AUMdb

Operating Engineers Local 139

EIN 237166771 · 501(c)(9) · Public charity · Pewaukee, WI · recognized 1972

Assets
$487M
Revenue
$177M
Expenses
$178M
Investment income
$10.5M

Form 990 fiscal year ended 05/31/2024

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.

Contractor Services Compensation
Anthembcbs Ppo access and admin $3,324,362
Benesys Third party admin $1,864,343
Case Management Specialists Inc Consulting fees $897,129
Rreef Investment fees $412,501
Optumrx Rx administration $361,585

Officers & directors

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

Name Title Compensation Other
Terry Mcgowan Chairman $204,450 $84,778
Steve Buffalo Trustee $172,760 $84,778
Shane Griesbach Trustee $172,705 $84,778
Dan Sperberg Trustee $171,946 $84,778
Tom Wolf Secretary $0 $0
Tim Peterson Trustee $0 $0
Matt Marcellis Trustee $0 $0
Mary Jane Debattista Trustee $0 $0
Mary Wilcox Trustee $0 $0
Dereck Allen Trustee $0 $0