# Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-cpf-of-the-iuoe-and-participating-employers-366052390-001

> Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers's DB plan: 104,686 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [STEPTOE & JOHNSON, LLP](https://planprovider.pro/provider/steptoe-and-johnson-pllc) — ERISA Attorney

- [US BANK EQUIPMENT FINANCE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [BREDHOFF & KAISER PLLC](https://planprovider.pro/provider/bredhoff-and-kaiser) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-cpf-of-the-iuoe-and-participating-employers-366052390-001)

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