Civic Intelligence

Midwest Operating Engineers Welfare Fund

EIN 36-6109395 • 501(c)9 • Countryside, IL

View Organization Page

Profile

The fund provides for medical, surgical, dental, accident, disability, death, prescription and hospital benefits for participants and dependents.

6150 Joliet RoadCountryside, IL 60525-3956

www.moefunds.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

13th percentile

0.02x

Higher debt load relative to assets than 13% of similar nonprofits.

$1B+ nonprofits • Source year 2025

Liabilities / Revenue

11th percentile

0.05x

Higher debt load relative to revenue than 11% of similar nonprofits.

$1B+ nonprofits • Source year 2025

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

$1B+ nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$2,298,345,862

Up $260,636,236 (+13%) from 2024

Liabilities

Up

$40,792,541

Up $25,903,141 (+174%) from 2024

Net Assets

Up

$2,257,553,321

Up $234,733,095 (+12%) from 2024

Operations
Liabilities / Revenue11th percentileNet Margin84th percentile

Revenue

Up

$801,801,464

Up $42,926,043 (+5.7%) from 2024

Expenses

Up

$580,707,409

Up $52,618,897 (+10.0%) from 2024

Net Income

Down

$221,094,055

Down $9,692,854 (-4.2%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0B$2.0B$1.0B$0Assets 2010: $362,603,884Liabilities 2010: $125,380,697Net Assets 2010: $237,223,1872010Assets 2011: $422,702,564Liabilities 2011: $132,874,510Net Assets 2011: $289,828,0542011Assets 2012: $507,060,028Liabilities 2012: $136,164,629Net Assets 2012: $370,895,3992012Assets 2013: $625,555,234Liabilities 2013: $153,871,673Net Assets 2013: $471,683,5612013Assets 2014: $554,432,335Liabilities 2014: $141,675,308Net Assets 2014: $412,757,0272014Assets 2015: $609,996,663Liabilities 2015: $147,562,306Net Assets 2015: $462,434,3572015Assets 2017: $693,946,715Liabilities 2017: $49,998,196Net Assets 2017: $643,948,5192017Assets 2018: $624,903,377Liabilities 2018: $51,241,683Net Assets 2018: $573,661,6942018Assets 2019: $569,695,810Liabilities 2019: $32,973,260Net Assets 2019: $536,722,5502019Assets 2020: $1,291,681,164Liabilities 2020: $44,685,724Net Assets 2020: $1,246,995,4402020Assets 2021: $1,653,084,385Liabilities 2021: $74,497,852Net Assets 2021: $1,578,586,5332021Assets 2022: $1,803,952,687Liabilities 2022: $73,019,244Net Assets 2022: $1,730,933,4432022Assets 2023: $1,865,358,899Liabilities 2023: $74,922,492Net Assets 2023: $1,790,436,4072023Assets 2024: $2,037,709,626Liabilities 2024: $14,889,400Net Assets 2024: $2,022,820,2262024Assets 2025: $2,298,345,862Liabilities 2025: $40,792,541Net Assets 2025: $2,257,553,3212025

Highlighted filing

2025

Assets$2,298,345,862
Liabilities$40,792,541
Net Assets$2,257,553,321
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0B$500M$0-$500MExpenses 2010: $222,860,2322010Expenses 2011: $217,609,2972011Expenses 2012: $236,588,4492012Revenue 2013: $331,083,503Expenses 2013: $251,925,709Net Income 2013: $79,157,7942013Revenue 2014: $271,620,602Expenses 2014: $193,646,440Net Income 2014: $77,974,1622014Revenue 2015: $275,760,173Expenses 2015: $200,557,833Net Income 2015: $75,202,3402015Revenue 2017: $261,982,721Expenses 2017: $253,322,942Net Income 2017: $8,659,7792017Revenue 2018: $181,606,894Expenses 2018: $291,519,731Net Income 2018: -$109,912,8372018Revenue 2019: $232,245,552Expenses 2019: $295,072,714Net Income 2019: -$62,827,1622019Revenue 2020: $553,258,778Expenses 2020: $409,651,031Net Income 2020: $143,607,7472020Revenue 2021: $576,632,586Expenses 2021: $396,922,720Net Income 2021: $179,709,8662021Revenue 2022: $632,490,889Expenses 2022: $464,236,201Net Income 2022: $168,254,6882022Revenue 2023: $656,841,797Expenses 2023: $491,879,745Net Income 2023: $164,962,0522023Revenue 2024: $758,875,421Expenses 2024: $528,088,512Net Income 2024: $230,786,9092024Revenue 2025: $801,801,464Expenses 2025: $580,707,409Net Income 2025: $221,094,0552025

