# Brotherhood Of Locomotive Engineers And Trainmen Health & Welfare Plan
Source: https://planprovider.pro/companies/brotherhood-of-locomotive-engineers-and-trainmen-300262584-501

> Brotherhood Of Locomotive Engineers And Trainmen's Health & Welfare plan: 10,983 participants, plan year 2025 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Brotherhood Of Locomotive Engineers And Trainmen

- **Sponsor EIN:** 300262584

- **Sponsor Address:** 7061 EAST PLEASANT VALLEY ROAD, INDEPENDENCE, OH, 44131

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 10,983

- **Total Assets:** $22.7M

## 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.|

| 2025|10,983|$22.7M|$0|$0|

| 2024|10,641|$20.4M|$5.1M|$894,225|

| 2023|10,480|$18.3M|$4.9M|$888,655|

| 2022|10,015|$15.9M|$4.8M|$904,145|

## 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|

| STEALTH PARTNER GROUP|Other Service Provider|$281,169|—|$281,169|

| ML, PIERCE, FENNER AND SMITH|Other Service Provider|$143,826|—|$143,826|

| CIUNI & PANICHI, INC.|Other Service Provider|$24,700|—|$24,700|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $449,695

- **Estimated Expense Ratio:** 1.982% 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|

| 2025|$6,248,378|$145,923|$281,169|$24,700|—|

| 2024|$462,869|$130,888|$284,041|$23,800|—|

| 2023|$437,682|$114,446|$277,572|$23,100|—|

| 2022|$428,915|$113,395|—|—|$27,089|

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