2024-11-07T14:58:16-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2023-01-01 526039006 OPERATING ENGINEERS LOCAL NO 37 HEALTH & WELFARE FUND OPER 4102549595 3615 NORTH POINT BOULEVARD NO C BALTIMORE MD 21222 MARK F MCQUAY TRUSTEE 4102549595 2024-11-07 1 0 PETER P OSMAN CPA P00366693 2023319880 2024-11-01 X 2023 2024-10-15 13:58:12Z MARK F MCQUAY 3615 NORTH POINT BOULEVARD NO C BALTIMORE MD 21222 25216641 0 X N/A X 1956 MD TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS 6 0 48 0 0 0 0 0 14542430 14851061 761351 1005921 0 0 15303781 15856982 0 0 16052107 16245465 0 0 0 0 0 1346559 1403235 17398666 17648700 -2094885 -1791718 30792929 28856601 303635 40950 30489294 28815651 PROVIDE HEALTH AND RELATED BENEFITS TO PARTICIPANTS AND BENEFICIARIES. 0 0 PROVIDE HEALTH AND RELATED BENEFITS TO PARTICIPANTS AND BENEFICIARIES. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 963 0 1 48 1 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 4102549595 3615 NORTH POINT BOULEVARD NO C BALTIMORE MD 21222 ROBERT A HOLSEY CHAIRMAN 1.00 40.00 X 0 130893 61423 PIERCE J FLANIGAN IV TRUSTEE 1.00 40.00 X 0 0 0 CHARLES MCGEE JR TRUSTEE 1.00 40.00 X 0 0 0 MARK F MCQUAY TRUSTEE 1.00 40.00 X 0 111476 61423 STEVE DIETRICH TRUSTEE 1.00 40.00 X 0 0 0 0 242369 122846 0 0 1 0 DECISION SCIENCE INC 3615 NORTH POINT BLVD BALTIMORE MD 21222 TPA 995314 AMERICAN HEALTH HOLDING 7400 W CAMPUS RD NEW ALBANY OH 43054 UTILIZATION REVIEW 129068 2 EMPLOYER CONTRIBUTIONS 525100 13937888 13937888 MEMBER CONTRIBUTIONS 525100 913173 913173 14851061 966899 966899 9398681 9359659 39022 39022 39022 15856982 14851061 0 1005921 16245465 921813 90390 32520 145391 71505 87104 3220 SOCIAL SECURITY TAX 28403 MISC EXPENSE 19589 ACA FEES 3300 17648700 3586519 3665228 251573 613088 2340271 2023678 1446 1225 17046015 16579268 7567105 5974114 30792929 28856601 303635 40950 303635 40950 X 30489294 28815651 0 0 0 0 30489294 28815651 30792929 28856601 -1791718 118075 0 X X 0 1 X 1 0 0 AMERICAN CORE REALTY FUND 2422359 F INTERCONTINENTAL US RE FUND 1536334 F BOYD WATTERSON STATE GOVT FD 790961 F RUSSELL 1000 GROWTH INDEX 1224460 F 5974114 X 15829666 118075 118075 15711591 145391 145391 15856982 17503309 0 17503309 145391 145391 17648700 PART X, LINE 2: 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 THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. 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 ROBERT A HOLSEY CHAIRMAN 0 130893 0 0 0 0 0 38977 0 22446 0 192316 0 0 MARK F MCQUAY TRUSTEE 0 111476 0 0 0 0 0 38977 0 22446 0 172899 0 0 FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES ARE APPOINTED BY THE UNION AND CONTRIBUTING EMPLOYERS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. ALL DECISIONS AND ACTIONS ARE MADE BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE FORM 990 IS CIRCULATED TO THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION IS GOVERNED BY ERISA, WHICH PROHIBITS CONFLICTS OF INTEREST. THE BOARD OF TRUSTEES MONITORS THE ORGANIZATION FOR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION RETAINS A THIRD PARTY ADMINISTRATIVE MANAGER AND HAS NO EMPLOYEES. THEREFORE, THIS QUESTION IS NOT APPLICABLE. