AUMdb

Ohio Operating Engineers Health & Welfare Plan

EIN 314446857 · 501(c)(9) · Public charity · Columbus, OH · recognized 1961

Assets
$190M
Revenue
$194M
Expenses
$176M
Investment income
$7.2M

Form 990 fiscal year ended 07/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Carol A Wilson Fiscal administrator $191,732 $17,186
Stacey Barker Assistant administrator $131,782 $11,012
Michael R Bertolone Trustee $0 $0
Thomas P Byers Trustee $0 $0
David G Coniglio Secretary $0 $0
Jen Digeronimo Trustee $0 $0
Jerid J Donley Vice chairman $0 $0
Daniel F Edwards Assistant secretary $0 $0
Brian Geffe Trustee $0 $0
Robert L Hughes Chairman $0 $0
Chris Kunz Trustee $0 $0
Brent A Mccarty Trustee $0 $0
Bradley D Miller Trustee $0 $0
Thomas J Perevosnik Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
07/31/2025 $190M $194M $176M 990 990 · obj 202503499349301400 IRS ↗
07/31/2024 $165M $182M $182M 990 990 · obj 202500169349301240 IRS ↗