Operating Engineers 101 Health And Welfare Fund

Kansas City, MO
Tax-exempt since Aug. 1964
EIN: 44-0663379

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Details

According to its Dec. 2022 tax filing, this nonprofit:

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

$58.4M (2022)

Expenses

$54.9M (2022)

Total Assets

$59.8M (2022)

Total Liabilities

$416k (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Revenue

$58,383,686

Expenses

$54,878,814

Net Income

$3,504,872

Net Assets

$59,423,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$56,683,585	97.1%
Investment Income	$1,258,763	2.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$195,161
Net Inventory Sales	$0
Other Revenue	$636,499	1.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$59,839,200
Total Liabilities	$415,566
Net Assets	$59,423,634

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Scott Rettig (Co Chair)	$0	$0	$0
Michael Shuey (Union Trustee)	$0	$57,402	$8,471
Aaron Brown (Union Trustee)	$0	$168,046	$25,402
Bernard Jacquinot (Management Trustee)	$0	$0	$0
Matthew Bowen (Management Trustee)	$0	$0	$0
Edward Desoignie (Co Chair)	$0	$0	$0
Bridgette Williams (See Schedule O)	$0	$0	$0
Patrick O'donnell (Management Trustee)	$0	$0	$0
Joshua Davis (Union Trustee)	$0	$141,163	$25,402

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990

Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$55,577,052

Expenses

$52,562,800

Net Income

$3,014,252

Net Assets

$62,911,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$53,763,744	96.7%
Investment Income	$1,100,035	2.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$693,545	1.2%
Net Inventory Sales	$0
Other Revenue	$19,728	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$63,041,561
Total Liabilities	$130,375
Net Assets	$62,911,186

Compensation

Key Employees and Officers	Compensation	Related	Other
Scott Rettig (Union Co Chairman)	$0	$0	$0
Michael Shuey (Union Trustee)	$0	$181,813	$26,156
Aaron Brown (Union Trustee)	$0	$146,298	$26,156
Bernard Jacquinot (Management Trustee)	$0	$0	$0
Matthew Bowen (Management Trustee)	$0	$0	$0
Edward Desoignie (Management Co Chairman)	$0	$0	$0

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990

Filed on Nov. 13, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$54,273,935

Expenses

$50,351,595

Net Income

$3,922,340

Net Assets

$58,348,519

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$54,694,055	> 100%
Investment Income	$990,810	1.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,419,962
Net Inventory Sales	$0
Other Revenue	$9,032	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$58,813,997
Total Liabilities	$465,478
Net Assets	$58,348,519

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Scott Rettig (Union Co Chairman)	$0	$188,040	$25,402
Michael Shuey (Union Trustee)	$0	$145,954	$25,402
Aaron Brown (Union Trustee)	$0	$133,515	$25,402
Rodger Kaminska (Union Trustee Through 1/24/2020)	$0	$0	$0
Bernard Jacquinot (Management Co Chairman)	$0	$0	$0
Matthew Bowen (Management Trustee)	$0	$0	$0
Edward Desoignie (Management Trustee)	$0	$0	$0

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990

Filed on Nov. 11, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$52,407,694

Expenses

$48,826,846

Net Income

$3,580,848

Net Assets

$51,795,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$51,785,985	98.8%
Investment Income	$1,076,961	2.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$473,974
Net Inventory Sales	$0
Other Revenue	$18,722	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$52,215,177
Total Liabilities	$419,606
Net Assets	$51,795,571

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Scott Rettig (Union Co Chairman)	$0	$173,119	$25,318
Aaron Brown (Union Trustee)	$0	$135,020	$25,318
Rodger Kaminska (Union Trustee)	$0	$0	$0
Bernard Jacquinot (Management Co Chairman)	$0	$0	$0
Matthew Bowen (Management Trustee)	$0	$0	$0
Edward Desoignie (Management Trustee)	$0	$0	$0

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990

Filed on Nov. 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$50,031,585

Expenses

$46,645,592

Net Income

$3,385,993

Net Assets

$44,304,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$48,328,843	96.6%
Investment Income	$1,007,053	2.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$695,277	1.4%
Net Inventory Sales	$0
Other Revenue	$412	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$44,601,289
Total Liabilities	$296,942
Net Assets	$44,304,347

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Rodger Kaminska (Union Co Chairman)	$0	$0	$0
Scott Rettig (Union Trustee)	$0	$175,642	$24,459
Bernard Jacquinot (Management Co Chairman)	$0	$0	$0
Aaron Brown (Union Trustee)	$0	$133,339	$24,459
Matthew Bowen (Management Trustee)	$0	$0	$0
Edward Desoignie (Management Trustee)	$0	$0	$0

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990

Filed on Nov. 13, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$45,044,863

Expenses

$46,778,600

Net Income

-$1,733,737

Net Assets

$43,415,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$43,739,700	97.1%
Investment Income	$1,015,689	2.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$287,300	0.6%
Net Inventory Sales	$0
Other Revenue	$2,174	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$43,830,337
Total Liabilities	$415,098
Net Assets	$43,415,239