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS AND BENEFICIARIES AS REQUIRED BY ERISA. COPIES OF THE FUND'S SUMMARY PLAN DESCRIPTION ARE PROVIDED TO NEW PARTICIPANTS AND ARE AVAILABLE UPON REQUEST. PART XI, LINE 2C THE OVERSIGHT PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION 37 3615 NORTH POINT BLVD BALTIMORE MD 21222 520364296 LOCAL UNION MD 501(C)(5) 0 OEBF APPRENTICE TRAINING 3615 NORTH POINT BLVD BALTIMORE MD 21222 520893636 TRAINING MD 501(C)(3) 0 BD OF TRUSTEES - OP ENG LOCAL 37 H&W FUND 3615 NORTH POINT BLVD BALTIMORE MD 21222 526039006 PLAN SPONSOR MD 501(C)(9) 0 BAI EXCAVATING LLC BEEGHLY TREE LLC BRAND ENERGY SERVICES LLC BRANDSAFWAY INDUSTRIES LLC CTSI- FMLLC DC CONTRACTING LLC DAE SUNG LLC HHS LLC (CARLISLE PA) HHS LLC (FT DETRICK) HHS LLC (FT MEADE KIMBROUGH) HHS LLS (ABERDEEN) MARYLAND MATERIAL MANAGEMENT LLC MAXIM CRANE WORKS LP PRICE GREGORY INTERNATIONAL LLC TPA TERMINAL MANAGEMENT LLC ACV ENVIRO ALLIED POWER STC APPELLATION CONSTRUCTION ARMISTEAD HOMES CORPORATION BADGER DAYLIGHTING BALTIMORE PILE DRIVING & MARINE CONSTR INC BELT PAVING INC BERKEL AND CO CONTRACTORS BLV ENGINEERING ASSOCIATES INC BOWEN- KRON BRADDOCK CONSTRUCTION BROOKS AND BROOKS SERVICES INC CARL BELT CO CARTER PAVING & EXCAVATING INC CASPER COLOSIMO & SONS CENTRAL MAINTENANCE CORPORATION CHARLES J MERLO INC CHERRY HILL CONSTRUCTION CO TUTOR PERINI CLARK CONSTRUCTION CLEARSITE INDUSTRIAL SERV CLEARWATER CONSTRUCTION CLOVERLAND FARMS DAIRY COMMERCE CONSTRUCTION CORPORATION CONSOLIDATED CONSTRUCTION SERVICE INC CORRADO AMERICA DECISION SCIENCE DIXIE CONSTRUCTION COMPANY INC DOUBLE D METAL WORKS DR GOLDINER DR JAY LEBOW DUNCAN MACHINERY MOVERS EAST WEST ERECTION SERVICES INC EASTERN CRANE SERVICE ELLIOTT LEWIS CORPORATION ENERGY SOLUTIONS WILLIAMS FLATIRONS DRILLING INC FLORDIA MECHANICAL GCR GEORGE S HALL INC GLENELG CONSTRUCTION GREEN ACRES CONTRACTING CO INC H & S RESOURCES CORPORATION HABCO HATZEL & BUEHLER INC HURRICANE CONSULTING INC HYDRO MOLE LLC I U O E LOCAL 132 INDEPENDENCE EXCAVATING INC INTREN INC IUOE JOB CORP TRAINING PROGRAM IUOE LOCAL 147 IUOE PIPELINE FUND J & J WORLDWIDE SERVICES ( FT DETRICK) J FLETCHER CREAMER AND SON INC J J WHITE INC JOSEPH FAY CO NO 641037 JR VINAGRO CORP K&K ADAMS INC KELLER NORTH AMERICA INC KIEWIT INFRASTRUCTURE LANE CONSTRUCTION LASHLEY CONSTRUCTION LOUIS F SOUL COMPANY MASON BUILDING GROUP INC MCNEW EXCAVATING INC MCVAC ENVIROMENTAL SERVICES INC MELWOOD HORTICULTURAL TRAINING CENTER INC MENARD USA METRA INDUSTRIES MICHELS PIPELINE INC MIDWEST MOLE MILLER BROTHERS MILLER PIPELINE CORPORATION MT SAVAGE SPEC REFRACT NATIVE ENERGY & TECHNOLOGY INC NORTHEAST REMSCO INC NPL CONSTRUCTION OTIS MINNESOTA SERVICES P FLANIGAN & SONS INC PETILLO PICORP INC BALTO POTTS AND CALLAHAN Q3 CONTRACTING INC QUARRY RIDGE CORP SERVICES RICHARD E PIERSON CONSTRUCUTION CO RICK'S GRADALL RENTAL INC RIGGS DISTLER & CO INC RMS CRANES RYAN CENTRAL (LANDFILL) SESSLER WRECKING INC SEVENSON ENVIORMENTAL SERVICES SHELLY DRILLING FOUNDATIONS SKANSKA SKOOKUM SODEXO SPINIELLO CONSTRUCTION CO STELLA MAY CONTRACTING INC TAYLOR OIL COMPANY TEMP AIR COMPANY INC THE POOLE & KENT CO THE U COMPANY THE WHITING & TURNER CO TITAN CRANE TPA TERMINAL MANAGEMENT (WAREHOUSE) TRITON CONSTRUCTION INC UCR ACQUISTION UG2 UNIVERSAL CRANE SERVICE VALIANT INTERGRATED SERVICES(GUNPOWDER SITE) W G TOMKO W O GRUBB BALTIMORE WALTER N YODER & SONS INC WKG INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0