Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers
- Sponsor EIN: 366052390
- Sponsor Address: 4115 CHESAPEAKE STREET, NW, WASHINGTON, DC, 200164665
- Plan Type: DB
- Plan Number: 001
- Total Participants: 104,686
- Total Assets: $27.4B
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 | 104,686 | $27.4B | $1.2B | $0 |
| 2023 | 103,525 | $24.9B | $1.2B | $0 |
| 2022 | 100,627 | $23.5B | $1.1B | $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 |
|---|---|---|---|---|
| VITECH SYSTEMS SUB, LLC | Other Service Provider | $4,239,233 | — | $4,239,233 |
| LINEA SOLUTIONS | Other Service Provider | $2,288,497 | — | $2,288,497 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $2,261,174 | — | $2,261,174 |
| LOOMIS, SAYLES & COMPANY, LP | Other Service Provider | $2,178,863 | — | $2,178,863 |
| DOUBLELINE CAPITAL | Other Service Provider | $1,541,377 | — | $1,541,377 |
| JPMCB STRATEGIC PROPERTIES | Recordkeeper | $1,380,248 | — | $1,380,248 |
| CAREFIRST BLUE CROSS BLUE SHIELD | Other Service Provider | $1,368,669 | — | $1,368,669 |
| DODGE & COX | Other Service Provider | $1,298,319 | — | $1,298,319 |
| AON HEWITT INVESTMENT CONSULTING IN | Other Service Provider | $1,281,202 | — | $1,281,202 |
| MERGANSER CAPITAL MANAGEMENT | Other Service Provider | $1,166,329 | — | $1,166,329 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $1,075,261 | — | $1,075,261 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $998,069 | — | $998,069 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $869,133 | — | $869,133 |
| CALIBRE CPA GROUP, PLLC | Auditor | $697,806 | — | $697,806 |
| OPTUMRX, INC. | Other Service Provider | $619,566 | — | $619,566 |
| GALLIARD CAPITAL MANAGEMENT | Other Service Provider | $564,110 | — | $564,110 |
| ROBECO INSTITUTIONAL ASSET MGMT US | Other Service Provider | $551,892 | — | $551,892 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $501,773 | — | $501,773 |
| SEGAL SELECT INSURANCE | Other Service Provider | $401,151 | $63,133 | $464,284 |
| FIDELITY INSTITUTIONAL ASSET MGMT T | Other Service Provider | $448,615 | — | $448,615 |
| CATHEDRAL CORPORATION | Other Service Provider | $439,210 | — | $439,210 |
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $381,077 | — | $381,077 |
| BECKER, MARC DOUGLAS | Other Service Provider | $359,523 | — | $359,523 |
| ASB ALLEGIANCE RE | Other Service Provider | $353,714 | — | $353,714 |
| SHELTON, JOSEPH J. | Other Service Provider | $352,327 | — | $352,327 |
| MANAGED BUSINESS SOLUTIONS, LLC | Other Service Provider | $277,379 | — | $277,379 |
| HAMILTON LANE ADVISORS, LLC | Other Service Provider | $270,565 | — | $270,565 |
| IUOE LOCAL 15 WELFARE FUND | Other Service Provider | $269,673 | — | $269,673 |
| LOFTON, ANNA Y. | Other Service Provider | $257,993 | — | $257,993 |
| MARSHALL, JOHN | Other Service Provider | $211,869 | — | $211,869 |
| DRAUCH, GREGORY | Other Service Provider | $206,773 | — | $206,773 |
| LOCAL 138 BENEFIT FUNDS | Other Service Provider | $204,603 | — | $204,603 |
| GUPTA, SUSHEAL | Other Service Provider | $187,959 | — | $187,959 |
| KILMISTER, KRISTINE | Other Service Provider | $176,095 | — | $176,095 |
| SARGENT, NANCY | Other Service Provider | $172,264 | — | $172,264 |
| BUSOG, ANTHONY A. | Other Service Provider | $159,005 | — | $159,005 |
| CARDAY ASSOCIATES INC | Other Service Provider | $158,934 | — | $158,934 |
| NARDONE, MARIO | Other Service Provider | $155,666 | — | $155,666 |
| WILSON-MCSHANE CORPORATION | Other Service Provider | $155,538 | — | $155,538 |
| CRUTE, JAMES | Other Service Provider | $154,953 | — | $154,953 |
