# Board Of Trustees Of Operating Engineers Local 101 Health And Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-operating-engineers-local-101-health-and-welfare-440663379-501

> Board Of Trustees Of Operating Engineers Local 101 Health And Welfare's Health & Welfare plan: 3,403 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|

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