# Employers & Operating Engineers Local 520 Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/employers-operating-engineers-local-520-vacation-fund-376149098-503

> Employers & Operating Engineers Local 520 Vacation Fund's Health & Welfare plan: 1,437 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Employers & Operating Engineers Local 520 Vacation Fund

- **Sponsor EIN:** 376149098

- **Sponsor Address:** 1472 N GREEN MOUNT ROAD, OFALLON, IL, 62269

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 1,437

- **Total Assets:** $489,270

## 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|1,437|$489,270|$0|$0|

| 2023|1,250|$411,414|$0|$0|

| 2022|1,107|$366,007|$0|$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|$8,500|—|$8,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,500

- **Estimated Expense Ratio:** 1.737% 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|$13,474|—|$1,800|$8,500|—|

| 2023|$12,901|—|$1,800|$8,000|—|

| 2022|$12,138|—|$1,800|—|$7,889|

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