| MARBURY, RICARDO | Other Service Provider | $151,083 | — | $151,083 |
| IDR INVESTMENT MANAGEMENT LLC | Other Service Provider | $145,422 | — | $145,422 |
| SARGENT, JUSTIN P | Other Service Provider | $142,355 | — | $142,355 |
| KARNIK, SUJATA | Other Service Provider | $135,910 | — | $135,910 |
| TAKAGI, KEN M. | Other Service Provider | $132,251 | — | $132,251 |
| CARUSO, JOSEPH | Other Service Provider | $130,674 | — | $130,674 |
| FONG, SHANNON | Other Service Provider | $127,127 | — | $127,127 |
| O'DONOGHUE & O'DONOGHUE, LLP | Other Service Provider | $126,661 | — | $126,661 |
| KIMBALL, FRITZI | Other Service Provider | $126,377 | — | $126,377 |
| MID CENTRAL OPERATING ENGINEERS H&W | Other Service Provider | $124,737 | — | $124,737 |
| BULLOCK, PAMELA | Other Service Provider | $124,237 | — | $124,237 |
| PHOUKIEO, SORN | Other Service Provider | $120,118 | — | $120,118 |
| STEPTOE & JOHNSON, LLP | ERISA Attorney | $118,624 | — | $118,624 |
| LEDIG, MEGAN L | Other Service Provider | $118,446 | — | $118,446 |
| RIFKIND, RACHEL | Other Service Provider | $115,765 | — | $115,765 |
| PRICE, JOHN A. | Other Service Provider | $114,140 | — | $114,140 |
| THOMPSON, HELEN | Other Service Provider | $113,283 | — | $113,283 |
| ALEXIS, JOHN | Other Service Provider | $110,625 | — | $110,625 |
| JOHNSON, NICOLE | Other Service Provider | $110,547 | — | $110,547 |
| ROTH, CONNOR | Other Service Provider | $109,475 | — | $109,475 |
| WILSON-DESSAURE, SHARON | Other Service Provider | $108,684 | — | $108,684 |
| YOUNG, SUSSANA | Other Service Provider | $108,010 | — | $108,010 |
| CRAFTON, IRIS | Other Service Provider | $107,867 | — | $107,867 |
| IUOE LOCAL 94, 94A & 94B | Other Service Provider | $106,898 | — | $106,898 |
| RUSS, JOANNE | Other Service Provider | $105,214 | — | $105,214 |
| OPER ENGRS LOCAL 234 H&W FUND | Other Service Provider | $104,581 | — | $104,581 |
| DUANGBUBPA, WALAYA | Other Service Provider | $104,454 | — | $104,454 |
| VAUGHAN, TERRY | Other Service Provider | $101,838 | — | $101,838 |
| LOPEZ, CYNTHIA | Other Service Provider | $101,406 | — | $101,406 |
| RUIZ, CARLOS | Other Service Provider | $100,636 | — | $100,636 |
| HERRON, ELIZABETH | Other Service Provider | $100,358 | — | $100,358 |
| MSCI INC | Other Service Provider | $100,248 | — | $100,248 |
| GROSS, STANLEY | Other Service Provider | $100,243 | — | $100,243 |
| LAINEZ, SERGIO | Other Service Provider | $99,384 | — | $99,384 |
| STANDARD INSURANCE COMPANY | Other Service Provider | $99,236 | — | $99,236 |
| SULLIVAN, MICHAEL | Other Service Provider | $98,607 | — | $98,607 |
| CHUNG, KEVIN | Other Service Provider | $98,111 | — | $98,111 |
| JR KASMAN, PLLC | Other Service Provider | $97,923 | — | $97,923 |
| BUPPHACHAT, RAPEEPORN | Other Service Provider | $96,607 | — | $96,607 |
| FRANKE, JOANNA | Other Service Provider | $95,522 | — | $95,522 |
| OWUSU, NAA | Other Service Provider | $95,258 | — | $95,258 |
| YONGYOSYING, SIRIKORN | Other Service Provider | $95,238 | — | $95,238 |
| C&W SERVICES | Other Service Provider | $94,850 | — | $94,850 |
| VELASQUEZ, SAMUEL | Other Service Provider | $94,786 | — | $94,786 |
| KITTHANAWONG, JOY | Other Service Provider | $94,664 | — | $94,664 |
| JIANG, JING | Other Service Provider | $94,630 | — | $94,630 |
| TSEHAYOU, KAHSAY Z. | Other Service Provider | $94,370 | — | $94,370 |
| BELL, RENEE | Other Service Provider | $92,773 | — | $92,773 |
| KELLY PRESS, INC. | Other Service Provider | $92,501 | — | $92,501 |
| BROWN, YOLANDE R | Other Service Provider | $90,905 | — | $90,905 |