Highlighted filing

2025

Revenue$801,801,464
Expenses$580,707,409
Net Income$221,094,055
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,298,345,862
Liabilities
$40,792,541
Net assets
$2,257,553,321
Revenue
$801,801,464
Expenses
$580,707,409
Net income
$221,094,055
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2,298$40.8$2,258$802$581$221
2024Detailed filing. Detailed filing data is available for this year.$2,038$14.9$2,023$759$528$231
2023Detailed filing. Detailed filing data is available for this year.$1,865$74.9$1,790$657$492$165
2022Detailed filing. Detailed filing data is available for this year.$1,804$73.0$1,731$632$464$168
2021Detailed filing. Detailed filing data is available for this year.$1,653$74.5$1,579$577$397$180
2020Detailed filing. Detailed filing data is available for this year.$1,292$44.7$1,247$553$410$144
2019Detailed filing. Detailed filing data is available for this year.$570$33.0$537$232$295$62.8
2018Detailed filing. Detailed filing data is available for this year.$625$51.2$574$182$292$110
2017Detailed filing. Detailed filing data is available for this year.$694$50.0$644$262$253$8.66
2015Detailed filing. Detailed filing data is available for this year.$610$148$462$276$201$75.2
2014Detailed filing. Detailed filing data is available for this year.$554$142$413$272$194$78.0
2013Detailed filing. Detailed filing data is available for this year.$626$154$472$331$252$79.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$507$136$371$237
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$423$133$290$218
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$363$125$237$223
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 23, 2026
Return Version
2024v5.5
Gross Receipts
$822,350,214
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,022,820,226$2,257,553,321▲ $234,733,095
Investments in Publicly Traded Securities$1,162,174,388$1,335,009,760▲ $172,835,372
Investments Other Securities$811,230,951$872,054,949▲ $60,823,998
Accounts Receivable$59,313,061$84,244,482▲ $24,931,421
Cash and Non-Interest-Bearing Accounts$2,320,027$4,829,204▲ $2,509,177
Land, Buildings, and Equipment, Net$1,203,405$1,075,789▼ $127,616
Prepaid Expenses and Deferred Charges$908,826$903,053▼ $5,773
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,037,709,626$2,298,345,862▲ $260,636,236
Other Assets Total$558,968$228,625▼ $330,343
Liabilities
Accounts Payable and Accrued Expenses$8,757,814$34,706,201▲ $25,948,387
Deferred Revenue$5,572,618$5,857,715▲ $285,097
Other Liabilities$558,968$228,625▼ $330,343
Total Liabilities$14,889,400$40,792,541▲ $25,903,141
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,022,820,226$2,257,553,321▲ $234,733,095
Total Liabilities and Net Assets / Fund Balance$2,037,709,626$2,298,345,862▲ $260,636,236

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$940,997$3,576,787$4,517,784
Other Land Buildings$17,320$2,673,549$2,690,869
Equipment$117,472$533,295$650,767
Other Securities$64,396,194--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom BernsteinAdministrative ManagerPT$317,040$115,815$432,855
Angela McmillinAssistant Fund AdministratorPT$185,773$94,032$279,805
Trudy MaresControllerPT$140,617$95,825$236,442
Leigh FoxDirector of OperationsPT$133,567$96,873$230,440
Ann Marie WilliamsPension Manager-$121,787$95,260$217,047
Michael WalshChief Building Engineer-$119,533$86,265$205,798

