# Board Of Trustees Operating Engineers Local 520 DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-operating-engineers-local-520-plan

> Board Of Trustees Operating Engineers Local 520's DC plan: 3,066 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Operating Engineers Local 520

- **Sponsor EIN:** 371328217

- **Sponsor Address:** 1472 N GREEN MOUNT ROAD, OFALLON, IL, 62269

- **Plan Type:** DC

- **Total Participants:** 3,066

- **Total Assets:** $268.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,066|$268.9M|$15.7M|$0|

| 2023|2,930|$237.9M|$13.1M|$0|

| 2022|2,707|$206.0M|$11.7M|$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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$239,927|—|$239,927|

| OPER ENG LOCAL 520 ANNUITY TRUST FD|OTHER|$166,930|—|$166,930|

| INVESTMENT CONSULTING SERVICES, LLC|INVESTMENT CONSULTING|$55,000|—|$55,000|

| HAMMOND & SHINNERS, P.C.|ATTORNEY|$16,467|—|$16,467|

| SCHEFFEL BOYLE|ACCOUNTANT|$14,110|—|$14,110|

| EMPOWER ADVISORY GROUP LLC|INVESTMENT MANAGEMENT|$11,408|—|$11,408|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $503,842

- **Estimated Expense Ratio:** 0.187% 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|$458,351|$306,369|$13,374|$14,110|—|

| 2023|$423,420|$280,559|$11,175|$14,425|—|

| 2022|$394,336|$259,085|$10,239|—|$27,435|

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