2025-11-06T17:22:09-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 440663379 OPERATING ENGINEERS LOCAL 101 HEALTH AND WELFARE PLAN OPER 8167378600 6601 WINCHESTER 250 KANSAS CITY MO 64133 AARON BROWN CO-CHAIR TRUSTEE 8167378600 2025-11-06 1 1 DOUG BERTOSSI P00637990 6123764500 2025-10-30 2024 2025-03-06 01:10:19Z AARON BROWN 6601 WINCHESTER 250 KANSAS CITY MO 64133 69861109 0 X N/A X 1962 MO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES OF PARTICIPATING EMPLOYERS. 6 1 0 6 0 0 0 0 64470661 66333315 -3456849 2237642 115043 8676 61128855 68579633 0 0 47506695 57522466 0 0 0 0 0 4348082 3999150 51854777 61521616 9274078 7058017 77460004 88177076 583234 864096 76876770 87312980 PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES OF PARTICIPATING EMPLOYERS. 0 0 PROVISION OF HEALTH AND WELFARE BENEFITS FOR QUALIFIED EMPLOYEES OF THE PARTICIPATING EMPLOYERS. THERE ARE APPROXIMATELY 4,671 ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 6 1 0 1 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 X STEPHANIE MCLAUGHLIN 8167375959 6601 WINCHESTER SUITE 250 KANSAS CITY MO 64133 SCOTT RETTIG UNION TRUSTEE 1.00 0.00 X 0 0 0 AARON BROWN CO-CHAIR TRUSTEE 1.00 40.00 X X 0 190286 26807 BRIDGETTE WILLIAMS CO-CHAIR TRUSTEE 1.00 40.00 X X 0 0 0 PATRICK O'DONNELL MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 JOSHUA DAVIS UNION TRUSTEE 1.00 40.00 X 0 153521 26807 TOM WHITTAKER MANAGEMENT TRUSTEE 1.00 40.00 X 0 0 0 0 343807 53614 2 0 1 0 MARATHON HEALTH 2800 ROCKCREEK PKWY KANSAS CITY KS 64117 MANAGEMENT FEE 1471895 UMR 115 W WAUSAU AVE WAUSAU WI 55401 CLAIMS PROCESSING 1043017 ZENITH AMERICAN SOLUTIONS 302 KNIGHTS RUN AVE SUITE 1100 TAMPA FL 33602 ADMINISTRATOR 644611 BLAKE & UHLIG PA 6803 W 64TH STREET SUITE 300 OVERLAND PARK KS 66202 LEGAL 232426 DELTA DENTAL OF MISSOURI 12399 GRAVOIS RD ST LOUIS MO 63127 CLAIMS PROCESSING 186481 5 CONTRIBUTIONS 525100 66318821 66318821 COLLECTION FEES 525100 14494 14494 66333315 2231830 2231830 1287288 1281476 5812 5812 5812 MISCELLANEOUS INCOME 525100 8676 8676 8676 68579633 66333315 0 2246318 57522466 1300070 232426 61486 112374 1579280 87737 5687 32542 ADMINISTRATION FEE 560893 PCORI FEE 26655 61521616 13778909 5508076 25591 27463 12825959 23120431 101088 228832 212899 703 28786479 30224264 20338308 23558955 1390771 5508352 77460004 88177076 343071 479026 240163 385070 583234 864096 X 0 0 0 0 76876770 87312980 76876770 87312980 77460004 88177076 7058017 3378193 0 X X 0 1 X 1 0 0 COMMON COLLECTIVE TRUSTS 20716785 F LIMITED LIABILITY COMPANY 2842170 F 23558955 MEDICAL SUBSIDIES AND REIMBURSEMENTS 5508091 ACCRUED INTEREST 261 5508352 RECIPROCITY PAYABLE 385070 385070 X 71845452 3378193 3378193 68467259 112374 112374 68579633 61409242 0 61409242 112374 112374 61521616 PART X, LINE 2: THE VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION (VEBA) TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED AUGUST 10, 1964, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2024 OR 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 AARON BROWN CO-CHAIR TRUSTEE 0 183389 0 0 0 6897 0 6137 0 20670 0 217093 0 0 JOSHUA DAVIS UNION TRUSTEE 0 141446 0 0 0 12075 0 6137 0 20670 0 180328 0 0 PART I, LINE 3 TRUSTEES ARE NOT COMPENSATED BY THE FUND. