# Board Of Trustees Midwest Operating Engineers Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-midwest-operating-engineers-welfare-fund-366109395-501

> Board Of Trustees Midwest Operating Engineers Welfare Fund's 401(k) plan: 15,073 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ALLONE HEALTH RESOURCES](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [KIMBERLY WEBB](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DAWN NOWAK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANGELA MCMILLIN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DOMINIC BIONDOLILLO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [LEIGH FOX](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KELSIE PECENY](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [STEVEN CISCO](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

- [TANYA REED](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JENNIFER MEISTER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [TRACY BIELA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [FRANCES LIMANDRI-BURGOS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MARY DAVIS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ILIANA BAEZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JENNIFER BEEMSTERBOER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [NANCY MCKINLEY](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CHERYLE PICKETT DENNIS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [BETTY PHILLIPS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [VATISHA HAMMICK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JACKIE CALDWELL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MATTHEW MOSQUEDA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KAITLYN ODEKIRK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANNA BOZICH](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [TONI ROWLAND](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MARICRUZ CERVANTES](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JULI KRESGE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ALLISON CIANCI](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

- [NANCY AMABILE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SYLVIA MCAROY](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MARIE JOERMS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [BEATA GARCZEK](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

- [LAVERNE PURCHASE](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

- [KEVIN BOTWINSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KERI BJELKE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MICHELLE SPENCER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SARAH SMITH](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANGELICA AMADOR](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [TRUDY MARES](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JESSICA LEWNER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [NINNO SHIELDS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CHRISTINA MONTOR](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JESSICA LOZA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DAWN KENNEDY](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JENIE BROWN](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

- [LAURA GODBOUT](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [NANCY BARRON](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

- [LUZ CASTILLO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [LAURA ADRIEANSEN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KEVIN BUDINGER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JENNIFER SOMONE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KYLA HODGE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [TIFFANY VANDYKE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MARIA CORRAL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KARYN JOHNSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [GLORIA FARIAS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [COURTNEY CARLOCK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CRYSTAL MOORE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KATHY SAVAGE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [AARON VAN OSTRAND](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JAMIE SCUMACI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KIMBERLY SUCHORABSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [EDITH BURNETT](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JESSICA MEZERA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [AMANDA LINDAU](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DESTINY RICHARDSON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ELIZABETH SANDOVAL](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [PAIGE MUILENBURG](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [SHERI CISCO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KAILEY CANEDO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [HALLE SCHAAFSMA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [LUCIA URQUIZO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [EMILY CERVANTES](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANNETTE WINSTON](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JESSICA HUIZAR SOLIS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DEBRA MCLAUGHLIN](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CINDY GARCIA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CYNTHIA ALVAREZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JACQUELINE BENLINE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JOHN GRZYMSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [COLLEEN ZAREMBSKI](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [KALLISTA TAYLOR](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [DEJA HORN](https://planprovider.pro/provider/john-hancock) — 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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-midwest-operating-engineers-welfare-fund-366109395-501)

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