# Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-operating-engineers-trust-fund-of-wash-dc-and-vicin-526038508-501

> Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin's Health & Welfare plan: 1,230 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin

- **Sponsor EIN:** 526038508

- **Sponsor Address:** 911 RIDGEBROOK ROAD, SPARKS, MD, 21152

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,230

- **Total Assets:** $42.1M

## 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|1,230|$42.1M|$16.4M|$781,845|

| 2023|1,216|$40.4M|$16.7M|$811,480|

| 2022|1,194|$36.8M|$14.9M|$975,809|

## 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|

| ASSOCIATED ADMINISTRATORS, INC|Other Service Provider|$532,266|—|$532,266|

| CONIFER VALUE BASED CARE|Other Service Provider|$245,630|—|$245,630|

| CAREFIRST|Other Service Provider|$143,026|—|$143,026|

| DELTA DENTAL OF PENNSYLVANIA|Other Service Provider|$71,729|—|$71,729|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$64,683|—|$64,683|

| WEDGE CAPITAL MGMT|Other Service Provider|$51,908|—|$51,908|

| NCAS|Other Service Provider|$44,080|—|$44,080|

| TELEMEDICINE MANAGEMENT INC|Other Service Provider|$41,313|—|$41,313|

| CALIBRE CPA GROUP PLLC|Auditor|$33,609|—|$33,609|

| AMERICAN CORE REALTY|Other Service Provider|$32,300|—|$32,300|

| MCCHESNEY & DALE, P.C.|Other Service Provider|$31,820|—|$31,820|

| BOLTON PARTNERS|Other Service Provider|$25,200|—|$25,200|

| INVESTMENT PERFORMANCE SERVICE|Other Service Provider|$18,852|—|$18,852|

| VISION SERVICE PLAN|Other Service Provider|$14,607|—|$14,607|

| CVS|Other Service Provider|$14,213|—|$14,213|

| DOYLE PRINTING & OFFSET COMPANY|Other Service Provider|$10,509|—|$10,509|

| PART D ADVISORS, INC.|Other Service Provider|$5,928|—|$5,928|

### 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:** $1,381,673

- **Estimated Expense Ratio:** 3.284% 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|$1,424,398|$171,425|$532,266|$20,860|—|

| 2023|$1,385,599|$127,791|$516,764|$31,080|—|

| 2022|$1,446,951|$153,392|$501,711|—|$736,639|

## Similar Plans

- [Government Employees' Benefit Association, INC.](https://planprovider.pro/companies/government-employees-benefit-association-inc-526051763-501) — 15,618 participants

- [Trustees Of The Mid Atlantic Regional Health Fund](https://planprovider.pro/companies/trustees-of-the-mid-atlantic-regional-health-fund-251347607-501) — 3,798 participants

- [U A Local Union Officers & Employees Pension Fund](https://planprovider.pro/companies/u-a-local-union-officers-employees-pension-fund-plan) — 1,925 participants

- [Man-U Service Contract Trust Fund C/O Benesys, INC](https://planprovider.pro/companies/man-u-service-contract-trust-fund-c-o-benesys-inc-541008444-501) — 1,353 participants

- [Board Of Trustees, Operating Engineers Pension Trust Fund Of Washingto](https://planprovider.pro/companies/board-of-trustees-operating-engineers-pension-trust-fund-of-washingto-plan) — 1,291 participants

- [Government Employees Mutual Benefit Association INC](https://planprovider.pro/companies/government-employees-mutual-benefit-association-inc-521235644-003) — 743 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-operating-engineers-trust-fund-of-wash-dc-and-vicin-526038508-501)

© 2026 PlanProvider.Pro