| FIDUCIARY COUNSELORS, INC. | Other Service Provider | $90,727 | — | $90,727 |
| DYNAMO SOFTWARE INC. | Other Service Provider | $90,583 | — | $90,583 |
| BAILEY, LARISA | Other Service Provider | $90,539 | — | $90,539 |
| TRUMBLE, KEVIN | Other Service Provider | $90,453 | — | $90,453 |
| HUNTER, JOYCE | Other Service Provider | $89,953 | — | $89,953 |
| ABEBE, RAHEL | Other Service Provider | $86,650 | — | $86,650 |
| POUVARANUKOAH, ALYSSA | Other Service Provider | $85,723 | — | $85,723 |
| THOMAS, TINA | Other Service Provider | $85,443 | — | $85,443 |
| MISSION CREEK CAPITAL PARTNERS INC | Other Service Provider | $84,900 | — | $84,900 |
| WALKER, MIKEL | Other Service Provider | $84,272 | — | $84,272 |
| BOONE, ALMAZ | Other Service Provider | $83,995 | — | $83,995 |
| OPERATING ENGINEERS LOCAL 501 SECUR | Other Service Provider | $83,561 | — | $83,561 |
| WEINMAN, JUDY | Other Service Provider | $81,799 | — | $81,799 |
| PHILLIPS, DEBRA S. | Other Service Provider | $80,476 | — | $80,476 |
| INVESTMENT METRICS, LLC | Other Service Provider | $79,639 | — | $79,639 |
| SYLVER, JAZLYNN R. | Other Service Provider | $79,255 | — | $79,255 |
| HOY, RACHELLE | Other Service Provider | $79,236 | — | $79,236 |
| REINHART BOERNER VAN DEUREN S.C. | Other Service Provider | $78,349 | — | $78,349 |
| KEBRAB, LIYA | Other Service Provider | $76,256 | — | $76,256 |
| ABEBE, ESKNDER | Other Service Provider | $76,248 | — | $76,248 |
| RHYMES, CRYSTAL | Other Service Provider | $75,882 | — | $75,882 |
| VAZQUEZ, LILIAN | Other Service Provider | $75,408 | — | $75,408 |
| GOVCONNECTION, INC. | Other Service Provider | $74,785 | — | $74,785 |
| RAY, TRAVELL D | Other Service Provider | $74,623 | — | $74,623 |
| NESIAMA, OMAYELI N. | Other Service Provider | $73,128 | — | $73,128 |
| EVANS, PAUL | Other Service Provider | $73,083 | — | $73,083 |
| DRUMM, SADIE | Other Service Provider | $72,867 | — | $72,867 |
| ATKINSON, ANTHONY | Other Service Provider | $71,231 | — | $71,231 |
| CVS CAREMARK | Other Service Provider | $71,053 | — | $71,053 |
| LOUREIRO, NARDA J | Other Service Provider | $69,568 | — | $69,568 |
| HYLAND SOFTWARE INC. | Other Service Provider | $66,848 | — | $66,848 |
| CARTER, VANESSA D | Other Service Provider | $66,490 | — | $66,490 |
| ZAGHAL, DIANE | Other Service Provider | $66,114 | — | $66,114 |
| IUOE LOCAL 94 - HEALTH BENEFIT TRUS | Other Service Provider | $63,863 | — | $63,863 |
| CURCIO WEBB | Other Service Provider | $63,647 | — | $63,647 |
| CONSTELLATION ENERGY GENERATION LLC | Other Service Provider | $62,853 | — | $62,853 |
| CALLISTE, CASSIDY | Other Service Provider | $62,782 | — | $62,782 |
| HAYFORD, PRISCILLA | Other Service Provider | $54,409 | — | $54,409 |
| ESENTIRE INC | Other Service Provider | $53,748 | — | $53,748 |
| RECOVERY POINT SYSTEMS | Other Service Provider | $51,166 | — | $51,166 |
| IUOE LOCAL 181, 320, TVA H&W TRUST | Other Service Provider | $49,983 | — | $49,983 |
| CURSEEN, ANGELA | Other Service Provider | $47,245 | — | $47,245 |
| GLASS LEWIS & CO LLC | Other Service Provider | $44,482 | — | $44,482 |
| GRM | Other Service Provider | $44,249 | — | $44,249 |
| BAUM, SIGMAN, AUERBACH, NEUMAN, LTD | Other Service Provider | $43,689 | — | $43,689 |
| RINGCENTRAL INC | Other Service Provider | $41,631 | — | $41,631 |
| JACKSON, TIARA | Other Service Provider | $41,210 | — | $41,210 |
| THE SUPPLY ROOM | Other Service Provider | $40,891 | — | $40,891 |
| UPSTATE NY ENGINEERS BENEFIT FUNDS | Other Service Provider | $40,662 | — | $40,662 |
| OPERATING ENGINEERS LOCAL 965 H&W F | Other Service Provider | $38,260 | — | $38,260 |
