# Board Of Trustees - Mid Central Operating Engineers Health And Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-mid-central-operating-engineers-health-and-welfare-350917610-501

> Board Of Trustees - Mid Central Operating Engineers Health And Welfare's Health & Welfare plan: 5,737 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/sackrider-and-company-inc) — Auditor

- [KEMPER CPA GROUP LLP](https://planprovider.pro/provider/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|

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