# Board Of Trustees, Operating Engineers Health Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-operating-engineers-health-942784001-501

> Board Of Trustees, Operating Engineers Health's Health & Welfare plan: 16,991 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Operating Engineers Health

- **Sponsor EIN:** 942784001

- **Sponsor Address:** 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 94502

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 16,991

- **Total Assets:** $822.2M

## 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|16,991|$822.2M|$310.0M|$1.1M|

| 2023|18,942|$805.2M|$304.6M|$1.4M|

| 2022|17,878|$757.5M|$308.0M|$1.0M|

## 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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$5,742,358|—|$5,742,358|

| MULTI-PLAN SERVICES AGENCY, INC.|Other Service Provider|$2,235,259|—|$2,235,259|

| ANTHEM BLUE CROSS LIFE|Other Service Provider|$1,207,379|—|$1,207,379|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$762,754|—|$762,754|

| OPTUMRX, INC.|Other Service Provider|$660,781|—|$660,781|

| MEDEXPERT INTERNATIONAL INC.|Other Service Provider|$461,888|—|$461,888|

| THE SEGAL COMPANY|Recordkeeper|$401,523|—|$401,523|

| MCMORGAN & COMPANY|Other Service Provider|$349,360|—|$349,360|

| INCOME RESEARCH & MANAGEMENT|Other Service Provider|$258,128|—|$258,128|

| ASSISTANCE RECOVERY PROGRAM|Other Service Provider|$230,970|—|$230,970|

| BOEHM & ASSOCIATES|Other Service Provider|—|$183,694|$183,694|

| SALTZMAN & JOHNSON LAW CORPORATION|Other Service Provider|$146,973|—|$146,973|

| PHARMACY BENEFIT SOLUTIONS INC|Other Service Provider|$142,800|—|$142,800|

| MILLER KAPLAN ARASE LLP|Auditor|$116,950|—|$116,950|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$109,419|—|$109,419|

| ENGINEERS PUBLISHING|Other Service Provider|$67,940|—|$67,940|

| MAILRITE PRINT & MAIL, INC.|Other Service Provider|$35,878|—|$35,878|

| PNC BANK|Other Service Provider|$33,790|—|$33,790|

| STEPHEN HORN INSURANCE SVCS|Investment Advisor|—|$14,607|$14,607|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [STEPHEN HORN INSURANCE SVCS](https://planprovider.pro/provider/raymond-james-financial-inc) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,162,451

- **Estimated Expense Ratio:** 1.601% 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|$13,628,288|$1,457,379|$5,742,358|$116,950|—|

| 2023|$12,035,140|$1,333,901|$5,454,054|$85,700|—|

| 2022|$11,040,547|$1,149,556|$5,252,450|—|$924,959|

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