Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Operating Engineers Local 101 Health And Welfare
- Sponsor EIN: 440663379
- Sponsor Address: 6601 WINCHESTER SUITE 250, KANSAS CITY, MO, 64133
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,403
- Total Assets: $88.2M
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 | 3,403 | $88.2M | $61.1M | $5.3M |
| 2023 | 3,170 | $77.5M | $59.0M | $5.5M |
| 2022 | 2,994 | $59.8M | $51.0M | $5.7M |
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 |
|---|---|---|---|---|
| MARATHON HEALTH | Other Service Provider | $1,471,895 | — | $1,471,895 |
| UMR INC | Other Service Provider | $1,043,017 | $96,502 | $1,139,519 |
| ZENITH AMERICAN SOLUTIONS, INC | Other Service Provider | $644,611 | — | $644,611 |
| LABOR FIRST LLC | Other Service Provider | — | $247,216 | $247,216 |
| BLAKE & UHLIG, PA | Other Service Provider | $232,426 | — | $232,426 |
| DELTA DENTAL OF MISSOURI | Other Service Provider | $186,481 | — | $186,481 |
| UNITED ACTUARIAL SERVICES INC | Other Service Provider | $82,375 | — | $82,375 |
| SPECTERA,INC | Other Service Provider | $68,127 | — | $68,127 |
| CLIFTONLARSONALLEN | Auditor | $61,486 | — | $61,486 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $48,253 | — | $48,253 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $28,785 | — | $28,785 |
| UMB BANK | Other Service Provider | $24,510 | — | $24,510 |
| STAYWELL COMPANY | Other Service Provider | $20,322 | — | $20,322 |
| PARAMETRIC PORTFOLIO ASSOCIATES | Other Service Provider | $10,827 | — | $10,827 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,266,833
- Estimated Expense Ratio: 4.839% 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 | $3,999,150 | $112,374 | $3,332,858 | $51,219 | — |
| 2023 | $4,348,082 | $90,361 | $3,751,187 | $44,312 | — |
| 2022 | $5,930,594 | $109,871 | $3,613,488 | — | $790,863 |