# Board Of Trustees Of Operating Engineers Local 101 Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-operating-engineers-local-101-vacation-fund-431077518-502

> Board Of Trustees Of Operating Engineers Local 101 Vacation Fund's Health & Welfare plan: 4,464 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Operating Engineers Local 101 Vacation Fund

- **Sponsor EIN:** 431077518

- **Sponsor Address:** 6601 WINCHESTER SUITE 250, KANSAS CITY, MO, 64133

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 4,464

- **Total Assets:** $1.7M

## 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|4,464|$1.7M|$6.1M|$0|

| 2023|4,321|$1.5M|$6.1M|$0|

| 2022|3,845|$1.1M|$5.1M|$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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$38,482|—|$38,482|

| CLIFTONLARSONALLEN LLP|Auditor|$23,656|—|$23,656|

| BLAKE & UHLIG, PA|Other Service Provider|$7,478|—|$7,478|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](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:** $69,616

- **Estimated Expense Ratio:** 4.155% 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|$84,782|—|$32,609|$23,656|—|

| 2023|$45,880|—|$23,951|$15,299|—|

| 2022|$53,057|$7,136|$26,360|—|$14,994|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-operating-engineers-local-101-vacation-fund-431077518-502)

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