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Rodger Kaminska (Union Co Chairman)	$0	$0	$0
Scott Rettig (Union Trustee)	$0	$173,279	$22,479
Bernard Jacquinot (Management Trustee)	$0	$0	$0
John O'donnell (Management Trustee, Co Cha)	$0	$0	$0
Aaron Brown (Union Trustee)	$0	$131,148	$22,479
Matthew Bowen (Management Trustee)	$0	$0	$0
Bridgette Williams (Management Trustee)	$0	$0	$0
Edward Desoignie (Management Trustee)	$0	$0	$0

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990

Filed on Aug. 21, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$41,923,918

Expenses

$42,458,014

Net Income

-$534,096

Net Assets

$43,047,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$41,318,370	98.6%
Investment Income	$1,076,299	2.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$477,509
Net Inventory Sales	$0
Other Revenue	$6,758	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$43,631,388
Total Liabilities	$583,690
Net Assets	$43,047,698

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Rodger Kaminska (Union Co Chairman)	$0	$0	$0
Scott Rettig (Union Trustee)	$0	$173,329	$20,906
Bernard Jacquinot (Management Trustee)	$0	$0	$0
John O'donnell (Management Trustee, Co Chairman)	$0	$0	$0
Aaron Brown (Union Trustee)	$0	$126,759	$20,906
Matthew Bowen (Management Trustee)	$0	$0	$0

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990

Filed on Aug. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$38,785,612

Expenses

$39,168,441

Net Income

-$382,829

Net Assets

$42,587,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$37,569,312	96.9%
Investment Income	$1,120,446	2.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$93,273	0.2%
Net Inventory Sales	$0
Other Revenue	$2,581	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$12,291	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$55,093	0.1%

Assets/Debt
Total Assets	$43,324,923
Total Liabilities	$737,641
Net Assets	$42,587,282

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Stephanie Mclaughlin (Plan Administrator)	$24,197	$0	$10,172
Rodger Kaminska (Co Chairman)	$0	$0	$0
Douglas Hall (Co Chairman)	$0	$0	$0
Scott Rettig (Union Trustee)	$0	$172,679	$31,117
Bernard Jacquinot (Management Trustee)	$0	$0	$0
John O'donnell (Management Trustee, Co Chairman)	$0	$0	$0
Aaron Brown (Union Trustee)	$0	$129,688	$31,117
Matthew Bowen (Management Trustee)	$0	$0	$0
Kurt Chaffee (Union Trustee)	$0	$129,779	$33,510

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990

Filed on Sept. 20, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$37,314,729

Expenses

$35,589,967

Net Income

$1,724,762

Net Assets

$43,806,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$36,517,582	97.9%
Investment Income	$1,206,319	3.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$413,418
Net Inventory Sales	$0
Other Revenue	$4,246	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$123,921	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$174,205	0.5%

Assets/Debt
Total Assets	$44,751,519
Total Liabilities	$945,374
Net Assets	$43,806,145

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
David Barry (Plan Administrator)	$116,134	$0	$28,052
Stephanie Mclaughlin (Plan Administrator)	$69,188	$0	$30,129
Rodger Kaminska (Co Chairman)	$0	$0	$0
Douglas Hall (Co Chairman)	$0	$0	$0
Kurt Chaffee (Union Trustee)	$0	$111,450	$19,238
Scott Rettig (Union Trustee)	$0	$169,478	$19,238
Bernard Jacquinot (Management Trustee)	$0	$0	$0
John O'donnell (Management Trustee)	$0	$0	$0

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990

Filed on Aug. 28, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$36,152,880

Expenses

$34,836,548

Net Income

$1,316,332

Net Assets

$41,615,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$34,747,652	96.1%
Investment Income	$1,207,889	3.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$177,819	0.5%
Net Inventory Sales	$0
Other Revenue	$19,520	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$172,526	0.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$103,137	0.3%

Assets/Debt
Total Assets	$42,176,235
Total Liabilities	$561,188
Net Assets	$41,615,047

Compensation

Key Employees and Officers	Compensation	Related	Other
David Barry (Plan Administrator)	$143,205	$0	$29,321
Rodger Kaminska (Co Chairman)	$0	$0	$0
Douglas Hall (Co Chairman)	$0	$0	$0
Kurt Chaffee (Union Trustee)	$0	$0	$0
Scott Rettig (Union Trustee)	$0	$0	$0
Bernard Jacquinot (Management Trustee)	$0	$0	$0
John O'donnell (Management Trustee)	$0	$0	$0

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990

Filed on May 15, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$34,128,852

Expenses

$36,885,650

Net Income

-$2,756,798

Net Assets

$40,149,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$33,004,817	96.7%
Investment Income	$1,338,966	3.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$214,931
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$161,609	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$101,266	0.3%

Assets/Debt
Total Assets	$40,883,569
Total Liabilities	$733,975
Net Assets	$40,149,594

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$34,436,165

Expenses

$35,921,352

Net Income

-$1,485,187

Net Assets

$42,011,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$31,124,311	90.4%
Program Services	$0
Investment Income	$3,292,400	9.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$19,454	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$58,708	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$165,939	0.5%

Assets/Debt
Total Assets	$42,944,005
Total Liabilities	$932,728
Net Assets	$42,011,277

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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Updated December 2, 2024

Operating Engineers 101 Health And Welfare Fund

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $58.4M (2022)

Expenses $54.9M (2022)

Total Assets $59.8M (2022)

Total Liabilities $416k (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$58.4M (2022)

Expenses

$54.9M (2022)

Total Assets

$59.8M (2022)

Total Liabilities

$416k (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004