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. THE FOLLOWING RELATED ORGANIZATIONS REPORTED COMPENSATION FOR A TRUSTEE LISTED ON THE OPERATING ENGINEERS LOCAL 101 HEALTH FUND: BRIDGETTE WILLIAMS, CO-CHAIR HEAVY CONSTRUCTORS ASSOCIATION OF THE GREATER KANSAS CITY AREA EIN: 44-0563901 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING EMPLOYER DELINQUENT CONTRIBUTIONS X 16589 16589 1 1 1 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING EMPLOYER DELINQUENT CONTRIBUTIONS X 67343 67343 1 1 1 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING EMPLOYER DELINQUENT CONTRIBUTIONS X 50778 50778 1 1 1 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING EMPLOYER DELINQUENT CONTRIBUTIONS X 90888 90888 1 1 1 SUBSTANTIAL CONTRIBUTOR CONTRIBUTING EMPLOYER DELINQUENT CONTRIBUTIONS X 3234 3234 1 1 1 228832 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION'S DAILY RECORDKEEPING FUNCTIONS ARE HANDLED BY THE MANAGEMENT COMPANY, ZENITH AMERICAN SOLUTIONS, INC. ALL EXECUTIVE ORGANIZATION DECISIONS ARE HANDLED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION AND THE UNION APPOINT THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B NON-AFFILIATED, DULY ACCREDITED AND INDEPENDENT AUDITING FIRM PREPARES THE NUMERICAL DATA, STAFF PERSONNEL PREPARE PART VI AND SCHEDULE O DISCLOSURE, AND THE COMPLETED FORM IS PRESENTED FOR REVIEW AND SIGNATURE BY THE DULY AUTHORIZED TRUSTEE(S) BEFORE SUBMITTAL TO THE IRS. FORM 990, PART VI, SECTION C, LINE 19 MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. OPERATING ENGINEERS LOCAL 101 PENSION FUND 6601 WINCHESTER STE 250 KANSAS CITY MO 64133 436059213 PROVIDE PENSION BENEFITS MO 401(A) N/A N/A 0 OPERATING ENGINEERS LOCAL 101 VACATION FUND 6601 WINCHESTER STE 250 KANSAS CITY MO 64133 431077518 PROVIDE VACATION BENEFITS MO 501(C)(9) N/A N/A 0 OPERATING ENGINEERS LOCAL 101 APPRENTICE PROGRAM PO BOX 197 PLATTE CITY MO 64079 237048499 APPRENTICE PROGRAM MO 501(C)(3) LINE 2 N/A 0 EMPLOYERS & OPERATING ENGINEERS LOCAL 52 IUOE CONST INDUSTRY & HEALTH O E & PIPE LINE EMPLOYERS H&W O E H&W LOCAL 9 O E LOCAL #49 O E LOCAL 04 O E LOCAL 101 TRNG O E LOCAL 139 O E LOCAL 150 O E LOCAL 18 H & W FUND O E LOCAL 181 O E LOCAL 234 O E LOCAL 324 O E LOCAL 513 O E LOCAL 627 O E LOCAL 66 O E LOCAL 825 H&W O E LOCAL 953 O E LOCAL 965 O E TENNESSEE VALLEY H&W FUND OE LOCAL 953 OE3 TRUST FUNDS OPERATING ENGINEERS LOCAL 101 OPERATING ENGINEERS LOCAL 147 OPERATING ENGINEERS LOCAL 841 AA QUARRY LLC ABSOLUTE CRANE AUDRIE SEELEY & CO BRISON EXCAVATING LLC CAPITAL 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