Plan Snapshot
- Plan Sponsor: Board Of Trustees Midwest Operating Engineers Welfare Fund
- Sponsor EIN: 366109395
- Sponsor Address: 6150 JOLIET ROAD, COUNTRYSIDE, IL, 605253956
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 15,073
- Total Assets: $928.2M
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 | 15,073 | $928.2M | $362.7M | $33.2M |
| 2023 | 15,060 | $836.3M | $357.1M | $34.1M |
| 2022 | 14,783 | $779.6M | $335.4M | $33.4M |
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 |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF IL | Other Service Provider | $5,610,119 | — | $5,610,119 |
| PREMISE HEALTH EMPLOYER SOLUTIONS | Other Service Provider | $4,648,164 | — | $4,648,164 |
| MIDWEST COALITION OF LABOR | Other Service Provider | $2,570,497 | — | $2,570,497 |
| EVERSIDE HEALTH LLC | Other Service Provider | $1,825,128 | — | $1,825,128 |
| UCS HOLDINGS, INC. | Other Service Provider | $786,223 | — | $786,223 |
| MOE NOT-FOR-PROFIT IT SERVICE | Other Service Provider | $534,130 | — | $534,130 |
| MCGANN, KETTERMAN & RIOUX | Other Service Provider | $512,049 | — | $512,049 |
| VALENZPROTEKHT, LLC | Other Service Provider | $392,715 | — | $392,715 |
| MARATHON HEALTH PARENT, LLC | Other Service Provider | $317,954 | — | $317,954 |
| DELTA DENTAL OF ILLINOIS | Other Service Provider | $300,332 | — | $300,332 |
| RED CARD SYSTEMS, LLC | Other Service Provider | $299,574 | — | $299,574 |
| CONIFER VALUE-BASED CARE, LLC | Other Service Provider | $278,671 | — | $278,671 |
| THOMAS BERNSTEIN | Recordkeeper | $228,345 | $94 | $228,439 |
| THE SEGAL COMPANY | Other Service Provider | $220,339 | — | $220,339 |
| ALLONE HEALTH RESOURCES | Recordkeeper | $217,407 | — | $217,407 |
| LEGACY PROFESSIONALS LLP | Auditor | $211,327 | — | $211,327 |
| KIMBERLY WEBB | Recordkeeper | $206,155 | — | $206,155 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | Other Service Provider | $203,320 | — | $203,320 |
| INSTITUTE FOR WORKER WELFARE | Other Service Provider | $173,174 | — | $173,174 |
| DAWN NOWAK | Recordkeeper | $159,641 | — | $159,641 |
| ANGELA MCMILLIN | Recordkeeper | $151,633 | — | $151,633 |
| DOMINIC BIONDOLILLO | Recordkeeper | $137,502 | — | $137,502 |
| PBIRX, INC. | Other Service Provider | $130,974 | — | $130,974 |
| LEIGH FOX | Recordkeeper | $124,737 | $279 | $125,016 |
| KELSIE PECENY | Recordkeeper | $123,943 | — | $123,943 |
| STEVEN CISCO | Custodian / Trustee | $120,978 | — | $120,978 |
| TANYA REED | Recordkeeper | $120,492 | — | $120,492 |
| JENNIFER MEISTER | Recordkeeper | $116,866 | $97 | $116,963 |
| TRACY BIELA | Recordkeeper | $113,098 | — | $113,098 |
| FRANCES LIMANDRI-BURGOS | Recordkeeper | $111,060 | — | $111,060 |
| MARY DAVIS | Recordkeeper | $104,405 | — | $104,405 |
| ILIANA BAEZ | Recordkeeper | $98,705 | — | $98,705 |
| JENNIFER BEEMSTERBOER | Recordkeeper | $98,308 | — | $98,308 |
| NANCY MCKINLEY | Recordkeeper | $98,123 | — | $98,123 |
| CHERYLE PICKETT DENNIS | Recordkeeper | $97,437 | — | $97,437 |
| BETTY PHILLIPS | Recordkeeper | $97,248 | — | $97,248 |
