Operating Engineers-101 Health and Welfare Fund
501(c)(9)
Only null% goes to programs Strong reserves Growing revenue
Operating Engineers-101 Health and Welfare Fund is a 501(c)(9) organization based in Kansas City, Missouri, registered in 1964, with $68,579,633 in FY2024 revenue. CharityIndex grades it B.
6601 Winchester Ave Ste 250 # Cz01, Kansas City, MO, 64133 EIN 44-0663379 Since 1964
Revenue (FY2024)
$68.6M
▲ 12.2% vs prior year
Expenses (FY2024)
$61.5M
Net assets
$87.3M
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Operating Engineers-101 Health and Welfare Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating17 mo reserves · +10% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Operating Engineers-101 Health and Welfare Fund: 17 mo reserves · +10% margin earns a A on this criterion. See the exact thresholds →
C+Governance25% of the rating3 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Operating Engineers-101 Health and Welfare Fund: 3 of 6 checks met earns a C+ on this criterion. See the exact thresholds →
BTransparency10% of the rating3 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Operating Engineers-101 Health and Welfare Fund: 3 of 5 disclosure signals earns a B on this criterion. See the exact thresholds →
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Mission
Provide health and welfare benefits to employees of participating employers.
Contact & location
- Address
- 6601 Winchester Ave Ste 250 # Cz01, Kansas City, MO, 64133
- City
- Kansas City
- State
- Missouri
- Category
- —
- Subcategory
- —
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $36.2M (FY2013) to $68.6M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $864KNet assets $87.3M
Operating margin
10.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$88.2M
Total liabilities
$864K
Net assets
$87.3M
Salaries & benefits
$0
0% of expenses
Board members
6
1 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $68,579,633▲12.2% | $61,521,616▲18.6% | $87,312,980▲13.6% | $88,177,076▲13.8% | 990 |
| 2023 | $61,128,855▲4.7% | $51,854,777▼5.5% | $76,876,770▲29.4% | $77,460,004▲29.4% | 990 |
| 2022 | $58,383,686▲5.0% | $54,878,814▲4.4% | $59,423,634▼5.5% | $59,839,200▼5.1% | 990 |
| 2021 | $55,577,052▲2.4% | $52,562,800▲4.4% | $62,911,186▲7.8% | $63,041,561▲7.2% | 990 |
| 2020 | $54,273,935▲3.6% | $50,351,595▲3.1% | $58,348,519▲12.7% | $58,813,997▲12.6% | 990 |
| 2019 | $52,407,694▲4.7% | $48,826,846▲4.7% | $51,795,571▲16.9% | $52,215,177▲17.1% | 990 |
| 2018 | $50,031,585▲11.1% | $46,645,592▼0.3% | $44,304,347▲2.0% | $44,601,289▲1.8% | 990 |
| 2017 | $45,044,863▲7.4% | $46,778,600▲10.2% | $43,415,239▲0.9% | $43,830,337▲0.5% | 990 |
| 2016 | $41,923,918▲8.1% | $42,458,014▲8.4% | $43,047,698▲1.1% | $43,631,388▲0.7% | 990 |
| 2015 | $38,785,612▲3.9% | $39,168,441▲10.1% | $42,587,282▼2.8% | $43,324,923▼3.2% | 990 |
| 2014 | $37,314,729▲3.2% | $35,589,967▲2.2% | $43,806,145▲5.3% | $44,751,519▲6.1% | 990 |
| 2013 | $36,152,880 | $34,836,548▼5.6% | $41,615,047▲3.6% | $42,176,235▲3.2% | 990 |
| 2012 | — | $36,885,650▲2.7% | $40,149,594▼4.4% | $40,883,569▼4.8% | 990 |
| 2011 | — | $35,921,352▲0.3% | $42,011,277▼7.3% | $42,944,005▼5.9% | 990 |
| 2010 | — | $35,796,586 | $45,307,373 | $45,637,338 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Aaron Brown | Co-chair Trustee | 1 | — |
| Bridgette Williams | Co-chair Trustee | 1 | — |
| Joshua Davis | Union Trustee | 1 | — |
| Patrick O'donnell | Management Trustee | 1 | — |
| Scott Rettig | Union Trustee | 1 | — |
| Tom Whittaker | Management Trustee | 1 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| Marathon Health | Management Fee | $1,471,895 |
| Umr | Claims Processing | $1,043,017 |
| Zenith American Solutions | Administrator | $644,611 |
| Blake & Uhlig PA | Legal | $232,426 |
| Delta Dental of Missouri | Claims Processing | $186,481 |
Frequently asked questions
- Is Operating Engineers-101 Health and Welfare Fund a legitimate nonprofit?
- Yes. Operating Engineers-101 Health and Welfare Fund is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 44-0663379, based in Kansas City, Missouri.
- What is Operating Engineers-101 Health and Welfare Fund's EIN?
- Operating Engineers-101 Health and Welfare Fund's Employer Identification Number (EIN) is 44-0663379.
- How much revenue does Operating Engineers-101 Health and Welfare Fund report?
- Operating Engineers-101 Health and Welfare Fund reported $68,579,633 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Operating Engineers-101 Health and Welfare Fund have?
- CharityIndex grades Operating Engineers-101 Health and Welfare Fund B, based on financial health (reserves and operating margin).
- How much does Operating Engineers-101 Health and Welfare Fund's highest-paid employee make?
- The highest reported compensation on Operating Engineers-101 Health and Welfare Fund's latest Form 990 is $0, paid to Aaron Brown (Co-chair Trustee).
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Data for Operating Engineers-101 Health and Welfare Fund (EIN 44-0663379) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.