Plan Snapshot
- Plan Sponsor: Engineers Operating Afl- Cio Local 513
- Sponsor EIN: 430338091
- Sponsor Address: 3449 HOLLENBERG DRIVE, BRIDGETON, MO, 630442406
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,444
- Total Assets: $631,883
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 | 3,444 | $631,883 | $0 | $0 |
| 2024 | 3,342 | $617,873 | $0 | $112,484 |
| 2023 | 3,241 | $602,769 | $0 | $108,572 |
| 2022 | 3,072 | $606,963 | $105,304 | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Other Service Provider | $14,071 | — | $14,071 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,071
- Estimated Expense Ratio: 2.227% 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 | $120,060 | — | — | $14,071 | — |
| 2024 | $32,522 | — | — | $12,285 | — |
| 2023 | $29,394 | — | — | $9,975 | — |
| 2022 | $26,304 | $12,907 | — | — | $11,106 |