| VATISHA HAMMICK | Recordkeeper | $97,209 | — | $97,209 |
| JACKIE CALDWELL | Recordkeeper | $96,470 | — | $96,470 |
| MATTHEW MOSQUEDA | Recordkeeper | $95,422 | $141 | $95,563 |
| KAITLYN ODEKIRK | Recordkeeper | $95,562 | — | $95,562 |
| ANNA BOZICH | Recordkeeper | $94,767 | — | $94,767 |
| TONI ROWLAND | Recordkeeper | $94,437 | — | $94,437 |
| MARICRUZ CERVANTES | Recordkeeper | $94,049 | — | $94,049 |
| JULI KRESGE | Recordkeeper | $93,562 | — | $93,562 |
| ALLISON CIANCI | Recordkeeper | $93,238 | — | $93,238 |
| CHRISTINE MOWINSKI | Recordkeeper | $92,550 | — | $92,550 |
| HECTOR TAPIA | Recordkeeper | $91,420 | — | $91,420 |
| NANCY AMABILE | Recordkeeper | $91,001 | $242 | $91,243 |
| SYLVIA MCAROY | Recordkeeper | $89,625 | — | $89,625 |
| MARIE JOERMS | Recordkeeper | $88,167 | — | $88,167 |
| BEATA GARCZEK | Recordkeeper | $88,136 | — | $88,136 |
| GILBERT PEREZ | Recordkeeper | $88,011 | — | $88,011 |
| WANDA BUSS | Recordkeeper | $87,582 | — | $87,582 |
| LAVERNE PURCHASE | Recordkeeper | $87,420 | — | $87,420 |
| JESSIKA PUENTE | Recordkeeper | $86,362 | — | $86,362 |
| MICHELLE PICCOLO | Recordkeeper | $84,820 | — | $84,820 |
| ARLENE ORMISTON | Recordkeeper | $84,792 | — | $84,792 |
| KEVIN BOTWINSKI | Recordkeeper | $82,451 | — | $82,451 |
| KERI BJELKE | Recordkeeper | $82,101 | — | $82,101 |
| MICHELLE SPENCER | Recordkeeper | $80,557 | $798 | $81,355 |
| SARAH SMITH | Recordkeeper | $80,856 | — | $80,856 |
| ANGELICA AMADOR | Recordkeeper | $79,650 | — | $79,650 |
| TRUDY MARES | Recordkeeper | $79,071 | — | $79,071 |
| JESSICA LEWNER | Recordkeeper | $78,624 | — | $78,624 |
| NINNO SHIELDS | Recordkeeper | $76,723 | — | $76,723 |
| MULTIPLAN, INC. | Other Service Provider | $76,583 | — | $76,583 |
| CHRISTINA MONTOR | Recordkeeper | $76,297 | — | $76,297 |
| JESSICA LOZA | Recordkeeper | $76,156 | — | $76,156 |
| DAWN KENNEDY | Recordkeeper | $73,974 | — | $73,974 |
| JENIE BROWN | Recordkeeper | $73,923 | — | $73,923 |
| MARISA MARQUEZ | Recordkeeper | $73,801 | — | $73,801 |
| ELIZABETH MIRANDA | Recordkeeper | $73,035 | — | $73,035 |
| BOND BROTHERS COMPANY | Other Service Provider | $71,073 | — | $71,073 |
| LAURA GODBOUT | Recordkeeper | $69,984 | — | $69,984 |
| NANCY BARRON | Recordkeeper | $67,614 | — | $67,614 |
| TONGELA RICE-MCAROY | Recordkeeper | $67,535 | — | $67,535 |
| KELLY HAYES | Recordkeeper | $67,399 | — | $67,399 |
| LUZ CASTILLO | Recordkeeper | $67,010 | — | $67,010 |
| LAURA ADRIEANSEN | Recordkeeper | $66,746 | — | $66,746 |
| KEVIN BUDINGER | Recordkeeper | $66,585 | — | $66,585 |
| JENNIFER SOMONE | Recordkeeper | $65,210 | — | $65,210 |
| KYLA HODGE | Recordkeeper | $65,133 | — | $65,133 |
| TIFFANY VANDYKE | Recordkeeper | $61,222 | — | $61,222 |
| MARIA CORRAL | Recordkeeper | $58,901 | — | $58,901 |
| KARYN JOHNSON | Recordkeeper | $58,454 | — | $58,454 |
| GLORIA FARIAS | Recordkeeper | $57,322 | — | $57,322 |
| COURTNEY CARLOCK | Recordkeeper | $56,874 | — | $56,874 |
| CRYSTAL MOORE | Recordkeeper | $56,788 | — | $56,788 |
