# Board Of Trustees Of Pension Fund Of Operating Engineers Local 513 DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-pension-fund-of-operating-engineers-local-513-430827344-001

> Board Of Trustees Of Pension Fund Of Operating Engineers Local 513's DB plan: 2,558 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MILLIMAN USA](https://planprovider.pro/provider/milliman) — Recordkeeper

- [BRYAN CAVE LEIGHTON PAISNER LLC](https://planprovider.pro/provider/bryan-cave-leighton-paisner-llp) — ERISA Attorney

- [JOHN HANCOCK TRUST COMPANY, LLC](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [ANDERS MINKLER HUBER & HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-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|

## Similar Plans

- [Board Of Trustees Of Annuity Fund Of Operating Engineers Local 513](https://planprovider.pro/companies/board-of-trustees-of-annuity-fund-of-operating-engineers-local-513-431712261-001) — 9,570 participants

- [Trustees Of St Louis Laborers Vacation Fund](https://planprovider.pro/companies/trustees-of-st-louis-laborers-vacation-fund-436118760-501) — 5,279 participants

- [Vacation Fund Of Engineers Local 513 Of Operating Engineers](https://planprovider.pro/companies/vacation-fund-of-engineers-local-513-of-operating-engineers-466196259-501) — 3,474 participants

- [Engineers Operating Afl- Cio Local 513](https://planprovider.pro/companies/engineers-operating-afl-cio-local-513-430338091-501) — 3,444 participants

- [Welfare Fund Of Engineers Local Union 513](https://planprovider.pro/companies/welfare-fund-of-engineers-local-union-513-436071748-501) — 2,927 participants

- [Plumbers Union 178 - Death Benefit Fund](https://planprovider.pro/companies/plumbers-union-178-death-benefit-fund-440377546-501) — 338 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-pension-fund-of-operating-engineers-local-513-430827344-001)

© 2026 PlanProvider.Pro