| US BANK EQUIPMENT FINANCE | Recordkeeper | $34,923 | — | $34,923 |
| EVESTMENT ALLIANCE, LLC | Other Service Provider | $33,417 | — | $33,417 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $31,506 | — | $31,506 |
| THOMSON REUTERS - WEST | Other Service Provider | $29,882 | — | $29,882 |
| TRUSTWAVE | Other Service Provider | $28,793 | — | $28,793 |
| SOLBERG, MARVIN | Other Service Provider | $28,075 | — | $28,075 |
| OPERATING ENGIN WELFARE FUND LU 99 | Other Service Provider | $25,004 | — | $25,004 |
| ATLANTECH ONLINE, INC. | Other Service Provider | $22,200 | — | $22,200 |
| AMERICAN WINDOW & BLDG CLEANING INC | Other Service Provider | $20,988 | — | $20,988 |
| DC WATER & SEWER AUTHORITY | Other Service Provider | $20,114 | — | $20,114 |
| APEX | Other Service Provider | $20,000 | — | $20,000 |
| BENESYS | Other Service Provider | $19,768 | — | $19,768 |
| PREQIN LIMITED | Other Service Provider | $18,407 | — | $18,407 |
| BLOOMBERG BNA | Other Service Provider | $18,359 | — | $18,359 |
| NEEDLES & ASSOCIATES, LLC | Other Service Provider | $17,128 | — | $17,128 |
| RK CONTRACTORS LLC | Other Service Provider | $16,821 | — | $16,821 |
| DESKA SERVICE LLC | Other Service Provider | $16,129 | — | $16,129 |
| MADISON TAYLOR INC | Other Service Provider | $14,066 | — | $14,066 |
| EVOLVE SECURITY, LLC | Other Service Provider | $13,990 | — | $13,990 |
| BEAN KINNEY & KORMAN ATTORNEYS | Other Service Provider | $13,953 | — | $13,953 |
| LEXIS NEXIS | Other Service Provider | $13,886 | — | $13,886 |
| FORTRA LLC | Other Service Provider | $13,358 | — | $13,358 |
| VIKA CAPITOL LLC | Other Service Provider | $12,400 | — | $12,400 |
| SHAMROCK SOLUTIONS, LLC | Other Service Provider | $11,875 | — | $11,875 |
| INSTITUTIONAL LTD PARTNERS ASSOC | Other Service Provider | $11,000 | — | $11,000 |
| IUOE LOCAL 98 BENEFITS FUND | Other Service Provider | $10,943 | — | $10,943 |
| TYCO FIRE & SECURITY MANAGEMENT INC | Other Service Provider | $10,256 | — | $10,256 |
| E PLUS TECHNOLOGY, INC. | Other Service Provider | $9,973 | — | $9,973 |
| CONNER & WINTERS, LLP | Other Service Provider | $9,638 | — | $9,638 |
| ACTIVTRAK | Other Service Provider | $9,517 | — | $9,517 |
| BENEFITS MANAGEMENT GROUP, INC | Other Service Provider | $9,000 | — | $9,000 |
| LIFE STATUS 360, LLC | Other Service Provider | $8,550 | — | $8,550 |
| AUTOSCRIBE CORPORATION | Other Service Provider | $7,201 | — | $7,201 |
| BREDHOFF & KAISER PLLC | ERISA Attorney | $6,669 | — | $6,669 |
| ATERA | Other Service Provider | $6,449 | — | $6,449 |
| BLOOMBERG INDEX SERVICES | Other Service Provider | $6,360 | — | $6,360 |
| DC WEB DESIGNERS, INC. | Other Service Provider | $6,328 | — | $6,328 |
| PENSION BENEFIT INFORMATION LLC | Other Service Provider | $6,301 | — | $6,301 |
| AUDIT SERVICES, INC. | Other Service Provider | $6,200 | — | $6,200 |
| BLITMAN & KING, LLP | Other Service Provider | $5,895 | — | $5,895 |
| NETWRIX CORPORATION | Other Service Provider | $5,818 | — | $5,818 |
| ANCHOR TECHNOLOGIES INC | Other Service Provider | $5,113 | — | $5,113 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMCB STRATEGIC PROPERTIES — Recordkeeper
- CALIBRE CPA GROUP, PLLC — Auditor
- STEPTOE & JOHNSON, LLP — ERISA Attorney
- US BANK EQUIPMENT FINANCE — Recordkeeper
- BREDHOFF & KAISER PLLC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,263,359
- Estimated Expense Ratio: 0.147% 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 | $50,861,215 | $14,512,055 | — | $273,767 | — |
| 2023 | $50,322,330 | $14,927,909 | — | $185,395 | — |
| 2022 | $56,527,884 | $33,848,058 | — | — | $1,687,861 |