOR](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JENNIFER SOMONE](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [DAWN KENNEDY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [MARISA MARQUEZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ELIZABETH MIRANDA](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JESSICA LOZA](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [LAURA GODBOUT](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [TIFFANY VANDYKE](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [STEVEN CISCO](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee - [MARIA CORRAL](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [GLORIA FARIAS](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [NANCY BARRON](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [COURTNEY CARLOCK](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [AARON VAN OSTRAND](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [KERI BJELKE](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [KIMBERLY SUCHORABSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ANNETTE WINSTON](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [JENIE BROWN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [TONGELA RICE-MCAROY](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [KELLY HAYES](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ANGELA MCMILLIN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [LAURA ADRIEANSEN](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [KYLA HODGE](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [TRUDY MARES](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [ALLONE HEALTH](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [THOMPSON COBURN LLP](https://planprovider.pro/provider/thompson-coburn-llp) — ERISA Attorney ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $9,340,447 - **Estimated Expense Ratio:** 0.703% of plan assets ### Historical Administrative Expenses Breakdown of administrative expense categories reported on Form 5500 filings. | Year| Total Admin Expenses| Investment Mgmt Fees| Contract Admin Fees| IQPA Audit Fees| Professional Fees| | 2024|$5,806,285|$40,000|—|$37,000|—| | 2023|$5,775,777|$416,805|—|$43,000|—| | 2022|$5,772,172|$810,863|—|—|$350,839| ## Similar Plans - [Board Of Trustees Iuoe Local 399 Deferred Compensation Savings Plan](https://planprovider.pro/companies/board-of-trustees-iuoe-local-399-deferred-compensation-savings-plan-401k-plan) — 7,078 participants - [Ironworkers National Pension Plan Board Of Trustees](https://planprovider.pro/companies/ironworkers-national-pension-plan-board-of-trustees-526122274-001) — 2,852 participants - [Tempus Ai, INC.](https://planprovider.pro/companies/tempus-ai-inc-474903308-501) — 2,422 participants - [Crystal Clean, LLC](https://planprovider.pro/companies/heritage-crystal-clean-llc-401k-plan) — 2,067 participants - [Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Def. Cont. Retire. Fund](https://planprovider.pro/companies/trstees-mach-mvrs-riggers-mach-erec-local-136-def-cont-retire-fund-363637616-005) — 931 participants - [U.S. Waterproofing](https://planprovider.pro/companies/u-s-waterproofing-401k-plan) — 372 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-midwest-operating-engineers-retiree-welfare-plan-371752023-502) © 2026 PlanProvider.Pro