Plan Snapshot
- Plan Sponsor: Employers & Operating Engineers Local 520 Pension Fund Board Of Truste
- Sponsor EIN: 376053929
- Sponsor Address: 1472 N GREEN MOUNT ROAD, OFALLON, IL, 622693416
- Plan Type: DB
- Total Participants: 989
- Total Assets: $327.6M
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 | 989 | $327.6M | $19.7M | $0 |
| 2023 | 881 | $297.8M | $17.5M | $0 |
| 2022 | 847 | $273.2M | $17.2M | $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 |
|---|---|---|---|---|
| SCHEFFEL BOYLE | Auditor | $24,360 | — | $24,360 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,360
- Estimated Expense Ratio: 0.007% 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 | $1,362,062 | $62,000 | — | $24,360 | — |
| 2023 | $1,173,631 | $62,000 | — | $23,465 | — |
| 2022 | $1,264,502 | $837,358 | — | — | $133,026 |