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
- 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. |
|---|---|---|---|---|
| 2025 | 2,558 | $811.1M | $0 | $0 |
| 2024 | 2,483 | $752.0M | $0 | $0 |
| 2023 | 2,510 | $700.0M | $0 | $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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER HELM LLP | Auditor | $36,000 | — | $36,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $36,000
- Estimated Expense Ratio: 0.004% 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 |
|---|---|---|---|---|---|
| 2025 | $3,652,586 | $2,271,487 | $491,664 | $36,000 | — |
| 2024 | $3,407,094 | $2,081,723 | $485,411 | $45,637 | — |
| 2023 | $3,038,294 | $1,766,700 | $470,387 | — | $252,725 |