| KATHY SAVAGE | Recordkeeper | $56,149 | — | $56,149 |
| AARON VAN OSTRAND | Recordkeeper | $54,907 | — | $54,907 |
| JAMIE SCUMACI | Recordkeeper | $54,140 | — | $54,140 |
| KIMBERLY SUCHORABSKI | Recordkeeper | $52,131 | — | $52,131 |
| EDITH BURNETT | Recordkeeper | $51,735 | — | $51,735 |
| JESSICA MEZERA | Recordkeeper | $51,341 | — | $51,341 |
| MARQUETTE ASSOCIATES, INC. | Other Service Provider | $50,000 | — | $50,000 |
| ABM INDUSTRIES, INC. | Other Service Provider | $47,486 | — | $47,486 |
| AMANDA LINDAU | Recordkeeper | $45,926 | — | $45,926 |
| DESTINY RICHARDSON | Recordkeeper | $45,693 | — | $45,693 |
| ELIZABETH SANDOVAL | Recordkeeper | $44,870 | — | $44,870 |
| PAIGE MUILENBURG | Recordkeeper | $44,456 | — | $44,456 |
| SHERI CISCO | Recordkeeper | $43,216 | — | $43,216 |
| KAILEY CANEDO | Recordkeeper | $42,841 | — | $42,841 |
| HALLE SCHAAFSMA | Recordkeeper | $42,687 | — | $42,687 |
| LUCIA URQUIZO | Recordkeeper | $41,282 | — | $41,282 |
| EMILY CERVANTES | Recordkeeper | $38,134 | — | $38,134 |
| FIRST AMERICAN ADMINISTRATORS, INC. | Other Service Provider | $37,806 | — | $37,806 |
| ANNETTE WINSTON | Recordkeeper | $35,990 | — | $35,990 |
| ADP | Other Service Provider | $35,110 | — | $35,110 |
| JESSICA HUIZAR SOLIS | Recordkeeper | $34,389 | — | $34,389 |
| DEBRA MCLAUGHLIN | Recordkeeper | $34,330 | — | $34,330 |
| CINDY GARCIA | Recordkeeper | $31,640 | — | $31,640 |
| CYNTHIA ALVAREZ | Recordkeeper | $30,752 | — | $30,752 |
| MMUSA ACQUISITION II CORP | Other Service Provider | $30,351 | — | $30,351 |
| JACQUELINE BENLINE | Recordkeeper | $30,192 | — | $30,192 |
| JOHN GRZYMSKI | Recordkeeper | $29,846 | — | $29,846 |
| KATHLEEN GRIMM | Other Service Provider | $29,025 | — | $29,025 |
| COLLEEN ZAREMBSKI | Recordkeeper | $27,765 | — | $27,765 |
| KALLISTA TAYLOR | Recordkeeper | $25,577 | — | $25,577 |
| DEJA HORN | Recordkeeper | $25,241 | — | $25,241 |
| ACCURATE DOCUMENT DESTRUCTION | Other Service Provider | $25,158 | — | $25,158 |
| FAIR HEALTH, INC. | Other Service Provider | $22,806 | — | $22,806 |
| DR. ALEXIS JAMES ARGUELLO | Other Service Provider | $18,390 | — | $18,390 |
| THOMPSON COBURN LLP | ERISA Attorney | $17,955 | — | $17,955 |
| STROKE DETECTION PLUS INC. | Other Service Provider | $16,358 | — | $16,358 |
| MEBFC, INC. | Other Service Provider | $15,000 | — | $15,000 |
| SECURITAS TECHNOLOGY CORPORATION | Other Service Provider | $10,528 | — | $10,528 |
| FILES.COM | Other Service Provider | $7,267 | — | $7,267 |
| MESIROW FINANCIAL | Other Service Provider | $6,405 | — | $6,405 |
| THE NORTHERN TRUST CORPORATION | Other Service Provider | $5,057 | — | $5,057 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THOMAS BERNSTEIN — Recordkeeper
- ALLONE HEALTH RESOURCES — Recordkeeper
- LEGACY PROFESSIONALS LLP — Auditor
- KIMBERLY WEBB — Recordkeeper
- DAWN NOWAK — Recordkeeper
- ANGELA MCMILLIN — Recordkeeper
- DOMINIC BIONDOLILLO — Recordkeeper
- LEIGH FOX — Recordkeeper
- KELSIE PECENY — Recordkeeper
- STEVEN CISCO — Custodian / Trustee
