Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Operating Engineers Local 101 Pension Fund
- Sponsor EIN: 436059213
- Sponsor Address: 6601 WINCHESTER, SUITE 250, KANSAS CITY, MO, 641334657
- Plan Type: DB
- Total Participants: 3,625
- Total Assets: $1.0B
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 | 3,625 | $1.0B | $48.2M | $0 |
| 2023 | 3,644 | $930.3M | $44.0M | $0 |
| 2022 | 3,077 | $852.4M | $36.4M | $0 |
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 |
|---|---|---|---|---|
| STONERIDGE PMG ADVISORS, LLC | Other Service Provider | $902,216 | — | $902,216 |
| ZENITH AMERICAN SOLUTIONS, INC | Other Service Provider | $547,968 | — | $547,968 |
| CLARION PARTNERS | Other Service Provider | $525,425 | — | $525,425 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $460,731 | — | $460,731 |
| J.P MORGAN INVESTMENT MANAGEMENT IN | Recordkeeper | $381,932 | — | $381,932 |
| SEAL-O-MATIC PAVING COMPANY | Other Service Provider | $377,406 | — | $377,406 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $269,175 | — | $269,175 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | Other Service Provider | $252,595 | — | $252,595 |
| WESTFIELD CAPITAL MANAGEMENT COMPAN | Other Service Provider | $248,729 | — | $248,729 |
| KOHLBERG KRAVIS ROBERTS & CO. L.P. | Other Service Provider | $191,218 | — | $191,218 |
| MARTINGALE ASSET MANAGEMENT, L.P. | Other Service Provider | $187,697 | — | $187,697 |
| BLAKE & UHLIG, P.A. | Other Service Provider | $148,985 | — | $148,985 |
| AON INVESTMENTS USA,INC. | Other Service Provider | $108,375 | — | $108,375 |
| KESSINGER/HUNTER & CO | Other Service Provider | $107,852 | — | $107,852 |
| CLIFTONLARSONALLEN LLP | Auditor | $90,246 | — | $90,246 |
| UNITED ACTUARIAL SERVICES, INC. | Other Service Provider | $71,432 | — | $71,432 |
| REAMS ASSET MANAGEMENT | Other Service Provider | $67,541 | — | $67,541 |
| DESIGN MECHANICAL | Other Service Provider | $39,731 | — | $39,731 |
| JAV ONE MAINTENANCE | Other Service Provider | $38,438 | — | $38,438 |
| GOODWIN PRO TURF INC | Other Service Provider | $29,783 | — | $29,783 |
| WASTE MANAGEMENT | Other Service Provider | $27,041 | — | $27,041 |
| METRO SNOW CONTRACTORS | Other Service Provider | $22,743 | — | $22,743 |
| UMB BANK | Other Service Provider | $16,793 | — | $16,793 |
| STACO ELECTRIC COMPANY | Other Service Provider | $12,197 | — | $12,197 |
| SIEMENS | Other Service Provider | $9,888 | — | $9,888 |
| STATE INDUSTRIAL PRODUCTS | Other Service Provider | $9,652 | — | $9,652 |
| SIGMA FINANCIAL CORPORATION | Other Service Provider | $9,315 | — | $9,315 |
| RAND CONSTRUCTION COMPANY | Other Service Provider | $7,715 | — | $7,715 |
| AMERICAN FIRE SPRINKLER CORP | Other Service Provider | $5,745 | — | $5,745 |
| ORION SECURITY INC | Other Service Provider | $5,638 | — | $5,638 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P MORGAN INVESTMENT MANAGEMENT IN — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,174,202
- Estimated Expense Ratio: 0.516% 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 | $4,842,322 | $3,605,173 | $523,925 | $79,979 | — |
| 2023 | $4,495,780 | $3,389,208 | $385,696 | $59,185 | — |
| 2022 | $4,344,122 | $3,257,392 | $315,477 | — | $431,519 |