Nonprofit · EIN 44-0663379
OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND
Tax-exempt · KANSAS CITY, MO 64133
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $68,579,633 | $61,521,616 | $7,058,017 | $88,177,076 | $864,096 | $87,312,980 |
| December 31, 2023 | 990 (amended) | $61,128,855 | $51,854,777 | $9,274,078 | $77,460,004 | $583,234 | $76,876,770 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $66,333,315
- Investment income
- $2,237,642
- Net gain from sales of assets
- $5,812
- Other revenue
- $8,676
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $57,522,466
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $232,426
- Accounting fees
- $61,486
Balance sheet and other
- Total assets, start of year
- $77,460,004
- Total assets, end of year
- $88,177,076
- Total liabilities, end of year
- $864,096
- Net assets, end of year
- $87,312,980
- Publicly traded securities
- $30,224,264
- Gross receipts
- $69,861,109
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1962
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| AARON BROWN | CO-CHAIR TRUSTEE Trustee or director, Officer | 1 | $0 | $190,286 | $26,807 |
| JOSHUA DAVIS | UNION TRUSTEE Trustee or director | 1 | $0 | $153,521 | $26,807 |
| SCOTT RETTIG | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRIDGETTE WILLIAMS | CO-CHAIR TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PATRICK O'DONNELL | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TOM WHITTAKER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| AARON BROWN | CO-CHAIR TRUSTEE Trustee or director, Officer | 1 | $0 | $181,420 | $25,402 |
| JOSHUA DAVIS | UNION TRUSTEE Trustee or director | 1 | $0 | $146,275 | $25,402 |
| SCOTT RETTIG | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BERNARD JACQUINOT | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRIDGETTE WILLIAMS | SEE SCHEDULE O Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PATRICK O'DONNELL | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TOM WHITTAKER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6601 WINCHESTER AVE STE 250, KANSAS CITY, MO 64133-4680
- Principal officer (990 for 2024)
- AARON BROWN, 6601 WINCHESTER 250, KANSAS CITY, MO 64133
- Signed the 990
- AARON BROWN, CO-CHAIR TRUSTEE
- Phone
- (816) 737-8600
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES OF PARTICIPATING EMPLOYERS.
Program accomplishments
- PROVISION OF HEALTH AND WELFARE BENEFITS FOR QUALIFIED EMPLOYEES OF THE PARTICIPATING EMPLOYERS. THERE ARE APPROXIMATELY 4,671 ELIGIBLE PARTICIPANTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 44-0663379
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1964
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $88,177,076
- Income (IRS master file)
- $69,861,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $68,579,633 | $61,521,616 | $88,177,076 | IRS |
| 990 | December 2023 | $61,128,855 | $51,854,777 | $77,460,004 | XML |
| 990 | December 2022 | $58,383,686 | $54,878,814 | $59,839,200 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 44-0663379).
Questions about OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND
- What is the EIN of OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND is 44-0663379.
- Is OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1964.
- Are donations to OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 names AARON BROWN.
- Who are the officers and directors of OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does OPERATING ENGINEERS-101 HEALTH AND WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $68,579,633, expenses of $61,521,616 and total assets of $88,177,076 at year end.
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