# Board Of Trustees, Pensioned Operating Engineers Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-pensioned-operating-engineers-946096327-501

> Board Of Trustees, Pensioned Operating Engineers's Health & Welfare plan: 9,107 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 946096327

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 9,107

- **Total Assets:** $295.3M

## 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|9,107|$295.3M|$84.4M|$33.4M|

| 2023|9,264|$283.6M|$82.4M|$34.8M|

| 2022|9,075|$267.9M|$82.4M|$33.1M|

## 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|$3,475,125|—|$3,475,125|

| ANTHEM BLUE CROSS LIFE AND HEALTH|Other Service Provider|$1,684,623|—|$1,684,623|

| MULTI-PLAN SERVICES AGENCY INC.|Other Service Provider|$800,704|—|$800,704|

| OPTUMRX, INC.|Other Service Provider|$599,708|—|$599,708|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$242,610|—|$242,610|

| THE SEGAL COMPANY|Recordkeeper|$145,421|—|$145,421|

| ASSISTANCE RECOVERY PROGRAM|Other Service Provider|$121,594|—|$121,594|

| MCMORGAN & COMPANY LLC|Other Service Provider|$119,621|—|$119,621|

| INCOME RESEARCH & MANAGEMENT|Other Service Provider|$85,975|—|$85,975|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$65,683|—|$65,683|

| PHARMACY BENEFIT SOLUTIONS, INC.|Other Service Provider|$58,650|—|$58,650|

| MILLER KAPLAN ARASE LLP|Auditor|$48,900|—|$48,900|

| SALTZMAN & JOHNSON LAW CORPORATION|Other Service Provider|$46,018|—|$46,018|

| MAILRITE PRINT & MAIL, INC.|Other Service Provider|$33,300|—|$33,300|

| BOEHM & ASSOCIATES|Other Service Provider|—|$16,079|$16,079|

| AMALGAMATED BANK|Other Service Provider|$14,064|$14|$14,078|

| STEPHEN HORN INSURANCE SVCS|Investment Advisor|—|$8,755|$8,755|

| PNC BANK|Other Service Provider|$8,322|—|$8,322|

### 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:** $7,575,166

- **Estimated Expense Ratio:** 2.565% 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|$8,273,458|$510,912|$3,475,125|$48,900|—|

| 2023|$8,788,653|$443,974|$3,289,065|$57,250|—|

| 2022|$7,695,450|$400,989|$3,153,164|—|$343,571|

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