Board Members and Trustees

NameTitle
James M SweeneyChairman
Daniel PloteTrustee
David FaganTrustee
Frank LizzadroTrustee
Jeffrey HorneTrustee
Mark BarkowskiTrustee
Marshall DouglasTrustee
Melanie IzralTrustee
Michael KresgeTrustee
Steve MichaelsTrustee
Steven CiscoTrustee
David SneltenSec-treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Corporate Health DimensionsMedical Facility Services5500 MARYLAND WAY NO 400, Brentwood, TN 37027$7,457,279
Bluecross Blueshield Of IlPpo Provider300 E RANDOLPH STREET, Chicago, IL 60601$6,537,052
Midwest Coalition Of LaborCoalition Of Labor Organizations6200 JOLIET ROAD, Countryside, IL 60525$3,945,127
Everside Health LLCMedical Facility Services2157 N DAMEN AVENUE, Chicago, IL 60647$2,960,897
Ucs Holdings INCHospital Utilization ReviewDEPT 3819, Dallas, TX 75312$1,294,538
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$700,400,740
Investment Income
$101,385,363
Other Revenue
$15,361
Change in Net Assets
$221,094,055

Audited Revenue Reconciliation

Revenue per Audited Statements
$796,361,562
Revenue Not Reported on Financial Statements
$5,439,902
Revenue Not Reported on Form 990
$13,639,040
Other Revenue Adjustments
$5,338,440
Total Revenue per Audited Statements
$810,000,602
Total Revenue per Form 990
$801,801,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$16,502,869
Other Expenses$8,115,993
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$556,088,547
Other Salaries and Wages---$8,496,870
Other Employee Benefits---$3,516,638
Pension Plan Contributions---$3,285,661
Office Expenses---$1,297,689
Occupancy---$1,139,884
Fees for Services Legal---$824,110
Depreciation Depletion---$793,884
Payroll Taxes---$778,477
Information Technology---$755,270
Fees for Services Other---$555,268
Current Officers, Directors, Trustees, and Key Employees---$425,223
Fees for Services Accounting---$326,380
Other Expenses---$158,233
Insurance---$141,380
Fees for Service Investment Mgmnt Fees---$101,462
Conferences and Meetings---$76,927
Total Functional Expenses$0$0$0$580,707,409

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$580,707,409
Expenses per Audited Statements$575,267,507
Total Expenses per Audited Statements$575,267,507
Expenses Not Reported on Financial Statements$5,439,902
Other Expense Adjustments$5,338,440
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Juli KresgeSpouse of TrusteeCompensation Earned as an Employee of the Organization.No$151,052
Sheri Cisco-mooreDaughter of TrusteeCompensation Earned as an Employee of the Organization.No$130,010
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability to Return Collateral Held for Securities on Loan$228,625
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to the entire board of trustees and administrative manager prior to filing. After the board's review, the form is approved and filed.”

Form 990, Part VI, Section B, Line 12C

“The board of trustees shall regularly and consistently monitor and enforce compliance with this policy taking all steps they deem necessary to ensure such monitoring and enforcement.”

Form 990, Part VI, Section B, Line 15

“Salaries are annually reviewed and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request at the fund office.”

FORM 990, PART VII, SECTION A, LINE 1A:

“The organization's administrative manager, director of communications, director of operations, controller, and collectors are shared employees and hold the same position for several related entities. The reporting organization is reimbursed by the related entities for their portion of the salaries, fringe benefits, and payroll taxes for the administrative manager, controller, pension manager and communication director. The reporting organization reimburses one of the related entities for its portion of the salaries, fringe benefits, and payroll taxes for the collectors.”

Filing and Contact Details

Filer

Filer Name
Midwest Operating Engineers Welfare Fund
EIN
36-6109395
Phone
7084827300
Address
6150 JOLIET ROAD, COUNTRYSIDE, IL 60525-3956

Signing Officer

Name
James M Sweeney
Title
Trustee
Phone
7084827300
Signed
2026-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James M Sweeney
Formed
1953
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
6
Employees
125
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CENTER SUITE, 700, WESTCHESTER, IL 60154
Preparer
Douglas Schwegman
Phone
3123680500
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Line B and Part XII, Line 2B

“Financial statements: the midwest operating engineers welfare fund and midwest operating engineers retiree welfare plan operate under one trust agreement. Each plan issues separate audited financial statements. Based on guidance from the internal revenue service, effective april 1, 2018 both plans are reported on this form 990 on a consolidated basis.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursement of shared administrative expenses 5,338,440.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursement of shared administrative expenses 5,338,440.”

Raw XML AppendixShowing 400 of 7,500 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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