Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Pension Fund Of Operating Engineers Local 513
- Sponsor EIN: 430827344
- Sponsor Address: 3449 HOLLENBERG DRIVE, BRIDGETON, MO, 630442546
- Plan Type: DB
- Plan Number: 001
- Total Participants: 2,558
- Total Assets: $811.1M
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 | 2,558 | $811.1M | $61.6M | $0 |
| 2023 | 2,483 | $752.0M | $57.0M | $0 |
| 2022 | 2,510 | $700.0M | $55.8M | $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 |
|---|---|---|---|---|
| BENESYS, INC. | Other Service Provider | $529,592 | — | $529,592 |
| CLARKSTON CAPITAL PARTNERS | Other Service Provider | $272,078 | — | $272,078 |
| ULLICO INC | Other Service Provider | $174,081 | — | $174,081 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $160,583 | — | $160,583 |
| NEPC, LLC | Recordkeeper | $153,375 | — | $153,375 |
| MILLIMAN USA | Recordkeeper | $126,470 | — | $126,470 |
| CHEVY CHASE TRUST INVESTMENT ADVISO | Other Service Provider | $119,832 | — | $119,832 |
| LOCAL 513 | Recordkeeper | $117,928 | — | $117,928 |
| LOOMIS SAYLES & CO | Other Service Provider | $95,276 | — | $95,276 |
| BRYAN CAVE LEIGHTON PAISNER LLC | ERISA Attorney | $84,961 | — | $84,961 |
| JOHN HANCOCK TRUST COMPANY, LLC | Recordkeeper | $79,922 | — | $79,922 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | Other Service Provider | $75,000 | — | $75,000 |
| HARTNETT REYES-JONES, LLC | Other Service Provider | $45,813 | — | $45,813 |
| THE COMMERCE TRUST COMPANY | Other Service Provider | $43,090 | — | $43,090 |
| PANAGORA ASSET MANAGEMENT | Other Service Provider | $35,613 | $1,281 | $36,894 |
| ANDERS MINKLER HUBER & HELM LLP | Auditor | $36,000 | — | $36,000 |
| WASHINGTON CAPITAL MANAGEMENT | Other Service Provider | $30,000 | — | $30,000 |
| MANULIFE ASSET MANAGEMENT TEAM | Other Service Provider | $15,590 | — | $15,590 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — Recordkeeper
- MILLIMAN USA — Recordkeeper
- BRYAN CAVE LEIGHTON PAISNER LLC — ERISA Attorney
- JOHN HANCOCK TRUST COMPANY, LLC — Recordkeeper
- ANDERS MINKLER HUBER & HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,196,485
- Estimated Expense Ratio: 0.271% 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 | $3,652,586 | $2,271,487 | $491,664 | $36,000 | — |
| 2023 | $3,407,094 | $2,081,723 | $485,411 | $45,637 | — |
| 2022 | $3,038,294 | $1,766,700 | $470,387 | — | $252,725 |