# Board Of Trustees, Operating Engineers Pension Trust Fund Of Washingto DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-operating-engineers-pension-trust-fund-of-washingto-plan

> Board Of Trustees, Operating Engineers Pension Trust Fund Of Washingto's DB plan: 1,291 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Operating Engineers Pension Trust Fund Of Washingto

- **Sponsor EIN:** 526038506

- **Sponsor Address:** 911 RIDGEBROOK ROAD, SPARKS, MD, 211529459

- **Plan Type:** DB

- **Total Participants:** 1,291

- **Total Assets:** $203.2M

## 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|1,291|$203.2M|$11.0M|$0|

| 2023|1,289|$194.1M|$9.6M|$0|

| 2022|1,270|$186.2M|$8.7M|$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|

| CALIBRE CPA GROUP, PLLC|Auditor|$36,975|—|$36,975|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,975

- **Estimated Expense Ratio:** 0.018% 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|$1,356,556|$879,828|$193,365|$36,975|—|

| 2023|$1,244,983|$801,291|$187,732|$32,860|—|

| 2022|$1,454,312|$1,002,066|$182,262|—|$149,969|

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