Plan Snapshot
- Plan Sponsor: Board Of Trustees - Mid Central Operating Engineers Health And Welfare
- Sponsor EIN: 350917610
- Sponsor Address: 1100 POPLAR STREET, TERRE HAUTE, IN, 47807
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 5,737
- Total Assets: $252.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,737 | $252.6M | $136.3M | $7.0M |
| 2023 | 5,693 | $219.8M | $130.5M | $7.0M |
| 2022 | 5,381 | $189.0M | $121.0M | $9.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ANTHEM BENEFIT ADMINISTRATOR | Other Service Provider | $3,510,652 | — | $3,510,652 |
| RREEF AMERICA LLC | Other Service Provider | $184,085 | — | $184,085 |
| MED-CARE MANAGEMENT INC | Other Service Provider | $158,203 | — | $158,203 |
| THE SEGAL COMPANY | Other Service Provider | $143,884 | — | $143,884 |
| ZIEGLER CAPITAL MANAGEMENT | Other Service Provider | $139,150 | — | $139,150 |
| CHERYL COTTRELL | Other Service Provider | $129,845 | — | $129,845 |
| DAWN KASEMEYER | Other Service Provider | $96,628 | — | $96,628 |
| CAVANAGH & O'HARA LLP | Other Service Provider | $93,678 | — | $93,678 |
| IFM INVESTORS PTY LTD | Other Service Provider | — | $90,385 | $90,385 |
| JACQUELINE ELLINGER | Other Service Provider | $75,966 | — | $75,966 |
| CLIFTON LARSON ALLEN LLP | Other Service Provider | $68,863 | — | $68,863 |
| BOWMAN LEGAL SERVICES LLC | Other Service Provider | $68,841 | — | $68,841 |
| PAMELA MATHERLY | Other Service Provider | $65,657 | — | $65,657 |
| SACKRIDER & COMPANY, INC. | Auditor | $63,157 | — | $63,157 |
| JAMIE BUNCH | Other Service Provider | $61,601 | — | $61,601 |
| BRITTANY HAY | Other Service Provider | $59,438 | — | $59,438 |
| BRITTANY KARANOVICH | Other Service Provider | $59,438 | — | $59,438 |
| CHRISTINA ELKINS | Other Service Provider | $59,438 | — | $59,438 |
| DANIELLE LOWE | Other Service Provider | $59,438 | — | $59,438 |
| KATHY MCCOWEN | Other Service Provider | $59,438 | — | $59,438 |
| TAYLOR ELLIS | Other Service Provider | $59,438 | — | $59,438 |
| MELISSA LILLY | Other Service Provider | $58,031 | — | $58,031 |
| KAYLA LEE | Other Service Provider | $48,934 | — | $48,934 |
| MARQUETTE ASSOCIATES | Other Service Provider | $48,500 | — | $48,500 |
| FIRST FINANCIAL BANK | Other Service Provider | $45,542 | — | $45,542 |
| ROMOLO & ASSOCIATES | Other Service Provider | $40,564 | — | $40,564 |
| KEMPER CPA GROUP LLP | Auditor | $27,915 | — | $27,915 |
| WRIGHT, SHAGLEY & LOWERY | Other Service Provider | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SACKRIDER & COMPANY, INC. — Auditor
- KEMPER CPA GROUP LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,583,209
- Estimated Expense Ratio: 2.210% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $9,994,625 | $48,500 | — | $35,000 | — |
| 2023 | $7,751,258 | $48,500 | — | $33,800 | — |
| 2022 | $8,092,975 | $540,551 | — | — | $304,863 |