Plan Snapshot
- Plan Sponsor: Board Of Trustees Operating Engineers 112 Defined Contribution Pension
- Sponsor EIN: 461563622
- Sponsor Address: 2716 S RANGELINE ROAD, ANDERSON, IN, 460170000
- Plan Type: DC
- Total Participants: 1,025
- Total Assets: $60.8M
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 | 1,025 | $60.8M | $5.0M | $0 |
| 2023 | 1,065 | $56.4M | $5.6M | $0 |
| 2022 | 1,166 | $53.9M | $4.9M | $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 |
|---|---|---|---|---|
| JOHNSON INVESTMENT COUNSEL | NONE | $51,471 | — | $51,471 |
| CLIFTONLARSONALLEN LLP | NONE | $50,497 | — | $50,497 |
| MILLIMAN | NONE | $44,438 | — | $44,438 |
| IUOE LOCAL 112 | NONE | $33,523 | — | $33,523 |
| SEIX INVESTMENT ADVISORS | NONE | $27,232 | — | $27,232 |
| INVESTMENT CONSULTING SERVICES, LLC | NONE | $14,000 | — | $14,000 |
| HAMMOND & SHINNERS PC | NONE | $12,247 | — | $12,247 |
| AMALGAMATED BANK | NONE | $9,545 | — | $9,545 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — NONE
- MILLIMAN — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $242,953
- Estimated Expense Ratio: 0.399% 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 | $256,098 | $92,703 | $9,545 | $50,497 | — |
| 2023 | $262,280 | $79,629 | $9,545 | $44,085 | — |
| 2022 | $268,806 | $102,871 | — | — | $165,935 |