- TANYA REED — Recordkeeper
- JENNIFER MEISTER — Recordkeeper
- TRACY BIELA — Recordkeeper
- FRANCES LIMANDRI-BURGOS — Recordkeeper
- MARY DAVIS — Recordkeeper
- ILIANA BAEZ — Recordkeeper
- JENNIFER BEEMSTERBOER — Recordkeeper
- NANCY MCKINLEY — Recordkeeper
- CHERYLE PICKETT DENNIS — Recordkeeper
- BETTY PHILLIPS — Recordkeeper
- VATISHA HAMMICK — Recordkeeper
- JACKIE CALDWELL — Recordkeeper
- MATTHEW MOSQUEDA — Recordkeeper
- KAITLYN ODEKIRK — Recordkeeper
- ANNA BOZICH — Recordkeeper
- TONI ROWLAND — Recordkeeper
- MARICRUZ CERVANTES — Recordkeeper
- JULI KRESGE — Recordkeeper
- ALLISON CIANCI — Recordkeeper
- CHRISTINE MOWINSKI — Recordkeeper
- HECTOR TAPIA — Recordkeeper
- NANCY AMABILE — Recordkeeper
- SYLVIA MCAROY — Recordkeeper
- MARIE JOERMS — Recordkeeper
- BEATA GARCZEK — Recordkeeper
- GILBERT PEREZ — Recordkeeper
- WANDA BUSS — Recordkeeper
- LAVERNE PURCHASE — Recordkeeper
- JESSIKA PUENTE — Recordkeeper
- MICHELLE PICCOLO — Recordkeeper
- ARLENE ORMISTON — Recordkeeper
- KEVIN BOTWINSKI — Recordkeeper
- KERI BJELKE — Recordkeeper
- MICHELLE SPENCER — Recordkeeper
- SARAH SMITH — Recordkeeper
- ANGELICA AMADOR — Recordkeeper
- TRUDY MARES — Recordkeeper
- JESSICA LEWNER — Recordkeeper
- NINNO SHIELDS — Recordkeeper
- CHRISTINA MONTOR — Recordkeeper
- JESSICA LOZA — Recordkeeper
- DAWN KENNEDY — Recordkeeper
- JENIE BROWN — Recordkeeper
- MARISA MARQUEZ — Recordkeeper
- ELIZABETH MIRANDA — Recordkeeper
- LAURA GODBOUT — Recordkeeper
- NANCY BARRON — Recordkeeper
- TONGELA RICE-MCAROY — Recordkeeper
- KELLY HAYES — Recordkeeper
- LUZ CASTILLO — Recordkeeper
- LAURA ADRIEANSEN — Recordkeeper
- KEVIN BUDINGER — Recordkeeper
- JENNIFER SOMONE — Recordkeeper
- KYLA HODGE — Recordkeeper
- TIFFANY VANDYKE — Recordkeeper
- MARIA CORRAL — Recordkeeper
- KARYN JOHNSON — Recordkeeper
- GLORIA FARIAS — Recordkeeper
- COURTNEY CARLOCK — Recordkeeper
- CRYSTAL MOORE — Recordkeeper
- KATHY SAVAGE — Recordkeeper
- AARON VAN OSTRAND — Recordkeeper
- JAMIE SCUMACI — Recordkeeper
- KIMBERLY SUCHORABSKI — Recordkeeper
- EDITH BURNETT — Recordkeeper
- JESSICA MEZERA — Recordkeeper
- AMANDA LINDAU — Recordkeeper
- DESTINY RICHARDSON — Recordkeeper
- ELIZABETH SANDOVAL — Recordkeeper
- PAIGE MUILENBURG — Recordkeeper
- SHERI CISCO — Recordkeeper
- KAILEY CANEDO — Recordkeeper
- HALLE SCHAAFSMA — Recordkeeper
- LUCIA URQUIZO — Recordkeeper
- EMILY CERVANTES — Recordkeeper
- ANNETTE WINSTON — Recordkeeper
- JESSICA HUIZAR SOLIS — Recordkeeper
- DEBRA MCLAUGHLIN — Recordkeeper
- CINDY GARCIA — Recordkeeper
- CYNTHIA ALVAREZ — Recordkeeper
- JACQUELINE BENLINE — Recordkeeper
- JOHN GRZYMSKI — Recordkeeper
- COLLEEN ZAREMBSKI — Recordkeeper
- KALLISTA TAYLOR — Recordkeeper
- DEJA HORN — Recordkeeper
- 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: $27,034,610
- Estimated Expense Ratio: 2.912% 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 | $22,310,010 | $56,405 | — | $53,000 | — |
| 2023 | $20,569,649 | $685,309 | — | $49,000 | — |
| 2022 | $20,121,987 | $784,774 | — | — | $1,164,552 |