# Employers & Operating Engineers Local 520 Pension Fund Board Of Truste DB Plan
Source: https://planprovider.pro/companies/employers-operating-engineers-local-520-pension-fund-board-of-truste-plan

> Employers & Operating Engineers Local 520 Pension Fund Board Of Truste's DB plan: 989 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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|

| US REAL ESTATE INVESTMENT FUND LLC|INVESTMENT CONSULTANT|$262,020|—|$262,020|

| REAMS ASSET MANAGEMENT|INVESTMENT MANAGER|$152,229|—|$152,229|

| COMMERCE TRUST COMPANY|INVESTMENT MANAGER|$110,996|—|$110,996|

| SEGALL BRYANT & HAMILL|INVESTMENT MANAGER|$99,586|—|$99,586|

| THE UNION LABOR LIFE INSURANCE CO|INVESTMENT MANAGER|$80,253|—|$80,253|

| F/M INVESTMENTS LLC|INVESTMENT MANAGER|$68,092|—|$68,092|

| SEGAL COMPANY|ACTUARY AND CONSULTANT|$66,154|—|$66,154|

| MARQUETTE ASSOCIATES|INVESTMENT CONSULTANT|$62,000|—|$62,000|

| JULIE VISINTINE|EMPLOYEE|$46,208|—|$46,208|

| ZIEGLER CAPITAL MANAGEMENT LLC|INVESTMENT MANAGER|$35,949|—|$35,949|

| SCHEFFEL BOYLE|ACCOUNTANT|$25,855|—|$25,855|

| US BANK|FINANCIAL TRUSTEE|$24,255|—|$24,255|

| HAMMOND & SHINNERS, P.C.|ATTORNEY|$17,670|—|$17,670|

### Verified Provider Profiles

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

- [THE UNION LABOR LIFE INSURANCE CO](https://planprovider.pro/provider/the-vanguard-group-inc) — INVESTMENT MANAGER

- [US BANK](https://planprovider.pro/provider/john-hancock) — FINANCIAL TRUSTEE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,051,267

- **Estimated Expense Ratio:** 0.321% 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/employers-operating-engineers-local-520-pension-fund-board-of-truste-plan)

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